by John Huber | Mar 10, 2014 | Investment Philosophy, Shareholder Letters & Reports, Superinvestors, Warren Buffett
“Investment is most intelligent when it is most businesslike”. – Ben Graham, The Intelligent Investor This is the time of year that I always look forward to for a variety of reasons. Spring is near in my area of the United States, college basketball...
by John Huber | Feb 11, 2014 | Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
In part 1 of this post, I mentioned I caught a video interview with Joel Greenblatt at Morningstar. In the video, Greenblatt talks about indexing, and things that are not necessarily interesting to me and my investment strategy, but he also had some brief comments on...
by John Huber | Feb 6, 2014 | General Thoughts, Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
I recently watched a video of Joel Greenblatt with Morningstar. Most of the video discusses the index approach to investing using a value weight (as opposed to equal weight or market weight, which most indexes use). I’m not that interested in indexing, although for...
by John Huber | Jan 31, 2014 | Investment Philosophy, Warren Buffett
Last week I wrote a post on Value vs Growth and some of Buffett’s thoughts on the distinction (or lack thereof) between the two… Just a few more thoughts on the ever-present debate between these two schools of thought within the value investing community… The Value...
by John Huber | Jan 24, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I wrote a few posts on “quality” recently, which has sparked a few emails, comments, and questions on the overall investment philosophy. I got to thinking about the interplay between quality and valuation, and thought of Buffett’s shareholder letter in the early...
by John Huber | Jan 6, 2014 | Ben Graham, Books, Education, How to Improve Results, Investment Philosophy, Superinvestors
Ben Graham is known largely for writing two of the most cited books in the field of value investing. Of course, in addition to being an outstanding writer and educator, he was a proficient practitioner of the investment field as well—a dual distinction that is...
