Lawrence Hamtil
@lhamtil
Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Most moats are overrated, and the most durable moats are found in industries where chance of technological disruption is minimal (rails, airports), regulatory hurdles are insurmountable (tobacco), & growth is so low it doesn't attract competition (old industrials)
Americans, understandably focused on the (past and present) antics of Donald Trump, tend to underestimate the shift in elite European views toward China 1/
Von der Leyen tells Xi EU-China ties are at ‘inflection point’ on.ft.com/4f3wBAh
Amazing that Nvidia and Comfort Systems have nearly identical TSRs the last 5 years. All that AI capex really spreading the wealth
This was a good interview with Harbor's Kristof Gleich youtube.com/watch?v=1K96Nh…
~867,000, or about 17%, of the nation's vacation homes are in Florida construction-physics.com/p/where-are-va…
REQ Half Year Report 2025. Some exciting news in there that we are glad to share with you. Happy reading and we wish you a enjoyable summer. req.no/wp-content/upl… #Marketingcommunication @oddbjorndybvad @europescuttle
Amazing. The U.S. is less than 5% of the global population (dark blue), but almost HALF of the value of the world's economic engine (light blue = market value) India and China are on the rise. EU is at risk of sliding into economic irrelevance, with its % of market worth…
The modern age can't comprehend it because it can't readily be measured or quantified, but the absolute energy - there is no other word for it - unleashed by the power of faith in the Middle Ages is astounding, ranging from Crusades and pilgrimages, to cathedrals built atop…
Built in the so-called Dark Ages, this isn’t fantasy, it’s Rocher Saint-Michel d’Aiguilhe near Le Puy-en-Velay, France. Pilgrims once climbed this for salvation. You can do it for awe.
Excellent interview here with Romaine from Bloomberg TV and Will, CEO of FICO. m.youtube.com/watch?v=bKuZPr…
I always enjoy reading @FullySynergized each quarter. This excerpt on why it's not enough simply to "invest in great companies" is fantastic. mdsass.com/insights/
No, it was a great idea
Was the American Revolution such a good idea? nyer.cm/RafU1FD
Looking forward to reading
My book, The Wealth Ladder, is now available: geni.us/wealthladderha…
Every summer I tell myself, "This is the year I'll finally get better at swimming." August rolls around and I have spent no time in the pool, yet again
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.
To nobody's surprise
SCOOP: Berkshire’s BNSF working with bankers to explore its own takeover bid for rival rail, sources tell @semafor. Follows Union Pacific’s pursuit of Norfolk. That and more below $BRKA $UNP $NSC $CSX semafor.com/article/07/21/…
Thanks to @JMihaljevic for making this presentation available to non-MOI members.
KNA Capital CIO @toddwenning recently presented on #HWDN at the 2025 @manualofideas Global Wide Moat Conference. You can view and listen to Todd's presentation using the link below. kna-capital.com/content/howden…