Added to YB: 2026-08-11
Pitch date: 2026-08-08
BOC [neutral]
Boston Omaha Corporation
-0.91%
current return
Author Info
No bio for this author
Company Info
Boston Omaha Corporation, together with its subsidiaries, engages in the outdoor billboard advertising business in the southeast United States.
Market Cap
$432.1M
Pitch Price
$14.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.30
P/E
-31.72
EV/Sales
4.13
Sector
Media
Category
value
3 Global Quality Companies - United States: Boston Omaha ($BOC) – A Baby Berkshire Nobody Wants?
BOC (watchlist): 'Baby Berkshire' holdco down 74% from highs, mkt cap $475M. Revenue/share 22.4% CAGR since 2016. 3 locomotives post-GIG sale ($84.3M cash): billboards (Link, 6th largest, 45% margins, 30%+ ROTC), broadband (46.9k subs), + Sky Harbour stake. Stub ~13x/7.5% FCF yield, ~$35M FCF by 2027. Billboards+fiber SOTP covers most of price w/ reinvestment upside free. Buybacks ($30M). Peterson thoughtful allocator. Bear: serial reinvestment machine deferring inflection, neg FCF, 7% BVPS growth, Rozek buyout stung. Author not bought yet — wants broadband inflection + FX risk.
Read full article (7 min)