by John Huber | Aug 15, 2016 | General Thoughts, Scratch Notes
This is just a quick post on some interesting articles I read over the weekend as I caught up on some newspaper reading. There were a couple recent pieces (one in the Economist and one in the NY Times) on WeChat, the Chinese messaging app that now boasts over 700...
by John Huber | Jul 25, 2016 | Case Studies, Investment Ideas & Company Research, Scratch Notes, Shareholder Letters & Reports
I recently made a list of a few shareholder letters I want to read, and one that I completed a few days ago was Credit Acceptance Corp (CACC). This post is not a comprehensive review of the business, as I just started reading about the company. But I thought some...
