by John Huber | Jul 30, 2017 | Ideas
Last month, I did a presentation for the Manual of Ideas (a value investing website/community) on Tencent, which is a dominant internet company in China with one of the widest moats that I've ever studied. Saber Capital owns shares in Tencent, and while the stock...
by Matt Brice | Sep 25, 2016 | Book Reviews, Investment Journal, Investment Theory
One point that Buffett hammers home nicely is the idea of staying within your circle of competence. This blog post is a great recap of both Munger and Buffett's view on circle of competence. However, if you read between the lines, Buffett and Munger are both...
