Sitemap - 2025 - Base Hit Investing
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?
Understanding ROIC on Low Growth Businesses
Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value
High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion
Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)
Investment Evolution or Flexible Tactics?
A Compounder That's Ramping Up the Buyback
Short-termism and Opportunities; Buffett's Views on Tariffs
CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
Investment Categories and Update on Holdings
Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments