Lawrence Hamtil

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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
2.5K Takip Edilen38.9K Takipçiler
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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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Outside View
Outside View@OutsideView_·
“The people reporting the HIGHEST happiness were disproportionately those having consistent sex with exactly one partner.”
Hereafter@idyllicmusing

Increasing sexual frequency in a regular relationship from once a month to once a week delivers a happiness boost equivalent to the happiness gain from a roughly $50,000 annual salary raise. More sex = monotonically higher happiness: The effect got larger with frequency. Sex 2–3 times a month, weekly, 2–3 times a week, and 4+ times a week all showed positive associations relative to no sex or very rare sex. Having sex at least 4 times a week was linked to a happiness increase roughly half the size of the marriage effect on happiness. The happiness-maximizing number of sexual partners in the previous year was calculated as one. Zero partners or multiple partners both correlated with LOWER happiness than monogamous frequency with a single partner. Money does not buy more sex or more partners. Higher family income had essentially zero correlation with sexual frequency or number of partners. Rich and poor Americans reported very similar sex lives. (This was one of the findings that surprised the researchers.) Married people had significantly more sex than single, divorced, widowed, or separated people. Roughly 90% of married respondents reported exactly one partner in the past year. Marriage itself had one of the LARGEST positive coefficients in the happiness equations. Typical American frequency was modest. The median person had sex 2–3 times a month. About 25% reported no sex in the previous year (higher among older women). Only about 7% reported 4+ times a week. Paying for sex or having extramarital sex was associated with LOWER happiness. Homosexuality had no statistically significant effect on happiness in their equations. Highly educated women tended to have fewer partners. In a time of declining marriage rates, falling sexual frequency among young adults, rising loneliness, and cultural messaging that endless novelty and “options” are the path to fulfillment, the data points the other way. The people reporting the HIGHEST happiness were disproportionately those having consistent sex with exactly one partner. * This is a correlational pattern across 16,000+ people.

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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
@loneelmcapital Fair points. Certainly other companies internet companies had their chance to take advantage as well and failed to do so
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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
From Horizon Kinetics in June: This is something I hadn't really appreciated. The megacap tech companies benefited from free riding the capex spending of the Verizons & ATTs of the world for years; now they have to pay up. horizonkinetics.com/app/uploads/Un…
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Lex◇Investor
Lex◇Investor@Inves2grow·
@lhamtil Cadence sits on decades of walled-off chip design data & simulation workflows. It’s has proprietary design libraries & verification datasets accumulated over time. (comment regarding which software co’s would remain unscathed)
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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
One of the few software names that remains somewhat unscathed is Cadence; i guess investors aren't too concerned that their semiconductor customers won't ultimately disintermediate them as well
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Durable Value Creators
Durable Value Creators@DurableCreators·
@lhamtil Don't the big EDA players also work with the big fabs (TSMC/Intel/Samsung) to certify design processes?They might not be as simple to replace if there are multiple layers to it.
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OneBagger
OneBagger@onebeggar·
@lhamtil Consumer AI chat - paid or not - is not going to be enough to justify today's capex. Either agentic workloads in corporations take off or there will be massive excess capacity.
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Liberty 💚🥃
Liberty 💚🥃@LibertyRPF·
@lhamtil Yep, incredible period of history. Also some of the darkest moments of humanity in there, but it didn't stop progress,
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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
Just 66 years - a lifetime - separated Kittyhawk from the moon landing. Imagine the titanic changes someone born around 1895 saw before passing away
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batman10023
batman10023@batman10023·
@lhamtil Then you aren really thinking to be honest. - understanding manuals, legal documents, disputing bills, fixing things, vacation planning, medical items. And yes helping kid do homework.
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George Comer
George Comer@avalondrexmore·
@lhamtil Sorry, I thought that last line would give it away $GEV $GE As an aside, not nearly enough has been written about Larry Culp, the turnaround he has engineered at GE, and the remarkable timing/tailwinds Aerospace and Vernova have experienced the last few years.
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