by John Huber | Nov 4, 2015 | Industry-Banks, Investment Ideas & Company Research
“In the end, banking is a very good business unless you do dumb things.” – Warren Buffett Buffett has been investing in bank stocks since the 1950’s, and I think one of the things he probably likes most about banking is the predictability of deposit growth. As he...
by John Huber | Oct 10, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes
“Experience, however, indicates that the best business returns are usually achieved by companies that are doing something quite similar today to what they were doing five or ten years ago… a business that constantly encounters major change also encounters...
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 | Dec 13, 2013 | Case Studies, General Thoughts, Industry-Banks, Superinvestors, Think Differently, Warren Buffett
I wrote a post about screening for quality bank stocks and another one here about Wells Fargo vs Cheap Community Banks and thought I’d post on some other comments I have here. Some of these thought might sound contradictory (everyone wants to separate stocks...
