Net-Nets: A Riddle Wrapped In Mystery Inside Cigar Butt
Net-Nets: A Riddle Wrapped in Mystery Inside a Cigar Butt By John Huber On June 25, 2014 I received a couple questions/comments from … Read more
Net-Nets: A Riddle Wrapped in Mystery Inside a Cigar Butt By John Huber On June 25, 2014 I received a couple questions/comments from … Read more
I recently came across two videos with Mohnish Pabrai. Readers here know that Mohnish Pabrai is one of my favorite … Read more
This is part 2 of my follow up thoughts on compounders, cheap stocks, and the importance of returns on capital. … Read more
Memorial Day Reading I’ll continue the discussion on compounders and the importance of ROIC next week. I have a few … Read more
Now pretend you did not view the above annotated chart and view this: http://www.gold2020forecast.com/ Psst: NO ONE KNOWS. Better to … Read more
A while back, I posted a couple articles on return on invested capital (ROIC) along with some comments on Joel … Read more
I had a great time in Omaha this past weekend. I got to meet with a couple clients, reconnect with … Read more
One of the most common questions I get from readers as well as clients involves my overall investment philosophy. I … Read more
I recently watched a video lecture at Columbia from 2010 with Glenn Greenberg of Brave Warrior Advisors, and thought I’d … Read more
“Our financial goals are to earn consistent underwriting profits and superior investment returns to build shareholder value” – Markel 2013 … Read more
“The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices … Read more
“I found that the entire fund industry worked a certain way, and that their results reflected the mediocre way in … Read more
“Investment is most intelligent when it is most businesslike”. – Ben Graham, The Intelligent Investor This is the time of year … Read more
“Messer Hubbard and Bell want to install one of their “telephone devices” in every city. The idea is idiotic on … Read more
I came across an excellent presentation that I wanted to share because it sparked some thoughts. It is not about … Read more