by John Huber | May 15, 2013 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
Geico is a company that is owned by Warren Buffett’s Berkshire Hathaway. It’s an incredibly interesting company to study. I recently read an outstanding presentation on the company by David Rolfe of Wedgewood Partners. This post is my take… a short...
by John Huber | May 14, 2013 | Investment Ideas & Company Research, Investment Philosophy, Shareholder Letters & Reports, Superinvestors
A couple weeks back I wrote a quick post on Tom Gayner, who is an outstanding investor and head of Markel (MKL), one of my favorite companies in America. Markel is a well run insurance company that has been compounding shareholder equity consistently at about 16% per...
by John Huber | Apr 8, 2013 | Ben Graham, How to Improve Results, Investment Philosophy, Investment Quotes, Portfolio Management, Superinvestors, Think Differently
“Invert, Always Invert.” -Carl Gustav Jacob Jacobi, 19th century mathematician, using the phrase to describe how he thought many problems in math could be solved by looking at the inverse. Charlie Munger often uses this same quote to express how investors...
by John Huber | Dec 17, 2012 | Ben Graham, Investment Quotes, Superinvestors
I was just going through my twitter feed and reading a few blog posts that caught my eye while watching the Dallas Cowboys come back to beat the Steelers in overtime in a crucial matchup of 7-6 teams. I came across this post from one of my favorite bloggers Goeff...
by John Huber | Dec 12, 2012 | Investment Philosophy, Superinvestors, Warren Buffett
I was watching an old video of Warren Buffett talking to University of Georgia students from 2001, just after the tech bubble burst. It’s a great video to watch (as are most videos when Buffett is giving a lecture). One of the highlights for me is listening to...
by John Huber | Dec 2, 2012 | Superinvestors, Walter Schloss
The following is a list of investment tenets and principles that Walter Schloss put together in 1994. Schloss is one of my Superinvestors that I model much of my investment philosophy and strategy after. Schloss averaged over 20% per year from 1955-2002 while running...
