by John Huber | Nov 18, 2013 | How to Improve Results, Investment Philosophy, Investment Quotes
“(The Intelligent Investor) taught me how to think about a stock and the stock market. It taught me the market was there not to instruct me but to serve me. – Warren Buffett, 2013 Berkshire Hathaway Annual Meeting Ben Graham taught us that it is crucial to...
by John Huber | Oct 25, 2013 | Investment Philosophy, Superinvestors, Think Differently, Walter Schloss, Warren Buffett
Earlier this week I responded to a comment that centered around the role of luck in long term outperformance. Feel free to read my response to the comment in Part 1 of this post where I list the #1 main reason why most people don’t replicate the results of...
by John Huber | Oct 18, 2013 | Books, How to Improve Results, Investment Philosophy, Superinvestors, Warren Buffett
“Rule #1: Don’t Lose Money….” The best book I’ve ever read on Buffett is Alice Schroeder’s Snowball. I remember picking up my copy about four years ago and literally not being able to put it down. I read it for hours at a time, all...
by John Huber | Oct 9, 2013 | Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
Last week, I came across this video of Stewart Horejsi, one of a small, but growing list of billionaires who have made their fortune solely because of their investment in Berkshire Hathaway. This was a really interesting story about a guy who began buying Berkshire...
by John Huber | Oct 2, 2013 | Case Studies, General Thoughts, How to Improve Results, Investment Philosophy, Superinvestors, Think Differently, Warren Buffett
“I skate to where the puck is going to be, not where it has been.” – Wayne Gretzky One of the most important skills that you can develop as an investor is the ability to think differently. This is a broad topic with many interpretations. I often...
by John Huber | Sep 19, 2013 | How to Improve Results, Investment Philosophy, Portfolio Management, Superinvestors, Think Differently, Walter Schloss, Warren Buffett
I was having a conversation about Munger’s philosophy vs Schloss’ philosophy and had a few thoughts (and below I’ll compare their performance results against Buffett’s)… I often like to look at long term past performance of investors (10...
