Buffett’s Investment in Dempster Mill–A Cigar Butt

by John Huber | Jul 11, 2016 | Case Studies, Superinvestors, Warren Buffett

I came across a case study that discusses Dempster Mill recently. I thought I’d post a brief summary of some notes I jotted down while reading it. Dempster Mill is a company that Buffett bought in the early 1960’s when operating his partnership. The company...

Warren Buffett 1998 Talk at University of Florida

by John Huber | May 9, 2016 | General Thoughts, Investment Philosophy, Investment Quotes, Superinvestors, Warren Buffett

I spent some time traveling in the car last week. Whenever I am driving by myself, I always listen to something—usually related to business or investing. I keep a long list of videos of interviews or talks that I can pick from whenever I am in the car. On this...

Comments on Mistakes and Buffett’s Original Berkshire Purchase

by John Huber | Mar 7, 2016 | Case Studies, Superinvestors, Warren Buffett

I was reading through the 2014 (last year’s) Berkshire Hathaway annual report and 10-K looking for a few things, and happened to reread Buffett’s letter from last year. I wrote a post a couple weeks ago concerning buybacks and Outerwall, and how a company that is...

Risk and Portfolio Management Similarities between Joel Greenblatt and Stanley Druckenmiller

by John Huber | Apr 21, 2015 | Case Studies, Investment Philosophy, Joel Greenblatt, Portfolio Management, Superinvestors

I have been busy over the past couple of weeks. My wife gave birth to twins about two weeks ago, and now that I am back in the office, I am catching up on some reading. While we were in the hospital for about a week, I did have some time to do some reading, and I have...

Things You Didn’t Know About Buffett’s Strategy

by John Huber | Mar 26, 2015 | Investment Philosophy, Shareholder Letters & Reports, Superinvestors, Warren Buffett

Last weekend I spent a couple hours reading through Buffett’s old partnership letters (again). I was looking for something specific that I remembered him talking about, but then as I was flipping through them trying to find this comment, I just decided to read them...

Portfolio Turnover–A Vastly Misunderstood Concept

by John Huber | Feb 12, 2015 | Case Studies, Superinvestors, Think Differently

A while back I wrote a post about how the gap between 52 week high and low prices presents an opportunity for investors in public markets. I mentioned that this simple observation (the huge gap between yearly highs and lows) is all the evidence you need to debunk the...