by John Huber | Oct 18, 2018 | Case Studies, Investment Journal, Investment Theory
Sears finally filed for bankruptcy earlier this week. Over the weekend, I was rereading some of the notes I’ve taken over the years on Sears. It’s been an interesting situation to watch. I sometimes wonder if Lampert has ever estimated what has become a monumental...
by John Huber | Oct 12, 2018 | Buffett Letter Series, Case Studies, Investment Journal
I am still doing some research on a number of companies in the residential housing space, and I’ll write more about my thoughts here as they develop. This post will have some brief general thoughts related to a post I wrote last week on the GSE’s: Investor Sentiment...
by John Huber | Sep 18, 2018 | Ideas
I have been buying shares of Altaba (AABA) over the last couple weeks. Altaba is the leftover stub that used to be Yahoo. It is now basically a holding company that owns stock in Alibaba. The NAV of AABA trades for a sizable discount to their stake in BABA. And even...
by John Huber | Sep 7, 2018 | Ideas, Investment Journal
Here is a note I sent to my investors just now, and I wanted to share it here with readers. Below is a copy of the note. Dear Investment Partner: I hope you had an enjoyable summer. I wanted to send a brief note with a few comments. One, I took a trip to China over...
by John Huber | Aug 22, 2018 | Ideas
Yet again, another incredibly mundane title.... but I'll be optimistic when I say let's continue with some (hopefully) more interesting thoughts -- at least interesting to me if no-one else :) Last week, I wrote a post on my trip to China. For those who haven’t read...
