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CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
A Lincoln Post with some quick thoughts on CNK's valuation, its new buyback announcement and a review of the Fairfax preferred shares.
Mar 7
•
John Huber
3
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CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
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February 2025
Investment Categories and Update on Holdings
Investor letter to Saber clients from last fall that outlines three types of investments in our portfolio, along with some updated comments on the…
Feb 23
•
John Huber
26
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Investment Categories and Update on Holdings
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January 2025
Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments
I review some thoughts on the valuations of some stocks we discussed last year, along with portfolio management tactics, thoughts on selling, and an…
Jan 6
•
John Huber
31
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Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments
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December 2024
Special Situation Arbitrage Opportunity
A hidden series of securities on a very high-quality company that I believe have been mispriced, and a recent announcement provides clarity on when this…
Dec 5, 2024
•
John Huber
29
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Special Situation Arbitrage Opportunity
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November 2024
Buyback Machine and a Possible Liquidation
A company selling off assets and using the large net cash proceeds to buy back shares at a high FCF yield
Nov 23, 2024
•
John Huber
33
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Buyback Machine and a Possible Liquidation
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October 2024
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, 2024
•
John Huber
33
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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, 2024
•
John Huber
44
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Base Hit Investing
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, 2024
•
John Huber
23
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Base Hit Investing
14% FCF Yield + Undervalued Real Estate
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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, 2024
•
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, 2024
•
John Huber
137
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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, 2024
•
John Huber
183
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Base Hit Investing
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, 2024
•
John Huber
28
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Hospital Owner at a 14% FCF Yield
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