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Video: Market Valuations and Opportunities
I recorded a video that discusses some risks I see in the general stock market and opportunities that have resulted in part because of passive index…
Oct 28
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John Huber
31
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Video: Market Valuations and Opportunities
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Lincoln's 2nd Inaugural Address; Investing Philosophies and Tribalism
Inspired by Abe Lincoln's succinct delivery, I'm going to publish more short form thoughts from the "ugly first draft" files with the goal of sparking…
Oct 1
•
John Huber
43
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Lincoln's 2nd Inaugural Address; Investing Philosophies and Tribalism
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September 2024
14% FCF Yield + Undervalued Real Estate
I have a contrarian view on the quality of this industry; surprisingly solid ROIC's & consistent FCF generation, plus real estate carried on books at…
Sep 16
•
John Huber
22
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14% FCF Yield + Undervalued Real Estate
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11
August 2024
Value Hiding in Plain Sight, a Big Buyback Announcement, and a Quiet Compounder
Some updates on a few of our recent investments, including NRP, DR, and FCNCA, along with some thoughts on great management teams, bargains hiding in…
Aug 20
•
John Huber
20
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Value Hiding in Plain Sight, a Big Buyback Announcement, and a Quiet Compounder
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7
Thoughts on Buffett Selling Apple
His investment decisions are not economic or market predictions, but just a byproduct of the huge size of his portfolio and how few stocks he can buy…
Aug 9
•
John Huber
136
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Thoughts on Buffett Selling Apple
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July 2024
Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
This post is a loose summary of a recurring conversation I've been having with a few friends of mine recently.
Jul 12
•
John Huber
178
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Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
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June 2024
Hospital Owner at a 14% FCF Yield
Owner of high quality assets (39% ROIC, 20 years of consistent FCF) that has recently changed its corporate strategy and capital allocation; now buying…
Jun 6
•
John Huber
27
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Hospital Owner at a 14% FCF Yield
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12
May 2024
Big Tech Capex and Earnings Quality
The capex spending at MSFT, META, GOOG will eclipse $150 billion this year alone. These businesses are much different than they were 5 years ago with…
May 7
•
John Huber
127
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Big Tech Capex and Earnings Quality
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13
April 2024
Valuation Update on an Overcapitalized Bank with Buyback Potential
One of my favorite banks that has the opportunity and the excess capital to potentially buy back over 30% of its shares over the next couple years…
Apr 28
•
John Huber
24
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Valuation Update on an Overcapitalized Bank with Buyback Potential
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1
March 2024
Graham's "Unpopular Large Caps" Part 2: Thoughts on Diversification
Follow up to my post on Graham's still-effective strategy on buying out of favor large caps; Graham's view on diversification and my own thoughts on…
Mar 19
•
John Huber
63
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Graham's "Unpopular Large Caps" Part 2: Thoughts on Diversification
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1
NRP's Evolution and Future Distribution Potential
NRP is an example of outstanding shareholder stewardship. Nearing the end of simplification strategy that mgmt laid out in 2015 & successfully…
Mar 11
•
John Huber
24
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NRP's Evolution and Future Distribution Potential
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6
Thoughts on Ben Graham's "Unpopular Large Caps": A Still-Effective Strategy
Graham's view on how large caps can get mispriced, a time arbitrage investment approach that worked for Graham and still works today
Mar 4
•
John Huber
112
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Base Hit Investing
Thoughts on Ben Graham's "Unpopular Large Caps": A Still-Effective Strategy
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