# nrp (audio feeds) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover nrp. Page: Feed: --- ## [NRP Radio: Avin' a laff with your m8s to save Britannia (ep. 47 with Yeerk)](https://newrightpoast.substack.com/p/nrp-radio-avin-a-laff-with-your-m8s) _2026-08-15 · Dudley Newright · New Right Poast_ yeerk is a top-tier poaster and music crit podcaster who wrote one of this week’s top Reads. [Listen](https://api.substack.com/feed/podcast/211254792/a3b5a079746508b83a8122ba32c5a804.mp3) ## [#279. Saving my eggs for a rainy day](https://newrightpoast.substack.com/p/279-saving-my-eggs-for-a-rainy-day) _2026-08-14 · Dudley Newright · New Right Poast_ Editor’s Note: Here’s our monthly paid issue, crafted with every bit of TLC you’ve come to expect from the freebies. ## [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 ## [278. I refuse to address burrito discourse](https://newrightpoast.substack.com/p/278-i-refuse-to-address-burrito-discourse) _2026-08-08 · Dudley Newright · New Right Poast_ Welcome to the NRP. ## [NRP #102 - Logos](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-102---Logos-e3mq211) _2026-07-31 · Not Really People · Not Really People_ Episode 102 of the Not Really People podcast. In this episode we talk about some of the best and absolute worst brand logos out there! [Listen](https://anchor.fm/s/37398320/podcast/play/123586017/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-31%2F306a09d1-80ab-e8c1-e880-5b53ad06bbeb.mp3) ## [NRP Radio: Tradical (ep. 46 with Alan Schmidt)](https://newrightpoast.substack.com/p/nrp-radio-tradical-ep-46-with-alan) _2026-07-25 · Dudley Newright · New Right Poast_ Highly intelligent and agentic people are dropping out of the PMC rat race that keeps the technocratic monoculture machine humming. [Listen](https://api.substack.com/feed/podcast/208411743/af6867fbe3555e44bae831a3dbdc8aeb.mp3) ## [#277. Pork bellying](https://newrightpoast.substack.com/p/277-pork-bellying) _2026-07-24 · Dudley Newright · New Right Poast_ Welcome to the NRP. ## [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... ## [#276. Dr. Frasier Gains](https://newrightpoast.substack.com/p/276-dr-frasier-gains) _2026-07-17 · Dudley Newright · New Right Poast_ Welcome to the NRP. ## [#275. I love you moresies](https://newrightpoast.substack.com/p/275-i-love-you-moresies) _2026-07-10 · Dudley Newright · New Right Poast_ Editor’s Note: Here’s our monthly paid issue, crafted with every bit of TLC you’ve come to expect from the freebies. ## [Persona-led AI publishing (Sponsored)](https://crawlproof.com/a/FgnbKpEBwXEY) _2026-07-10 · **Sponsored**_ Generate drafts, schedule subdomain publishing, and keep human review where needed. ## [#274. Hip dips dissed](https://newrightpoast.substack.com/p/274-hip-dips-dissed) _2026-07-03 · Dudley Newright · New Right Poast_ Welcome to the NRP. ## [NRP Radio: Choppin' it up about bodega nationalism (ep. 45 with Denzel Rust)](https://newrightpoast.substack.com/p/nrp-radio-choppin-it-up-about-bodega) _2026-06-27 · Dudley Newright · New Right Poast_ Real NYers love being born and raised in New York and will tell you if you’re a bandwagoner, poseur, or transplant. [Listen](https://api.substack.com/feed/podcast/203848101/20328786c59ec7d202b6ec611eaf3daa.mp3) ## [#273. Most productive Director of DEI](https://newrightpoast.substack.com/p/273-most-productive-director-of-dei) _2026-06-26 · Dudley Newright · New Right Poast_ Welcome to the NRP. ## [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 ## [NRP #101 - Manners 2](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-101---Manners-2-e3jvedp) _2026-05-27 · Not Really People · Not Really People_ Episode 101 of the Not Really People podcast. In this episode we go back to the very first topic, manners, to see how its changed 8 years later! [Listen](https://anchor.fm/s/37398320/podcast/play/120616825/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-27%2Fb2805d94-bbc8-be6f-9b7d-3e0e474f9bac.mp3) ## [NRP #100 - Episode 100](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-100---Episode-100-e3g9lin) _2026-03-11 · Not Really People · Not Really People_ Episode 100 is finally here! In this episode we look back on some of our favorite moments and talk about the longterm goal of the