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John Huber

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51

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2024-05-31

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2024-05-31

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1. “Yeah, it's a great question. I put together John's MBA. I called it back then, which is basically a collection of my own, I put together my own curriculum, basically. And I think the top of the list would still be Buffett's letters. And I think it's widely acknowledged that those are an invaluable resource for business owners and for investors to study. But just because it's widely acknowledged doesn't diminish the value of those things. So to me, that's like the number one place to start if you were trying to learn about business, you're going to learn about all kinds of things relating to competitive advantage, the importance of returns on capital, the pitfalls that businesses face, the blind spots that managers have and that investors might have, the risks out there, along with, and so you, the letters cover all that, and along with case studies, which is very important. So one thing I think I would focus more on.”

   2024-05-31 · We Study Billionaires · TIP634: Value Investing Fundamentals w/ John Huber · IDENTIFIED FROM THE TRANSCRIPT