Lawrence Hamtil

76.2K posts

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Lawrence Hamtil

Lawrence Hamtil

@lhamtil

Business collector🚬🏋️‍♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.

Leawood, Kansas Katılım Mayıs 2015
2.4K Takip Edilen38K Takipçiler
Sabitlenmiş Tweet
Lawrence Hamtil
Lawrence Hamtil@lhamtil·
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)
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SconnieTrader
SconnieTrader@SconnieTrader·
@lhamtil If I had to pick 2 that would still be around of this group and still independent, I’d go $DE and $HSY. Doesn’t mean they’d have highest return tho. Defense/pharma/commodity stocks merge too much. What about you?
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Mojo
Mojo@MrMojoRisinX·
Final answer: It's the same stock. MSFT/AMZN/V/MA/FICO/SPGI/JPM/BAC/HUM/UNH/TMO/DHR/DPZ/CMG all share nearly identical factor profiles of growth, momentum, quality, capital allocation discipline, institutional shareholder bases, et al.
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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
Lawrence Hamtil tweet media
Matt Whitlock@MattWhitlock

Kathy Hochul making a weak plea for wealthy people who have left New York (to red states like Florida) to come back to pay their high taxes to fund failing (unaccountable) social programs: “I need people who are high net worth to support the generous social programs we have in our state. Some patriotic millionaires who stepped up. Ok! Cut the me the checks. But if you want to supportive, maybe the first step should be go down to palm beach and see who you can bring back home

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Andy Schornack
Andy Schornack@Schornack·
Bought a couple Cargill history books. Might take me a while to read them but I feel it is time. They are dominant in Ag markets and based in my backyard.
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Turbine Traveller
Turbine Traveller@Turbinetraveler·
Just remember, fewer people have flown a B-2 than have been to space.
Turbine Traveller tweet media
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Divergent Capital
Divergent Capital@Divergent7651·
New 330lb/150kg all time squat pb fellas. I’m coming for 4 plates (in 5 years)
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Lawrence Hamtil retweetledi
William Green
William Green@WilliamGreen72·
"Survival is the only road to riches. You should try to maximize return only if losses would not threaten your survival & if you have a compelling future need for the extra gains you might earn. The riskiest moment is when you're right. That's when you're in the most trouble, because you tend to overstay the good decisions. So, in many ways, it's better not to be so right. That's what diversification is for. It's an explicit recognition of ignorance. And I view diversification not only as a survival strategy but as an aggressive strategy, because the next windfall might come from a surprising place. I want to make sure I'm exposed to it." —Peter Bernstein, from a 2004 interview with @jasonzweigwsj
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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. s205.q4cdn.com/976395199/file…
Lawrence Hamtil tweet media
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cliffynator, Fiscal Cliff
cliffynator, Fiscal Cliff@cliffynator·
@lhamtil Just found out that I overpaid my IRA last year, and the funds are fully invested. I was reading the instructions on how to file a 1099-R, and realizing I have to sell securities, and withdraw the money back out...
GIF
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Lawrence Hamtil retweetledi
MastersInvest.com
MastersInvest.com@mastersinvest·
'TJ Maxx is now the fourth-biggest brick-and-mortar retailer in the US by market capitalisation, trailing only Walmart, Costco and Home Depot. Here's what propelled the discount chain into retail's big leagues.' 'The operator of the TJ Maxx and Marshalls chains in the US, and TK Maxx in Europe and Australia, has honed the art of driving hard bargains for the surplus merchandise of fashion and homeware brands. It then sells it on across its 5,000-plus stores for 20 to 60 per cent below full retail price.' - Gregory Meyer, The Financial Times [TJX has compounded at 18.9%pa since 1990!] ft.com/content/9c8c7b…
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Keşfet

@SconnieTrader @MrMojoRisinX @Schornack @Pfdshares @Turbinetraveler @Divergent7651 @winsteadscap @jasonzweigwsj