by John Huber | Jan 17, 2019 | Ideas
Matt made a comment in a recent post regarding Verisign’s simplicity. Not just the simplicity with its business model (and it is one of the simplest businesses I’ve ever studied), but also the simplicity of the investment itself. In other words, owning Verisign is a...
by John Huber | Dec 26, 2018 | Ideas, Investment Journal
Happy Holidays to all our BHI readers! I hope you are enjoying some family time this week. As I sat around my Christmas tree last night after all the presents were opened and the kids were in bed, I was jotting down a few quick thoughts I wanted to share. There are...
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...
