John Huber
Publishes 1 feed
Base Hit Investing
A Saber Capital investment journal
20 posts · theirs
Lately
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
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
Oil Free Cash Flow: California and Canada vs Texas; Charlie Munger's Investment Mistake; A Producer at Half of Liquidation Value
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
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