Buffett’s PetroChina Investment: Finding Large Gaps Between Price & Value

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...

Importance of ROIC Part 3: Compounding and Reinvestment

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...

Some Thoughts on the Berkshire Hathaway Annual Meeting

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...

Quality Screens: Part 1

by John Huber | Nov 18, 2013 | How to Improve Results, Investment Philosophy, Investment Quotes

“(The Intelligent Investor) taught me how to think about a stock and the stock market. It taught me the market was there not to instruct me but to serve me. – Warren Buffett, 2013 Berkshire Hathaway Annual Meeting Ben Graham taught us that it is crucial to...

The Best Way to Improve Investment Skills: “One Case Study After Another”

by John Huber | Sep 27, 2013 | Case Studies, Education, How to Improve Results, Investment Quotes, Superinvestors, Warren Buffett

I do a lot of case studies. I recommend that any burgeoning value investor do as many case studies as they can, sprinkled in among reading annual reports and other filings. I’ll explain what I mean by this in a moment… first I thought the best...

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...