by John Huber | Oct 23, 2013 | General Thoughts, Think Differently, Warren Buffett
I received this interesting comment from a reader and thought I might write a post or two on this topic: “…There is one very important writer/thinker you do not mention in your site but whom you might want to pay attention to–the Nobel prize winner Daniel...
by John Huber | Oct 18, 2013 | Books, How to Improve Results, Investment Philosophy, Superinvestors, Warren Buffett
“Rule #1: Don’t Lose Money….” The best book I’ve ever read on Buffett is Alice Schroeder’s Snowball. I remember picking up my copy about four years ago and literally not being able to put it down. I read it for hours at a time, all...
by John Huber | Oct 9, 2013 | Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
Last week, I came across this video of Stewart Horejsi, one of a small, but growing list of billionaires who have made their fortune solely because of their investment in Berkshire Hathaway. This was a really interesting story about a guy who began buying Berkshire...
by John Huber | Oct 2, 2013 | Case Studies, General Thoughts, How to Improve Results, Investment Philosophy, Superinvestors, Think Differently, Warren Buffett
“I skate to where the puck is going to be, not where it has been.” – Wayne Gretzky One of the most important skills that you can develop as an investor is the ability to think differently. This is a broad topic with many interpretations. I often...
by John Huber | Sep 27, 2013 | Case Studies, Education, How to Improve Results, Investment Quotes, Superinvestors, Warren Buffett
I do a lot of case studies. I recommend that any burgeoning value investor do as many case studies as they can, sprinkled in among reading annual reports and other filings. I’ll explain what I mean by this in a moment… first I thought the best...
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...
