Base Hit Investing

Substack

Articles

31

Companies covered

20

Sectors

3

Countries

1

Research Articles

Lincoln Post: NFLX and Theaters, FCNCA Earnings

Jan 25, 2026

CNK Buyback, Special Situation Review, and Some Thoughts on Theaters

Mar 7, 2025

Thoughts on Buffett Selling Apple

Aug 9, 2024

Why Didn't the Nebraska Farmer Sell His $BRK.A Shares?

May 18, 2023

The Power of Incentives; SVB and Berkshire

Apr 19, 2023

Thoughts on NVR and AAPL

Jan 15, 2020

Warren Buffett 1997 Email Exchange on Microsoft

Dec 19, 2019

Wells Fargo: Not All Boring Ideas Turn Out to Be Boring

Jul 29, 2019

A Discussion on Facebook

Jul 8, 2019

Facebook Is Undervalued

Dec 5, 2018

Two Berkshire Takeaways and Thoughts on Competitive Markets

May 15, 2018

Discussion at Markel

May 2, 2018

Berkshire Meeting Notes - Daily Improvement, Business Evolution, and Investment Strategy

May 11, 2017

Charlie Munger's Most Important Concept (Takeaways from the DJCO Meeting)

Feb 27, 2017

Notes on Credit Acceptance Corp (CACC)

Jul 25, 2016

Apple vs. Exxon Mobil

May 16, 2016

Lessons from the Fall of SunEdison

Apr 19, 2016

Berkshire Hathaway is Safe and Cheap

Mar 23, 2016

Comments on Mistakes and Buffett's Original Berkshire Purchase

Mar 7, 2016

Outerwall, Buybacks, and Activists

Feb 22, 2016

Some Notes on Fastenal's Results

Jan 20, 2016

Valeant, Short Selling, and the Too-Hard Pile

Dec 6, 2015

Wells Fargo and the Incredible Predictability of Deposit Growth

Nov 4, 2015

Thoughts on Fastenal

Oct 14, 2015

Sears and Seven-Foot Hurdles

Jan 20, 2015

Some Thoughts on Markel's Intrinsic Value

Dec 2, 2014

Buffett Thoughts on GEICO in 1976

Nov 13, 2014

Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo

Oct 10, 2014

1987 Berkshire Letter and Buffett's Thoughts on High ROE

Feb 20, 2014

Buffett on Farmland & Exxon Mobil vs. Gold

Apr 15, 2013

Couple Thoughts on Wells Fargo (WFC)

Feb 3, 2013