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...
by John Huber | Oct 9, 2013 | Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
Last week, I came across this video of Stewart Horejsi, one of a small, but growing list of billionaires who have made their fortune solely because of their investment in Berkshire Hathaway. This was a really interesting story about a guy who began buying Berkshire...
by John Huber | May 14, 2013 | Investment Ideas & Company Research, Investment Philosophy, Shareholder Letters & Reports, Superinvestors
A couple weeks back I wrote a quick post on Tom Gayner, who is an outstanding investor and head of Markel (MKL), one of my favorite companies in America. Markel is a well run insurance company that has been compounding shareholder equity consistently at about 16% per...
by John Huber | Feb 3, 2013 | Investment Ideas & Company Research
I was reading one of my favorite blogs that I just only recently discovered called Brooklyn Investor. He does a great job at doing thorough analysis on companies, and some of the posts are good case studies to learn from. He had a couple posts last week on Wells Fargo...
