by John Huber | Nov 13, 2014 | Investment Philosophy, Warren Buffett
I’ve been spending the vast majority of my time working on a number of new investment ideas, but I do find time to catch up on reading the paper. Earlier this week I came across a post on one of the Wall Street Journal blogs that posted a copy of an old letter that...
by John Huber | Oct 28, 2014 | Investment Philosophy, Superinvestors, Warren Buffett
There seems to be a strange dichotomy in the value investing universe: those who buy so-called compounders, and those who buy so-called cheap stocks. I want to own businesses that are building value, but that doesn’t mean I don’t care about valuation. I pass on...
by John Huber | Sep 19, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I just came across an article I just read that I thought was interesting, and thought certain readers might enjoy. Although the article has nothing directly to do with investing, I think there are some takeaways for those of us in the investment world. Certainly the...
by John Huber | Sep 8, 2014 | Charlie Munger, Investment Philosophy, Investment Quotes, Overall Stock Market, Superinvestors, Warren Buffett
“The way to win is to work, work, work, work and hope to have a few insights.” – Charlie Munger I came across a post on one of my favorite sites (Farnam Street) about Buffett on some fundamental keys to successful investing. I’ve always thought the most important...
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...
by John Huber | Jul 10, 2014 | General Thoughts, Warren Buffett
“I don’t think about the macro stuff. What you really want to do with investments, is think about what’s important and what’s knowable. Understanding Coke or Wrigley is knowable… but we have never bought a business or not bought a business because of any macro feeling...
