Login
Roast topics
Find topics
Find it!
From:
Base Hit Investing
(Uncensored)
subscribe
Quiet Compounders and a Hidden Moat at an 18% FCF Yield
https://basehitinvesting.substack.com/p/quiet-compounders-and-a-hidden-moat
links
backlinks
Roast topics
Find topics
Roast it!
A high margin, high ROIC business with a hidden moat for 5.5 P/FCF that is buying back shares.
