by John Huber | Jan 6, 2016 | Case Studies, Education, General Thoughts
“It is the basics. It is focusing on selection, low prices, and reliable, convenient, fast delivery. It’s the cumulative effect of having this approach for 14 years. I always tell people, if we have a good quarter it’s because of the work we did three,...
by John Huber | Jun 2, 2015 | Case Studies, Investment Quotes, Warren Buffett
Earlier this year I watched Lang Lang play Grieg’s Piano Concerto in A Minor—one of my all-time favorite pieces of music. The concerto is a monster—full of big octaves, virtuosity, excitement and power. It has around 30,000 notes, but the music is tied together with a...
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 18, 2013 | How to Improve Results, Investment Philosophy, Investment Quotes
“(The Intelligent Investor) taught me how to think about a stock and the stock market. It taught me the market was there not to instruct me but to serve me. – Warren Buffett, 2013 Berkshire Hathaway Annual Meeting Ben Graham taught us that it is crucial to...
by John Huber | Oct 18, 2013 | Books, How to Improve Results, Investment Philosophy, Superinvestors, Warren Buffett
“Rule #1: Don’t Lose Money….” The best book I’ve ever read on Buffett is Alice Schroeder’s Snowball. I remember picking up my copy about four years ago and literally not being able to put it down. I read it for hours at a time, all...
