A big buyback announcement (14% of the shares) & recent insider buying; summary of the valuation and thoughts on the opportunistic mindset of its management team| basehitinvesting.substack.com
Owner of high quality assets (39% ROIC, 20 years of consistent FCF) that has recently changed its corporate strategy and capital allocation; now buying back shares at a 7-8x FCF| basehitinvesting.substack.com
I recently got to speak with the students who run Bell Tower Capital Management, a student-managed investment fund at NC State University| basehitinvesting.substack.com