YHamilton @YHamiltonBlog

Analyzing Good Businesses yhamiltonblog.substack.com Subscribe ➡️ Joined September 2017

Tweets

2K
Followers

8K
Following

838
Likes

12K

Lawrence Hamtil @lhamtil

2 months ago

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.

Preferred Shares Podcast @Pfdshares

2 months ago

1 2 12 25K 5

Download Image

17 5 33 13K 7

YHamilton @YHamiltonBlog

2 months ago

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

Bloomberg @business

2 months ago

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

4 11 27 36K 2

0 0 6 2K 0

YHamilton @YHamiltonBlog

2 months ago

Data center supply by provider type from Goldman

0 0 14 1K 5

Download Image

YHamilton @YHamiltonBlog

2 months ago

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

1 0 10 2K 5

Download Image

YHamilton @YHamiltonBlog

2 months ago

Auto parts retailers from JPMorgan $AZO $ORLY

3 2 34 6K 18

Download Image

Mostly Borrowed Ideas @borrowed_ideas

2 months ago

Just published my Deep Dive on $APG. Full Deep Dive below.

3 8 61 20K 29

Download Image

YHamilton @YHamiltonBlog

3 months ago

"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…

Lawrence Hamtil @lhamtil

3 months ago

55 24 237 51K 186

Download Image

6 4 59 11K 24

YHamilton @YHamiltonBlog

4 months ago

JPM's take on Bill Pulte's comments on FICO and the credit bureaus.

3 11 114 19K 113

Download Image

The Compounding Tortoise @CompTortoise

4 months ago

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 🧵

1 3 10 13K 9

Download Image

YHamilton @YHamiltonBlog

4 months ago

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.