by John Huber | Sep 9, 2020 | Uncategorized
In a recent note to my investors, I described three different categories of investments. I’m going to describe an investment idea from the third category very briefly at the end of the post, but first I’ll describe these three types of investments. From a...
by John Huber | Jul 26, 2020 | Investment Journal
I've written a lot about returns on capital, especially the importance of the returns a company gets on incremental retained earnings. The "returns on incremental capital" are critical in determining the ability of a business to compound its value. I recently did a...
by John Huber | Jun 17, 2020 | Buffett Letter Series, Investment Journal
I did a podcast with Tobias Carlisle recently, and one of the things we mentioned was the Buffett meeting and Berkshire Hathaway in general. I had a few thoughts I wrote after the meeting last month. Since I've had a few people asking my views on the meeting, I...
by John Huber | May 30, 2020 | Investment Journal, Investment Theory
I’m re-reading Phil Fisher's book Common Stocks and Uncommon Profits this weekend. I haven't read the book since 2006 and I noticed it on my shelf and decided to revisit it. I've always liked his common sense approach to investing for the long-term. He talks about how...
by John Huber | May 7, 2020 | Ideas
I reviewed a number of "small tech" companies over the past week (Big Tech: FB, AMZN, GOOG, AAPL all reported earnings last week). I wrote some notes that touched on a couple of these small tech firms, but I as I read earnings report after earnings report from...
