by John Huber | Feb 6, 2014 | General Thoughts, Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
I recently watched a video of Joel Greenblatt with Morningstar. Most of the video discusses the index approach to investing using a value weight (as opposed to equal weight or market weight, which most indexes use). I’m not that interested in indexing, although for...
by John Huber | Jan 31, 2014 | Investment Philosophy, Warren Buffett
Last week I wrote a post on Value vs Growth and some of Buffett’s thoughts on the distinction (or lack thereof) between the two… Just a few more thoughts on the ever-present debate between these two schools of thought within the value investing community… The Value...
by John Huber | Jan 24, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I wrote a few posts on “quality” recently, which has sparked a few emails, comments, and questions on the overall investment philosophy. I got to thinking about the interplay between quality and valuation, and thought of Buffett’s shareholder letter in the early...
by John Huber | Dec 13, 2013 | Case Studies, General Thoughts, Industry-Banks, Superinvestors, Think Differently, Warren Buffett
I wrote a post about screening for quality bank stocks and another one here about Wells Fargo vs Cheap Community Banks and thought I’d post on some other comments I have here. Some of these thought might sound contradictory (everyone wants to separate stocks...
by John Huber | Dec 5, 2013 | Case Studies, General Thoughts, Industry-Banks, Investment Ideas & Company Research, Think Differently, Warren Buffett
Charlie Munger once said that he compares every possible investment to Wells Fargo… Why buy company X if it’s not as good/cheap as WFC? For weeks I’ve been slowly and steadily working my way through hundreds of small community bank stock filings looking for bargains....
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...
