Base Hit Investing

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Reactions per post

57

average, recent posts

Reactions tracked

688

across 12 posts

Tickers covered

10

in tracked posts

Most-reacted post we have seen: Thoughts on Market Valuations, AI, Productivity and Shortages — 130 reactions on Jan 27, 2026.

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Recent posts

• Update on NRP, Variable Dividends, Buybacks and Soda Ash

  Aug 14, 2026Paid37 reactions10 comments1 restacks

  NRP

• Category 2 Large Caps and Current Opportunities

  Jul 23, 2026Paid50 reactions3 comments2 restacks

• Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

  Jun 22, 202667 reactions9 comments9 restacks

  CHTR

• Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)

  May 30, 2026Paid65 reactions4 comments7 restacks

  NRP

• AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities

  Feb 13, 2026Paid64 reactions5 comments8 restacks

  NRPDOUGPBIDIS

• Thoughts on Market Valuations, AI, Productivity and Shortages

  Jan 27, 2026130 reactions7 comments13 restacks

• Lincoln Post: NFLX and Theaters, FCNCA Earnings

  Jan 25, 2026Paid31 reactions8 comments2 restacks

  NFLXFCNCACNKMCS

• Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate

  Dec 29, 2025Paid33 reactions10 comments2 restacks

• Oil Free Cash Flow: California and Canada vs Texas; Charlie Munger's Investment Mistake; A Producer at Half of Liquidation Value

  Dec 22, 2025Paid41 reactions2 comments3 restacks

• Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?

  Dec 8, 2025Paid8 reactions6 comments2 restacks

  WBDCNKNFLXMCS

• Understanding ROIC on Low Growth Businesses

  Dec 5, 2025Paid130 reactions18 comments16 restacks

• Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value

  Oct 28, 2025Paid32 reactions8 comments3 restacks

  FCNCA

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Base Hit Investing. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.