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Value Hiding in Plain Sight, a Big Buyback Announcement, and a Quiet Compounder
https://basehitinvesting.substack.com/p/value-hiding-in-plain-sight-a-big
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Some updates on a few of our recent investments, including NRP, DR, and FCNCA, along with some thoughts on great management teams, bargains hiding in plain sight, and P/E's of 2 (still available?)
