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 | Jan 14, 2014 | General Thoughts
As I’ve mentioned before, I spend the vast majority of my time reading. My office is filled with piles of papers, notebooks, and annual reports. I have two computer monitors (yes, I know some value guys have no monitors on their desk… something I admire,...
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...
