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Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)
"A majority of life’s errors are caused by forgetting what one is really trying to do.” - Charlie Munger
 • John Huber
AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities
Some thoughts on the recent emotional "AI Fear Trade" along with case studies; and comments on NRP, DOUG, PBI, oil, silver, and DIS
 • John Huber
Thoughts on Market Valuations, AI, Productivity and Shortages
Plus: Tickle Me Elmo and end user demand; Why do all shortages end in gluts? And who is TSMC's customers' customers' customer?
 • John Huber
Lincoln Post: NFLX and Theaters, FCNCA Earnings
More Thoughts on NFLX and Theaters, Ted Sarandos comments for that business, CNK, MCS; also FCNCA earnings update, and the overemphasis on asset…
 • John Huber
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
Large margin of safety from the valuable real estate being monetized, underappreciated moat with key cost advantages, growth prospects thanks to new law…
 • John Huber
Oil Free Cash Flow: California and Canada vs Texas; Charlie Munger's Investment Mistake; A Producer at Half of Liquidation Value
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…
 • John Huber
Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?
Is the recent selloff in CNK overblown? Thoughts on the NFLX/WBD deal; MCS FCF; Thoughts on Disney and its valuation
 • John Huber
Understanding ROIC on Low Growth Businesses
A discussion of ROIC vs FCF yield; does ROIC matter in low growth businesses? Some current examples of high FCF yield stocks
 • John Huber
Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value
Summary of bank investment strategy (bargains and compounders); Asset sensitivity might be misunderstood; a comparison of FCNCA vs other regional banks
 • John Huber
High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion
Examples of stocks that offer high FCF yields, where returns are earned from business results without requiring P/E expansion
 • John Huber
Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)
A high margin, high ROIC business with a hidden moat for 5.5 P/FCF that is buying back shares.
 • John Huber
Investment Evolution or Flexible Tactics?
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade; current valuations; how to avoid…
 • John Huber
Base Hit Investing
A Saber Capital investment journal
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