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 | Jun 4, 2014 | Case Studies, Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. This is part 2 of my follow up thoughts on compounders, cheap stocks, and the importance of returns on...
by John Huber | May 13, 2014 | Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. A while back, I posted a couple articles on return on invested capital (ROIC) along with some comments...
by John Huber | Apr 28, 2014 | Investment Philosophy
One of the most common questions I get from readers as well as clients involves my overall investment philosophy. I talk about this often with clients, but I thought I’d write some comments specifically pertaining to my own investment philosophy and a few aspects of...
by John Huber | Apr 3, 2014 | Industry-Insurance, Investment Ideas & Company Research
“Our financial goals are to earn consistent underwriting profits and superior investment returns to build shareholder value” – Markel 2013 Annual Report Markel is an outstanding business currently in its 85th year of operations. It is an excellent insurance company...
