by John Huber | Jul 1, 2014 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
“The highest rates of return I’ve ever achieved were in the 1950’s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million....
by John Huber | Jun 25, 2014 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
I received a couple questions/comments from readers lately regarding Buffett and some previous comments I made on strategy before and after the Berkshire annual meeting. I always enjoy interacting with readers. The vast majority of my days are spent researching new...
by John Huber | May 6, 2014 | Charlie Munger, Investment Philosophy, Investment Quotes, Superinvestors, Warren Buffett
I had a great time in Omaha this past weekend. I got to meet with a couple clients, reconnect with some like-minded value investors, and meet some new friends as well. And of course, being in the same building with two of the greatest investment minds in history is...
by John Huber | Mar 10, 2014 | Investment Philosophy, Shareholder Letters & Reports, Superinvestors, Warren Buffett
“Investment is most intelligent when it is most businesslike”. – Ben Graham, The Intelligent Investor This is the time of year that I always look forward to for a variety of reasons. Spring is near in my area of the United States, college basketball...
by John Huber | Feb 20, 2014 | Education, How to Improve Results, Warren Buffett
I am in the midst of writing a few posts on the importance of Return on Invested Capital (ROIC). I wrote two posts last week discussing Greenblatt’s formula and some thoughts on the topic (Here and Here). I’ll have one or two more posts next week...
by John Huber | Feb 11, 2014 | Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
In part 1 of this post, I mentioned I caught a video interview with Joel Greenblatt at Morningstar. In the video, Greenblatt talks about indexing, and things that are not necessarily interesting to me and my investment strategy, but he also had some brief comments on...