podcast! [Listen](https://anchor.fm/s/37398320/podcast/play/116757527/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-11%2Fc2370929-5fac-047c-7e56-d31df29f8987.mp3) ## [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 ## [NRP #99 - Nu Metal](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-99---Nu-Metal-e3f0off) _2026-02-12 · Not Really People · Not Really People_ Episode 99 of the Not Really People podcast. In this episode we talk about Nu Metal bands, some of the worst, what Nu Metal is, and some of the best! [Listen](https://anchor.fm/s/37398320/podcast/play/115417007/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-12%2Fc1ef3d19-2337-ee0a-b9ed-04004960ec31.mp3) ## [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? ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/KUrJ5kGrGmDU) _2026-01-27 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [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 ## [NRP #98 - Zombies](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-98---Zombies-e3d96sr) _2026-01-07 · Not Really People · Not Really People_ Episode 98 of the Not Really People podcast. In this episode we talk about the rise of zombies and some of the best/worst examples. [Listen](https://anchor.fm/s/37398320/podcast/play/113596763/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-6%2Fd3c2df39-50a1-f089-c8be-07aec4c532ef.mp3) ## [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 ## [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 ## [NRP #97 - Band Names](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-97---Band-Names-e3b6odq) _2025-11-19 · Not Really People · Not Really People_ Episode 97 of the Not Really People podcast. In this episode we talk about some of the best and worst band names and come to a conclusion on the absolute worst! [Listen](https://anchor.fm/s/37398320/podcast/play/111419258/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-10-19%2F2fbdb06c-8a51-4b26-f392-7fad687ede5d.mp3) ## [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 ## [NRP #96 - Aliens](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-96---Aliens-e390lks) _2025-10-02 · Not Really People · Not Really People_ Episode 96 of the Not Really People podcast. In this episode we talk about aliens, what we think is out there, and if we would ever go to space. Opposing opinions ensue! [Listen](https://anchor.fm/s/37398320/podcast/play/109122652/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-9-2%2F6f30aa95-ffc4-29e1-93cd-08f1ee0a4ad7.mp3) ## [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 ## [Point once, get highlights (Sponsored)](https://crawlproof.com/a/BrHHWpvK9CKL) _2025-09-15 · **Sponsored**_ Get minutes worth watching from a whole game — point once ## [NRP #95 - Sitcoms](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-95---Sitcoms-e37272r) _2025-08-20 · Not Really People · Not Really People_ Episode 95 of the Not Really People podcast. In this episode we talk about our favorite and least favorite sitcoms of all time! [Listen](https://anchor.fm/s/37398320/podcast/play/107076123/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-7-19%2Fdf40526f-bb6d-7992-8d4d-95730d13c6fb.mp3) ## [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. ## [NRP #94 - Goths](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-94---Goths-e3596p8) _2025-07-09 · Not Really People · Not Really People_ Episode 94 of the Not Really People podcast. In this episode we talk about our love of goths and goth culture. [Listen](https://anchor.fm/s/37398320/podcast/play/105208040/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-6-8%2F6f5485c1-974e-5dbd-31e4-a9441e1ae880.mp3) ## [NRP #93 - Commercials Pt. 2](https://podcasters.spotify.com/pod/show/notreallypeople/episodes/NRP-93---Commercials-Pt--2-e34e4f2) _2025-06-18 · Not Really People · Not Really People_ Episode 93 of the Not Really People podcast. In this episode we talk more about our favorite commercials and rank the top 10! [Listen](https://anchor.fm/s/37398320/podcast/play/104320930/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-5-18%2Fbc305b68-0466-09d2-6fe5-11cfb385fc72.mp3) ## [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. ## [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