by John Huber | Sep 18, 2017 | Investment Journal, Investment Theory
I recently was reviewing some notes I wrote while watching a presentation that Mohnish Pabrai gave, and I thought I’d share those notes here since I think the general concept underpinning his talk is worth thinking about. I am in the midst of going through all 3500...
by John Huber | Sep 5, 2017 | Investment Journal, Investment Theory
I thought I’d share a few brief comments on investment philosophy, as we begin the week. It’s a tough time finding value in the current market. When prices are generally high, I often take that as an opportunity to read about other companies and work on expanding my...
by John Huber | Aug 27, 2017 | Investment Journal
Apple reported earnings a few weeks ago, and as I usually do, I jot down some notes in a file each quarter on the companies I follow. I was reviewing my Apple journal and came across some notes I wrote a while back on Blackberry. This post would have probably been...
by John Huber | Aug 14, 2017 | Ideas
Vertu Motors (ticker is VTU in London) is one of the cheapest stocks I’ve seen in a while. Vertu owns 124 car dealerships in the UK. I’ve been studying the US dealership owners over the last few months, and I’m still looking at the UK market, but I thought I’d share...
by John Huber | Jul 30, 2017 | Ideas
Last month, I did a presentation for the Manual of Ideas (a value investing website/community) on Tencent, which is a dominant internet company in China with one of the widest moats that I've ever studied. Saber Capital owns shares in Tencent, and while the stock...
