Sitemap - 2024 - Base Hit Investing
Special Situation Arbitrage Opportunity
Buyback Machine and a Possible Liquidation
Video: Market Valuations and Opportunities
Lincoln's 2nd Inaugural Address; Investing Philosophies and Tribalism
14% FCF Yield + Undervalued Real Estate
Value Hiding in Plain Sight, a Big Buyback Announcement, and a Quiet Compounder
Thoughts on Buffett Selling Apple
Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
Hospital Owner at a 14% FCF Yield
Big Tech Capex and Earnings Quality
Valuation Update on an Overcapitalized Bank with Buyback Potential
Graham's "Unpopular Large Caps" Part 2: Thoughts on Diversification
NRP's Evolution and Future Distribution Potential
Thoughts on Ben Graham's "Unpopular Large Caps": A Still-Effective Strategy