Base Hit Investing · Mar 7, 2025

CNK Buyback, Special Situation Review, and Some Thoughts on Theaters

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A Lincoln Post with some quick thoughts on CNK's valuation, its new buyback announcement and a review of the Fairfax preferred shares.

I wrote about the idea of Lincoln Posts — shorter posts, sometimes just entries from my investment journal on some of the companies I follow.

Today is a quick post-mortem on a special situation that worked out along with some notes on MCS, CNK and the cost structure of theaters. CNK also just announced a $200m buyback, which I think is a smart use of capital.

Quick Review of the Fairfax Preferreds

Read on basehitinvesting.substack.com ↗

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