YHamilton

@EnvyRoyalty__ Appreciate it!

@YHamiltonBlog Nice, enjoyed reading your Copart piece. Keep it up

@invest091 Thanks for reading!

@YHamiltonBlog Enjoyed the read 👌

@LateStgeCapital My thinking is lot capacity/flexibility has a bigger impact than transportation but we’ll see how the share shifts go in the next few quarters.

@YHamiltonBlog im quite full on substack subscriptions but im curious whether declining marginal cost of transportation makes (fuel) makes competition more rampant / erodes physical network effect based businesses in the short term

RBC bearish on the future impact of M&A for TransDigm. From the downgrade today.

@phoenixvalue He makes money from his YouTube channel

@doomerzoomer ytd vs. total holding period

@greg16676935420 South and North don't count

How old were you when you realized all the continents start and end with the same letter

@phoenixvalue The sudden flurry of guest appearances in podcasts was a sign.

@ActAccordingly Many such cases

After $CMG posted stunningly bad comps, was $CAVA one of, if not the easiest short on the board? Yes. Did I do something about it? No, no I did not.

@levelsio How about this one? avocadogreenmattress.com/collections/ma…

It's that time again guys What matress brand to buy? I know most are filled with cancer chemicals and I want something clean And ship inside Europe cause I can't get anything into Portugal, they stop everything at the border these days with massive duties

Too big of a deal anyway. Can now move on without the overhang.

Data center supply by provider type from Goldman

@compound248 But you could still get to 40? Like a score of 15-40

In tennis, 30-30 should be called “deuce.” Change my mind. 🎾

@EverydayCap In case you find it useful x.com/yhamiltonblog/…

$atd.to is the largest negative contributor to the S&P TSX composite YTD with a -64 bps decrease Might be time to take a look at this again

@MetacriticCap Russell stays at Mercedes even after Verstappen joins?

I am calling it: - Alonso at Red Bull - Antonelli at Aston Martin - Verstappen at Mercedes - Russell gets a multi-year contract (Bonus calls: Lindblad at RB, Hadjar at Red Bull, Tsunoda out, Checo at Cadillac. Briattore will renew both his drivers)

Beer volumes and y/y growth rates from BofA's downgrade of TAP.

Auto parts retailers from JPMorgan $AZO $ORLY

@FundasyInvestor Damn that sucks. Hope you have a speedy recovery.

@fahdananta YouTube. 10 minute videos.

Im in this tiny period of life where I’m chasing down side quests, no agenda, just fun and entertainment Tell me some good reasons why I should not start a podcast…

"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 the world at 30,000 feet, these parts typically must be certified by regulatory authorities for use on aircraft.  Secondly, large passenger aircraft operate in very long product cycles, typically stretching over decades, with mandatory replacement at specific age or usage intervals.  These factors, along with the fact that many of the various components involved are not a large percentage of the overall project cost, mean tremendous pricing power for suppliers."