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AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities
Some thoughts on the recent emotional buying and selling around the "AI Fear Trade", along with case studies and comments on some stocks that I think…
 • 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
A Compounder That's Ramping Up the Buyback
A big buyback announcement (14% of the shares) & recent insider buying; summary of the valuation and thoughts on the opportunistic mindset of its…
 • John Huber
Base Hit Investing
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