by John Huber | Jul 18, 2017 | Investment Journal
JPM announced earnings on Friday. I thought I’d review some brief thoughts, since it’s a stock I’ve discussed previously (along with the other banks as well). I don’t really care to go over the details of the earnings report, as I tend to think about the business from...
by Matt Brice | Jul 13, 2017 | Investment Journal, Investment Theory
John wrote about O'Reilly (ORLY) a few months back and I just wanted to write down my thoughts from a more general and less financial perspective. Primarily, I would like to use my thoughts on ORLY to highlight a key skill all investors should keep in mind. "If past...
by Matt Brice | Jul 7, 2017 | Investment Journal, Special Situations
The difference between an amateur photographer and a professional is that you only see the best images of the later, but the former displays a lot of not so flawless images on his path to understanding what he needs to do better. John and I wanted to create this...
by John Huber | Jun 13, 2017 | Investment Journal
Over the past year, I've been steadily doing a lot of reading about China in general, and a few companies there specifically. China is a fascinating country to read about, with some real issues looming on one hand but some real long-term tailwinds on the other. Chanos...
by Matt Brice | Jun 2, 2017 | Investment Journal
One foot hurdles are the best investments. John texted me Thursday night asking which team I thought I would win the NBA Finals. Since I am on mountain standard time, my kids don’t usually go to bed until these games are almost over. I replied to his text as my kids...
by John Huber | May 24, 2017 | Investment Journal
"But before he left, he taught me two things. Never, ever invest in the present. It doesn't matter what a company is earning, or what they have earned. He taught me that you have to visualize the situation 18 months from now." ...
