John Huber (@johnhuber): "Thoughts on portfolio management, valuation and selling, and some updates on $CNK, $MCS, $NRP and $FCNCA https://open.substack.com/pub/basehitinvesting/p/portfolio-management-thoughts-valuation?r=xzc&utm_campaign=post&utm

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John Huber

Jan 6, 2025

Base Hit Investing

Thoughts on portfolio management, valuation and selling, and some updates on $CNK, $MCS, $NRP and $FCNCA

Base Hit Investing

Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments

Jan 6, 2025

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3:04 PM

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