by John Huber | Feb 20, 2014 | Education, How to Improve Results, Warren Buffett
I am in the midst of writing a few posts on the importance of Return on Invested Capital (ROIC). I wrote two posts last week discussing Greenblatt’s formula and some thoughts on the topic (Here and Here). I’ll have one or two more posts next week...
by John Huber | Feb 11, 2014 | Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
In part 1 of this post, I mentioned I caught a video interview with Joel Greenblatt at Morningstar. In the video, Greenblatt talks about indexing, and things that are not necessarily interesting to me and my investment strategy, but he also had some brief comments on...
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 | Nov 25, 2013 | Case Studies
Over the weekend I was reading through some Charlie479 posts on VIC (who I’ll introduce below). He recommended a company called Winmall & Co (WNMLA), a small, illiquid, management-controlled stock in 2001 that was selling for about 43% of net cash. Below is an...
