by John Huber | Apr 23, 2020 | Investment Journal, Investment Theory
Over the last five years I've heard a lot of value investors discussing how traditional "value stocks" haven't performed well for a long time. By value stocks, I mean the way they are traditionally defined (low price to book; low price to earnings, low EV/EBIT,...
by John Huber | Mar 27, 2019 | Investment Journal, Investment Theory
I recently watched the series of pieces that CNBC put on during the 10-year anniversary of the credit crisis that occurred in the fall of 2008. It was interesting to listen to Buffett describe how he got a call from Lehman Brothers CEO Dick Fuld in the summer of 2008....
by Matt Brice | Dec 3, 2018 | Ideas, Investment Theory
When I first wrote about Tinder’s parent company, Match, I believed there were two risks. I know I made a mistake with the first risk, and I believe there are lessons to be learned from both risks I identified. First, Tinder operates a freemium network user business...
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 Matt Brice | Aug 27, 2018 | Ideas, Investment Theory
Facebook's one day drop on July 27th was impressive. It marked the largest ever loss of equity value for a U.S. listed company. However, to achieve such a feat requires a large market cap before such a day, quite an impressive feat on its own. This feat was only...
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…...
