Baby Berkshire: Bonds, Billboards, Broadband: Boston Omaha Corporation $BOC
4 months ago
Unemployed Value Degen
"BOC: Holding co with bonds/billboards/broadband posting 27% revenue CAGR since 2018, targeting 25% IRR & 5-7% organic growth. Management owns 23%, buying shares. $100M SKYH investment creates volatility but upside. Core biz valued at $274M vs $412M market cap. Trading 10x adj EBITDA. PT $22.13 by 2027 (68% upside) on 3x P/S at current growth. Risks: Starlink competition for broadband, SKYH exit timing."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
Baby Berkshire: Bonds, Billboards, Broadband: Boston Omaha Corporation $BOC
Source:
Unemployed Value Degen
Published:
August 26, 2025
Idea Type:
Stock Idea