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A Spinoff Bargain with a Growth Runway
Recent merger and split-off transaction leaves a bargain stock but also what I believe is a high quality business with an under-appreciated growth…
 • John Huber
Update on NRP, Variable Dividends, Buybacks and Soda Ash
NRP has reached the finish line of a remarkable turnaround, and is poised to become a capital return engine
 • John Huber
Category 2 Large Caps and Current Opportunities
Some of our most reliable investments have come from stocks of good companies when sentiment turns negative. Some current ideas...
 • John Huber
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
Thoughts on the cable industry...
 • John Huber
Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)
"A majority of life’s errors are caused by forgetting what one is really trying to do.” - Charlie Munger
 • John Huber
AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities
Some thoughts on the recent emotional "AI Fear Trade" along with case studies; and comments on NRP, DOUG, PBI, oil, silver, and DIS
 • John Huber
Lincoln Post: NFLX and Theaters, FCNCA Earnings
More Thoughts on NFLX and Theaters, Ted Sarandos comments for that business, CNK, MCS; also FCNCA earnings update, and the overemphasis on asset…
 • John Huber
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
Large margin of safety from the valuable real estate being monetized, underappreciated moat with key cost advantages, growth prospects thanks to new law…
 • John Huber
Oil Free Cash Flow: California and Canada vs Texas; Charlie Munger's Investment Mistake; A Producer at Half of Liquidation Value
Why California & Canadian oil production has better ROIC and more FCF than Texas; a look at one of Charlie's biggest investment mistakes (his own…
 • John Huber
Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?
Is the recent selloff in CNK overblown? Thoughts on the NFLX/WBD deal; MCS FCF; Thoughts on Disney and its valuation
 • John Huber
Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value
Summary of bank investment strategy (bargains and compounders); Asset sensitivity might be misunderstood; a comparison of FCNCA vs other regional banks
 • John Huber
High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion
Examples of stocks that offer high FCF yields, where returns are earned from business results without requiring P/E expansion
 • John Huber
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