by John Huber | May 11, 2015 | Case Studies, Investment Quotes, Overall Stock Market, Think Differently
Michael Burry’s story is captivating. And in fact so good of a story that excellent financial storytellers like Michael Lewis and Greg Zuckerman turned it into main portions of best-selling books on the financial crisis. The story goes something like this: Burry was...
by John Huber | Apr 27, 2015 | Charlie Munger, Investment Philosophy
Charlie Munger is not only insightful, but he’s an entertaining guy to listen to. These Munger comments below were compiled by Aznaur Midov from the annual meeting for Daily Journal Corporation, a company that Munger chairs. I just thought I’d highlight a few comments...
by John Huber | Apr 21, 2015 | Case Studies, Investment Philosophy, Joel Greenblatt, Portfolio Management, Superinvestors
I have been busy over the past couple of weeks. My wife gave birth to twins about two weeks ago, and now that I am back in the office, I am catching up on some reading. While we were in the hospital for about a week, I did have some time to do some reading, and I have...
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 20, 2015 | Case Studies
A few weeks back I came across an article that someone had posted on Sears. It is a fascinating read for a few different reasons. One, I think Sears is an excellent case study of the retail industry and the difficulties of investing and allocating capital in that type...
