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 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 | Jun 7, 2017 | Investment Theory
Value investors tend to shy away from technology companies. There are typically two primary reasons for this. First, technology can sometimes be difficult to understand. For example, Nvidia is a technology company that designs graphic processing units. These units...
by John Huber | May 19, 2017 | Ideas, Investment Journal, Investment Theory
This will be a somewhat meandering post on some notes of mine regarding the concept of selling, as well as some brief comments on AutoNation and Verisign (the latter is a current holding). I’ve talked about stocks in category 1 vs category 2. What do I mean by this?...
by Matt Brice | May 12, 2017 | Investment Theory
I was a philosophy major, so I have a lot of theories rolling around in my head. Most of them are completely useless. This idea below, however, is probably my best insight into business since I starting reading about investing over a decade ago. One good idea per...
