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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…
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John Huber
13
Munger Podcast Thoughts, Retail Stocks, and Munger the Bargain Hunter?
A great discussion where Charlie Munger outlines his views on Costco and other quality retailers, why Buffett doesn't like retail, and even some…
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John Huber
Buffett's 44% CAGR and Various Types of High Quality Investments
I've noticed three common themes with Buffett's recent investments in energy and Japan: low valuations, improving capital allocation, and rising ROIC's.
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John Huber
20
The Power of Incentives; SVB and Berkshire
A review of Silicon Valley Bank's capital allocation policies, its cash flow statement, and a case study on the power of incentives
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John Huber
9
Sources of Enduring Business Success
One of the biggest advantages that individual investors have is their ability to maintain a long-term time horizon.
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John Huber
1
Warren Buffett 1997 Email Exchange on Microsoft
I recently came across an interesting email exchange from a time when email was still in its infancy.
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John Huber
Buffett's Underrated Investment Attribute
A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company.
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John Huber
Fannie Mae, Freddie Mac, Investor Sentiment and the Housing Market
I’ve been spending some time studying the housing market and a number of companies that directly and indirectly do business in that industry.
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John Huber
Buffett 1972 Letter to See's Candies and Notes on an Underfollowed Tollroad
I recently came across a letter that Buffett sent to Chuck Huggins, the CEO of See's Candies in 1972.
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John Huber
Importance of Knowing Your Investment Boundaries (Sears Mini-Case Study)
A few months ago we had an interesting discussion: The topic was Munger’s ability to quickly discard an investment opportunity if it was something he…
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John Huber
Buffett's Investment in Dempster Mill--A Cigar Butt
I came across a case study that discusses Dempster Mill recently.
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John Huber
Apple vs. Exxon Mobil
I read an article last week by Scott Fearon, who wrote the excellent book Dead Companies Walking (a good book about shorting stocks, which can benefit…
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John Huber
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