by John Huber | Mar 9, 2015 | Investment Philosophy
I wrote a post recently on intrinsic value, and I received some comments and questions that made me think a lot of readers are still looking for a formula to calculate a stock’s value precisely. I really don’t think this is the case. I think the best result that an...
by John Huber | Jan 6, 2015 | Ben Graham, Investment Philosophy, Warren Buffett
“The newer approach to security analysis attempts to value a common stock independently of its market price. If the value found is substantially above or below the current price, the analyst concludes that the issue should be bought or disposed of. This independent...
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 | Feb 25, 2014 | Case Studies, Investment Ideas & Company Research, Think Differently
I came across an excellent presentation that I wanted to share because it sparked some thoughts. It is not about a current—or even prospective—investment, but one that exemplifies the art of thinking differently. I spend a fair amount of time reading annual reports...
