by John Huber | Jun 2, 2015 | Case Studies, Investment Quotes, Warren Buffett
Earlier this year I watched Lang Lang play Grieg’s Piano Concerto in A Minor—one of my all-time favorite pieces of music. The concerto is a monster—full of big octaves, virtuosity, excitement and power. It has around 30,000 notes, but the music is tied together with a...
by John Huber | May 11, 2015 | Case Studies, Investment Quotes, Overall Stock Market, Think Differently
Michael Burry’s story is captivating. And in fact so good of a story that excellent financial storytellers like Michael Lewis and Greg Zuckerman turned it into main portions of best-selling books on the financial crisis. The story goes something like this: Burry was...
by John Huber | Oct 10, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes
“Experience, however, indicates that the best business returns are usually achieved by companies that are doing something quite similar today to what they were doing five or ten years ago… a business that constantly encounters major change also encounters...
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 19, 2014 | General Thoughts, Investment Quotes, Overall Stock Market
I spend virtually zero energy thinking about the overall stock market. I’m always aware of what the indices are doing, but I really don’t pay attention to where I think they are headed or where they’ve been recently. As Munger has said, sometimes the...
