Hidden Rock Capital's Newsletter

Share this post

HRC Model Portfolio 3/2 Transaction Update

hiddenrockcapital.substack.com

HRC Model Portfolio 3/2 Transaction Update

Hidden Rock Capital
Mar 2, 2023
∙ Paid
1
Share this post

HRC Model Portfolio 3/2 Transaction Update

hiddenrockcapital.substack.com
7
Share

Hi everyone, I wanted to provide a quick update on the positions within the Hidden Rock Capital Model Portfolio (HRC MP) given several recent developments & earnings.

The 60-year evolution of Godzilla

I will also disclose a new purchase I made today of a cash flow MONSTER that is on course to privatize itself over the next few years if commodity prices cooperate.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Hidden Rock Capital
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing