by John Huber | Jul 1, 2014 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
“The highest rates of return I’ve ever achieved were in the 1950’s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million....
by John Huber | Jun 25, 2014 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
I received a couple questions/comments from readers lately regarding Buffett and some previous comments I made on strategy before and after the Berkshire annual meeting. I always enjoy interacting with readers. The vast majority of my days are spent researching new...
by John Huber | Jun 4, 2014 | Case Studies, Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. This is part 2 of my follow up thoughts on compounders, cheap stocks, and the importance of returns on...
by John Huber | May 13, 2014 | Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. A while back, I posted a couple articles on return on invested capital (ROIC) along with some comments...
by John Huber | May 6, 2014 | Charlie Munger, Investment Philosophy, Investment Quotes, Superinvestors, Warren Buffett
I had a great time in Omaha this past weekend. I got to meet with a couple clients, reconnect with some like-minded value investors, and meet some new friends as well. And of course, being in the same building with two of the greatest investment minds in history is...
by John Huber | Apr 28, 2014 | Investment Philosophy
One of the most common questions I get from readers as well as clients involves my overall investment philosophy. I talk about this often with clients, but I thought I’d write some comments specifically pertaining to my own investment philosophy and a few aspects of...
