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Base Hit Investing

Everything we have picked from this writer, newest first.

NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…

Base Hit Investing Aug 14

Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…

Base Hit Investing Jun 22

Natural Resource Partners is assessed through ROIC, capital-light royalty income and valuation as investors crowd into AI suppliers.

Base Hit Investing May 30

Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…

Base Hit Investing Jan 25

California Resources (CRC) trades at a 15% FCF yield, owns roughly $80 per share of proven reserves and acquired Berry Petroleum at a steep…

Base Hit Investing Dec 29

CNK 2025-12-08

Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.

Base Hit Investing Dec 8

Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…

Base Hit Investing Oct 28

High-FCF-yield stocks can compound through dividends, buybacks and business growth without P/E expansion.

Base Hit Investing Sep 15

Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…

Base Hit Investing Jul 11

Cinemark’s $200 million buyback anchors a review of theater cost structures, MCS and a completed Fairfax preferred-share special situation.

Base Hit Investing Mar 7