Base Hit Investing

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

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Base Hit Investing

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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Base Hit Investing

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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Base Hit Investing

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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Base Hit Investing

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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Base Hit Investing

Value Hiding in Plain Sight, a Big Buyback Announcement, and a Quiet Compounder

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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

136

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Base Hit Investing

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

179

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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

27

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Base Hit Investing

Hospital Owner at a 14% FCF Yield

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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, 2024 • 

John Huber

131

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Base Hit Investing

Big Tech Capex and Earnings Quality

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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, 2024 • 

John Huber

24

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Base Hit Investing

Valuation Update on an Overcapitalized Bank with Buyback Potential

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