H&R Block, Inc. (HRB): A Bull Case Theory
This article summarizes a bullish thesis on H&R Block (HRB) from Compounding Dividends' Substack. The thesis highlights HRB's strong and consistent free cash flow generation, aggressive capital allocation including significant share repurchases, and the benefits of increasing tax code complexity. Additionally, the acquisition of Wave is noted for diversifying revenue and reducing reliance on the seasonal tax cycle.
https://www.insidermonkey.com/blog/hr-block-inc-hrb-a-bull-case-theory-2-1667652/