by John Huber | Aug 28, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes, Shareholder Letters & Reports, Think Differently
“Google has a huge new moat. In fact, I’ve probably never seen such a wide moat.” – Charlie Munger, 2009 Google celebrated the 10 year anniversary of its IPO last week. Google is a company that I’ve never owned (unfortunately), but really admire. There are a few...
by John Huber | Apr 3, 2014 | Industry-Insurance, Investment Ideas & Company Research
“Our financial goals are to earn consistent underwriting profits and superior investment returns to build shareholder value” – Markel 2013 Annual Report Markel is an outstanding business currently in its 85th year of operations. It is an excellent insurance company...
by John Huber | Feb 25, 2014 | Case Studies, Investment Ideas & Company Research, Think Differently
I came across an excellent presentation that I wanted to share because it sparked some thoughts. It is not about a current—or even prospective—investment, but one that exemplifies the art of thinking differently. I spend a fair amount of time reading annual reports...
by John Huber | Dec 5, 2013 | Case Studies, General Thoughts, Industry-Banks, Investment Ideas & Company Research, Think Differently, Warren Buffett
Charlie Munger once said that he compares every possible investment to Wells Fargo… Why buy company X if it’s not as good/cheap as WFC? For weeks I’ve been slowly and steadily working my way through hundreds of small community bank stock filings looking for bargains....
by John Huber | May 14, 2013 | Investment Ideas & Company Research, Investment Philosophy, Shareholder Letters & Reports, Superinvestors
A couple weeks back I wrote a quick post on Tom Gayner, who is an outstanding investor and head of Markel (MKL), one of my favorite companies in America. Markel is a well run insurance company that has been compounding shareholder equity consistently at about 16% per...
by John Huber | Feb 3, 2013 | Investment Ideas & Company Research
I was reading one of my favorite blogs that I just only recently discovered called Brooklyn Investor. He does a great job at doing thorough analysis on companies, and some of the posts are good case studies to learn from. He had a couple posts last week on Wells Fargo...
