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 | 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 | Feb 6, 2014 | General Thoughts, Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
I recently watched a video of Joel Greenblatt with Morningstar. Most of the video discusses the index approach to investing using a value weight (as opposed to equal weight or market weight, which most indexes use). I’m not that interested in indexing, although for...
