# buyback — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover buyback. Page: Feed: --- ## [Update on NRP, Variable Dividends, Buybacks and Soda Ash](https://basehitinvesting.substack.com/p/update-on-nrp-variable-dividends) _2026-08-14 · John Huber · Base Hit Investing_ NRP has reached the finish line of a remarkable turnaround, and is poised to become a capital return engine ## [Category 2 Large Caps and Current Opportunities](https://basehitinvesting.substack.com/p/category-2-large-caps-and-current) _2026-07-23 · John Huber · Base Hit Investing_ Some of our most reliable investments have come from stocks of good companies when sentiment turns negative. Some current ideas... ## [Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?](https://basehitinvesting.substack.com/p/weekend-thoughts-malones-born-to) _2026-06-22 · John Huber · Base Hit Investing_ Thoughts on the cable industry... ## [Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)](https://basehitinvesting.substack.com/p/thoughts-on-roic-margins-and-turnover) _2026-05-30 · John Huber · Base Hit Investing_ "A majority of life’s errors are caused by forgetting what one is really trying to do.” - Charlie Munger ## [AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities](https://basehitinvesting.substack.com/p/ai-fear-trade-emotional-markets-avoiding) _2026-02-13 · John Huber · Base Hit Investing_ Some thoughts on the recent emotional "AI Fear Trade" along with case studies; and comments on NRP, DOUG, PBI, oil, silver, and DIS ## [Thoughts on Market Valuations, AI, Productivity and Shortages](https://basehitinvesting.substack.com/p/thoughts-on-market-valuations-ai) _2026-01-27 · John Huber · Base Hit Investing_ Plus: Tickle Me Elmo and end user demand; Why do all shortages end in gluts? And who is TSMC's customers' customers' customer? ## [Lincoln Post: NFLX and Theaters, FCNCA Earnings](https://basehitinvesting.substack.com/p/lincoln-post-sarandos-and-theaters) _2026-01-25 · John Huber · Base Hit Investing_ More Thoughts on NFLX and Theaters, Ted Sarandos comments for that business, CNK, MCS; also FCNCA earnings update, and the overemphasis on asset sensitivity and expense growth ## [Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate](https://basehitinvesting.substack.com/p/contrarian-low-cost-producer-at-a) _2025-12-29 · John Huber · Base Hit Investing_ Large margin of safety from the valuable real estate being monetized, underappreciated moat with key cost advantages, growth prospects thanks to new law taking effect in 2026. Mgmt buying back shares. ## [Oil Free Cash Flow: California and Canada vs Texas; Charlie Munger's Investment Mistake; A Producer at Half of Liquidation Value](https://basehitinvesting.substack.com/p/oil-free-cash-flow-california-and) _2025-12-22 · John Huber · Base Hit Investing_ 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 words); a discounted producer buying back shares ## [Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?](https://basehitinvesting.substack.com/p/movie-theaters-risk-and-opportunities) _2025-12-08 · John Huber · Base Hit Investing_ Is the recent selloff in CNK overblown? Thoughts on the NFLX/WBD deal; MCS FCF; Thoughts on Disney and its valuation ## [Earn crypto for idle GPUs (Sponsored)](https://crawlproof.com/a/Zs0lDGCdGbe6) _2025-12-08 · **Sponsored**_ Run one CLI, host Qwen/Llama/Mistral, and earn BTC, ETH, SOL, or USDC ## [Understanding ROIC on Low Growth Businesses](https://basehitinvesting.substack.com/p/understanding-roic-on-low-growth) _2025-12-05 · John Huber · Base Hit Investing_ A discussion of ROIC vs FCF yield; does ROIC matter in low growth businesses? Some current examples of high FCF yield stocks ## [Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value](https://basehitinvesting.substack.com/p/two-types-of-bank-investments-thoughts) _2025-10-28 · John Huber · Base Hit Investing_ Summary of bank investment strategy (bargains and compounders); Asset sensitivity might be misunderstood; a comparison of FCNCA vs other regional banks ## [High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion](https://basehitinvesting.substack.com/p/high-fcf-yielding-stocks-returns) _2025-09-15 · John Huber · Base Hit Investing_ Examples of stocks that offer high FCF yields, where returns are earned from business results without requiring P/E expansion ## [Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)](https://basehitinvesting.substack.com/p/quiet-compounders-and-a-hidden-moat) _2025-07-11 · John Huber · Base Hit Investing_ A high margin, high ROIC business with a hidden moat for 5.5 P/FCF that is buying back shares. ## [Investment Evolution or Flexible Tactics?](https://basehitinvesting.substack.com/p/investment-evolution-or-flexible) _2025-06-02 · John Huber · Base Hit Investing_ A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade; current valuations; how to avoid value traps ## [A Compounder That's Ramping Up the Buyback](https://basehitinvesting.substack.com/p/a-compounder-thats-ramping-up-the) _2025-05-12 · John Huber · Base Hit Investing_ A big buyback announcement (14% of the shares) & recent insider buying; summary of the valuation and thoughts on the opportunistic mindset of its management team ## [A Gem of a Thrift Conversion](https://basehitinvesting.substack.com/p/a-gem-of-a-thrift-conversion) _2025-04-23 · John Huber · Base Hit Investing_ Recently converted thrift trades at 65% of book value, has lots of excess capital, pristine credit quality, is buying back meaningful amounts of its stock, and has consistent insider buying ## [Short-termism and Opportunities; Buffett's Views on Tariffs](https://basehitinvesting.substack.com/p/short-termism-and-opportunities-buffetts) _2025-04-17 · John Huber · Base Hit Investing_ Clip of a Saber client note with some thoughts on trade deficits and market behavior ## [CNK Buyback, Special Situation Review, and Some Thoughts on Theaters](https://basehitinvesting.substack.com/p/cnk-buyback-special-situation-review) _2025-03-07 · John Huber · Base Hit Investing_ A Lincoln Post with some quick thoughts on CNK's valuation, its new buyback announcement and a review of the Fairfax preferred shares. ## [Chovy's Blog: Agentic Coding (Sponsored)](https://crawlproof.com/a/RpiPCZ6LeSlq) _2025-03-07 · **Sponsored**_ Personal posts on agentic coding, moshcode CLI, and security findings. ## [Investment Categories and Update on Holdings](https://basehitinvesting.substack.com/p/investment-categories-and-update) _2025-02-23 · John Huber · Base Hit Investing_ Investor letter to Saber clients from last fall that outlines three types of investments in our portfolio, along with some updated comments on the stocks mentioned