by John Huber | May 7, 2020 | Ideas
I reviewed a number of "small tech" companies over the past week (Big Tech: FB, AMZN, GOOG, AAPL all reported earnings last week). I wrote some notes that touched on a couple of these small tech firms, but I as I read earnings report after earnings report from...
by John Huber | Nov 1, 2019 | Ideas
"Earnings season" is very rarely any different for me than most other times of the year. One of the great things about owning quality companies is that they tend to be more predictable, and require far less maintenance. Not a lot changes from quarter to quarter. That...
by John Huber | May 1, 2019 | Ideas, Investment Journal
Saudi Arabia, if it were a business, would be considered a cash cow. In fact, Saudi Aramco, the country’s oil company that was once a joint venture with one of Rockefeller’s Standard Oil descendants but was nationalized decades ago, is the most profitable business in...
by John Huber | Mar 24, 2018 | Uncategorized
A few weeks ago, my good friend Saurabh Madaan (a former Googler who now works at Markel with Tom Gayner) invited me to come to Richmond to chat about a few investing ideas with Mr. Gayner and a few other “Markelers” (if there are Googlers, why can’t...
by John Huber | Mar 8, 2018 | Ideas
It goes without saying that Google is one of the world's greatest companies. It provides a tool that has revolutionized the way that a large swath of the world's population conducts its work and it nearly instantly satisfies our insatiable thirst for knowledge and...
