Graham's view on how large caps can get mispriced, a time arbitrage investment approach that worked for Graham and still works today| basehitinvesting.substack.com
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade| basehitinvesting.substack.com
The capex spending at MSFT, META, GOOG will eclipse $150 billion this year alone. These businesses are much different than they were 5 years ago with perhaps different return on capital profiles.| basehitinvesting.substack.com
There are lots of bargains in small stocks currently; I believe it's risky if you limit yourself to a specific, rigid style box; Remember Munger's words about not forgetting what we're trying to do| basehitinvesting.substack.com
I've noticed three common themes with Buffett's recent investments in energy and Japan: low valuations, improving capital allocation, and rising ROIC's.| basehitinvesting.substack.com