by John Huber | Sep 13, 2016 | Investment Philosophy, Investment Quotes, Walter Schloss
I am not a big fan of going through specific “checklist” items one by one when evaluating an investment idea. I know this idea has gained enormous popularity in recent years, partly due to the good book The Checklist Manifesto, and partly popularized in value...
by John Huber | Apr 5, 2016 | General Thoughts, Investment Philosophy, Investment Quotes, Walter Schloss
“Ship your grain across the sea; after many days you may receive a return. Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.” –Ecclesiastes 11:1-2 Investors have always discussed and debated the merits of...
by John Huber | Oct 25, 2013 | Investment Philosophy, Superinvestors, Think Differently, Walter Schloss, Warren Buffett
Earlier this week I responded to a comment that centered around the role of luck in long term outperformance. Feel free to read my response to the comment in Part 1 of this post where I list the #1 main reason why most people don’t replicate the results of...
by John Huber | Sep 19, 2013 | How to Improve Results, Investment Philosophy, Portfolio Management, Superinvestors, Think Differently, Walter Schloss, Warren Buffett
I was having a conversation about Munger’s philosophy vs Schloss’ philosophy and had a few thoughts (and below I’ll compare their performance results against Buffett’s)… I often like to look at long term past performance of investors (10...
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...
