by John Huber | Nov 30, 2015 | Books, Case Studies, Investment Philosophy
Over the weekend I was reading David Einhorn’s book Fooling Some of the People All of the Time. I’ve had it on my bookshelf for some time, and it has always taken a back seat to other books until I decided to pick it up recently. It’s an entertaining read, basically...
by John Huber | Apr 27, 2015 | Charlie Munger, Investment Philosophy
Charlie Munger is not only insightful, but he’s an entertaining guy to listen to. These Munger comments below were compiled by Aznaur Midov from the annual meeting for Daily Journal Corporation, a company that Munger chairs. I just thought I’d highlight a few comments...
by John Huber | Apr 21, 2015 | Case Studies, Investment Philosophy, Joel Greenblatt, Portfolio Management, Superinvestors
I have been busy over the past couple of weeks. My wife gave birth to twins about two weeks ago, and now that I am back in the office, I am catching up on some reading. While we were in the hospital for about a week, I did have some time to do some reading, and I have...
by John Huber | Mar 26, 2015 | Investment Philosophy, Shareholder Letters & Reports, Superinvestors, Warren Buffett
Last weekend I spent a couple hours reading through Buffett’s old partnership letters (again). I was looking for something specific that I remembered him talking about, but then as I was flipping through them trying to find this comment, I just decided to read them...
by John Huber | Mar 9, 2015 | Investment Philosophy
I wrote a post recently on intrinsic value, and I received some comments and questions that made me think a lot of readers are still looking for a formula to calculate a stock’s value precisely. I really don’t think this is the case. I think the best result that an...
by John Huber | Jan 26, 2015 | Charlie Munger, General Thoughts, Get Better by Reading, Investment Philosophy
I was catching up on some links and articles this weekend. Sometimes, things that are interesting but not time sensitive get pushed to the back burner. In these cases, I sometimes create a file filled with things that I’d like to read and the early morning Saturday...
