by John Huber | Feb 25, 2019 | Buffett Letter Series, Investment Journal
Some notes on the letter and on his CNBC comments this morning: American Tailwind: If you didn't read the letter, I highly encourage you to read this section. I think it's so important to keep the big picture in mind. Too many people let recent events or political...
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 | Jun 2, 2018 | Buffett Letter Series, Investment Journal, Investment Theory
One of the great things about investing is the passive aspect of owning great businesses: they do a lot of work for you. They are very low maintenance, and their value increases as time goes on. This can be a blessing and a curse for investors. It can also be a...
by John Huber | Jan 26, 2017 | Buffett Letter Series
One of the main themes of the 1980 letter was the same message of the 1979 letter: inflation is a corporate tapeworm that eats away at intrinsic value. I think Buffett’s comments on inflation are interesting because they don’t match up with how many economists and...
by John Huber | Dec 26, 2016 | Buffett Letter Series, Investment Theory
First off, as we reach the end of 2016, Matt and I want to sincerely thank you, the members of this site. This site got started as a side project that Matt and I thought would be fun, and while we are just three months in, we've personally found a lot of value in...
by Matt Brice | Nov 29, 2016 | Buffett Letter Series
I want to make two points in this post. The first is on Buffett’s management style and the second on his patience. First, Buffett’s management skills are amazingly unique. I don’t think this is well appreciated, although he has demonstrated his approach for over 30...
