Sitemap - 2026 - Base Hit Investing

A Spinoff Bargain with a Growth Runway

Update on NRP, Variable Dividends, Buybacks and Soda Ash

Category 2 Large Caps and Current Opportunities

Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)

AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities

Thoughts on Market Valuations, AI, Productivity and Shortages

Lincoln Post: NFLX and Theaters, FCNCA Earnings

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