Base Hit Investing
SubstackArticles
33
Companies covered
21
Sectors
6
Countries
1
Research Articles
Lincoln Post: NFLX and Theaters, FCNCA Earnings
Jan 25, 2026
Thoughts on Buffett Selling Apple
Aug 9, 2024
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
A Discussion on Facebook
Jul 8, 2019
Facebook Is Undervalued
Dec 5, 2018
Discussion at Markel
May 2, 2018
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
Outerwall, Buybacks, and Activists
Feb 22, 2016
Some Notes on Fastenal's Results
Jan 20, 2016
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
Buffett on Farmland & Exxon Mobil vs. Gold
Apr 15, 2013
Couple Thoughts on Wells Fargo (WFC)
Feb 3, 2013
