YHamilton
@YHamiltonBlog
Analyzing Good Businesses
Our second episode on Amphenol is a discussion of what sets the company apart from its peers, why it always takes the long view vs going all in on growth trends in electronics, and what the future may have in store.
Episode 24! The Untold Story of Amphenol: Part II We talk with Morningstar's Will Kerwin about connectors, the industry's drivers, and the current state of Amphenol.
Beer volumes and y/y growth rates from BofA's downgrade of TAP.
Just published my Deep Dive on $APG. Full Deep Dive below.
"For starters, commercial airliners are extremely complex machines with tens of thousands of components. They range from landing gear assemblies and heat shields to safety buckles and luggage compartment fasteners. Because of the inherent risks of flying large jets around…
New Post: My take on why aerospace (equal-weighted) has been the best performing industry over the last ~100 years, and why the future is as bright as ever. fortunefinancialadvisors.com/lawrence-hamti…
JPM's take on Bill Pulte's comments on FICO and the credit bureaus.
As we approach a milestone of over 250 blogs since launching our S-Stack in early January 2024, we thought it would be helpful to highlight the 25 most-read pieces that best capture our strategy and the analytical rigor behind it. High-return low-risk quality investing 🧵
Morgan Stanley out with a follow-up note today on Fiserv's $FI Clover volume growth expectations for 2Q. Looks like the gateway headwinds were miscalculated (and/or recently got worse) and messaging was poor.
Then you have Morgan Stanley out with a positive notes on Clover volumes forecast after speaking to the CEO and CFO on Monday 5/12. Specifically, acceleration to LDD growth in 2Q-4Q. The first image is from today's note, the 2nd from Tuesday's.
Published an update on $ZTS after Q1 earnings (free to read) Find it in the usual place!
