by John Huber | Feb 12, 2015 | Case Studies, Superinvestors, Think Differently
A while back I wrote a post about how the gap between 52 week high and low prices presents an opportunity for investors in public markets. I mentioned that this simple observation (the huge gap between yearly highs and lows) is all the evidence you need to debunk the...
by John Huber | Jan 6, 2015 | Ben Graham, Investment Philosophy, Warren Buffett
“The newer approach to security analysis attempts to value a common stock independently of its market price. If the value found is substantially above or below the current price, the analyst concludes that the issue should be bought or disposed of. This independent...
by John Huber | Nov 13, 2014 | Investment Philosophy, Warren Buffett
I’ve been spending the vast majority of my time working on a number of new investment ideas, but I do find time to catch up on reading the paper. Earlier this week I came across a post on one of the Wall Street Journal blogs that posted a copy of an old letter that...
by John Huber | Oct 28, 2014 | Investment Philosophy, Superinvestors, Warren Buffett
There seems to be a strange dichotomy in the value investing universe: those who buy so-called compounders, and those who buy so-called cheap stocks. I want to own businesses that are building value, but that doesn’t mean I don’t care about valuation. I pass on...
by John Huber | Sep 19, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I just came across an article I just read that I thought was interesting, and thought certain readers might enjoy. Although the article has nothing directly to do with investing, I think there are some takeaways for those of us in the investment world. Certainly the...
