by John Huber | Jun 4, 2014 | Case Studies, Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. This is part 2 of my follow up thoughts on compounders, cheap stocks, and the importance of returns on...
by John Huber | May 13, 2014 | Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. A while back, I posted a couple articles on return on invested capital (ROIC) along with some comments...
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 | Apr 28, 2014 | Investment Philosophy
One of the most common questions I get from readers as well as clients involves my overall investment philosophy. I talk about this often with clients, but I thought I’d write some comments specifically pertaining to my own investment philosophy and a few aspects of...
by John Huber | Apr 3, 2014 | Industry-Insurance, Investment Ideas & Company Research
“Our financial goals are to earn consistent underwriting profits and superior investment returns to build shareholder value” – Markel 2013 Annual Report Markel is an outstanding business currently in its 85th year of operations. It is an excellent insurance company...
