Sitemap - 2025 - Base Hit Investing

Quiet Compounders and a Hidden Moat at an 18% FCF Yield

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

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