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...
by John Huber | Jul 22, 2018 | Ideas
There was an interesting press release that came out this week at Berkshire Hathaway. I wanted to post some very brief thoughts, but first just a quick introductory comment that might be somewhat related to the topic... I was writing some thoughts for my mid-year...
by John Huber | Jul 6, 2018 | Ideas, Investment Theory
For the first time since the correction in the stock market in February, I am getting interested in a few investment ideas. A few of the ideas are in unexciting companies (unexciting in the sense that they are well-known and have been discussed plenty of times before…...
