Can George Soros’ Methods Be Replicated?

by John Huber | Sep 5, 2013 | General Thoughts, Investment Philosophy, Investment Quotes, Superinvestors

I received this comment on one of my recent posts. The George Soros question got me thinking about how interesting the different philosophies are. Soros had an incredible career, but is it possible to replicate his general strategy? Here is the basic comment from the...

Case Study-The Story of GEICO, Graham, and Buffett

by John Huber | May 15, 2013 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett

Geico is a company that is owned by Warren Buffett’s Berkshire Hathaway. It’s an incredibly interesting company to study. I recently read an outstanding presentation on the company by David Rolfe of Wedgewood Partners. This post is my take… a short...

Markel (MKL) is a Compounding Machine

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...

Invert, Always Invert: More on Thinking Differently

by John Huber | Apr 8, 2013 | Ben Graham, How to Improve Results, Investment Philosophy, Investment Quotes, Portfolio Management, Superinvestors, Think Differently

“Invert, Always Invert.” -Carl Gustav Jacob Jacobi, 19th century mathematician, using the phrase to describe how he thought many problems in math could be solved by looking at the inverse. Charlie Munger often uses this same quote to express how investors...

On the Importance of Long Term Thinking

by John Huber | Feb 28, 2013 | General Thoughts, Investment Philosophy, Investment Quotes

One of the things I’ve been thinking about over the past few days is how important it is as an investor to engage in patient, long-term thinking. Most of us are either individual investors managing our own portfolios or maybe small professional managers like...

Buffett: This is What Creates Huge Opportunity

by John Huber | Dec 12, 2012 | Investment Philosophy, Superinvestors, Warren Buffett

I was watching an old video of Warren Buffett talking to University of Georgia students from 2001, just after the tech bubble burst. It’s a great video to watch (as are most videos when Buffett is giving a lecture). One of the highlights for me is listening to...