by John Huber | Dec 22, 2014 | General Thoughts, Investment Philosophy, Portfolio Management
This weekend I came across a link to an excellent Manual of Ideas interview with Allan Mecham that I’ve read before, but I decided to read through it again. There are a few key points that Mecham brings up that I think are really worth repeating, so I thought...
by John Huber | Dec 11, 2014 | Investment Philosophy
Long time readers of the blog know that I’m a big sports fan, and occasionally I’ll use analogies from the sports world to make a point on investing. There are certain rules of thumb that I keep in mind when thinking about the public markets. There are certain...
by John Huber | Oct 28, 2014 | Investment Philosophy, Superinvestors, Warren Buffett
There seems to be a strange dichotomy in the value investing universe: those who buy so-called compounders, and those who buy so-called cheap stocks. I want to own businesses that are building value, but that doesn’t mean I don’t care about valuation. I pass on...
by John Huber | Sep 30, 2014 | Investment Philosophy
I thought I’d circle back to discuss the topic of compounders and return on capital. I wrote a few posts about earlier this year, and there have been numerous comments and questions. In this post, I want to discuss the actual math behind the compounders, to try and...
by John Huber | Sep 19, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I just came across an article I just read that I thought was interesting, and thought certain readers might enjoy. Although the article has nothing directly to do with investing, I think there are some takeaways for those of us in the investment world. Certainly the...
