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...
by Matt Brice | Jan 16, 2018 | Investment Theory
I started re-reading Snowball over the holidays. If you haven't read it, you should and if you haven't read it in a few years, 2018 might be a good time to pick it up again. I joke with John that reading Snowball annually is similar to a Christian re-reading the...
by John Huber | Nov 3, 2017 | Investment Journal
I’m busy looking at a number of investment ideas, and while the general market trades at new highs almost daily, I expect to be able to locate value. A couple weeks ago I referenced a quote Buffett made about how he could run the top five companies (Apple, Google,...
by John Huber | Oct 11, 2017 | Investment Journal
"I believe that probably the five largest American companies by market cap...they have a market value of over two-and-a-half trillion dollars...and if you take those five companies, essentially you could run them with no equity capital at all. None." - Warren...
