by John Huber | Sep 30, 2014 | Investment Philosophy
I thought I’d circle back to discuss the topic of compounders and return on capital. I wrote a few posts about earlier this year, and there have been numerous comments and questions. In this post, I want to discuss the actual math behind the compounders, to try and...
by John Huber | Sep 19, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I just came across an article I just read that I thought was interesting, and thought certain readers might enjoy. Although the article has nothing directly to do with investing, I think there are some takeaways for those of us in the investment world. Certainly the...
by John Huber | Sep 8, 2014 | Charlie Munger, Investment Philosophy, Investment Quotes, Overall Stock Market, Superinvestors, Warren Buffett
“The way to win is to work, work, work, work and hope to have a few insights.” – Charlie Munger I came across a post on one of my favorite sites (Farnam Street) about Buffett on some fundamental keys to successful investing. I’ve always thought the most important...
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 | Aug 4, 2014 | Case Studies, Investment Philosophy, Investment Quotes, Superinvestors, Warren Buffett
“You don’t have to know a man’s exact weight to know that he’s fat.” – Ben Graham I was reading through some notes from the 2008 Berkshire Hathaway Annual Meeting and one of the questions grabbed my attention. The question was pertaining to Warren...
by John Huber | Jul 21, 2014 | Education, Investment Philosophy, Investment Quotes
“We prefer businesses that drown in cash. An example of a different business is construction equipment. You work hard all year and there is your profit sitting in the yard. We avoid businesses like that. We prefer those that can write us a check at the end of the...
