Lawrence Hamtil

@lhamtil

Finance, history, literature, and lifts 🚬🏋️‍♂️🛩️. Tweets are not financial advice and are for informational purposes only. DMs open.

Leawood, Kansas
Vrijeme pridruživanja: svibanj 2015.

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  1. Prikvačeni tweet
    17. sij

    NEW POST: What were the exceptional industries of the last half-century and what did they have in common -asset light -stable biz -wide moat -seldom excessively valued

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  2. prije 13 minuta
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  3. proslijedio/la je Tweet

    Consolidations. Here's another one from Barclays note. The number of U.S. banks halved in the past 20 years; "we expect it to halve again."

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  4. prije 2 sata

    I wonder what happened to the guys who cashed in their $15 million stake

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  5. prije 2 sata

    Kind of amazing to see Microsoft, now a > $1 trillion company, went public ~34 years ago with an implied valuation of $520 million

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  6. prije 2 sata
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  7. prije 2 sata

    Annualized return vs annualized vol by Russell 3000 sector Jan '79 - Dec '18

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  8. prije 5 sati

    I had lunch today with a prominent CLO (Chief Lifting Officer). He told me: Workouts are 'broken'. -Legs (too much leg press; not enough squats) -Arms (too many curls; not enough pull ups) The bro as we knew him 20 years ago is now a dinosaur.

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  9. proslijedio/la je Tweet
    prije 5 sati
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  10. proslijedio/la je Tweet
    prije 6 sati

    In my latest article, I look at the importance of looking at the sector story beneath the surface when analyzing major market trends. h/t for the idea

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  11. prije 6 sati
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  12. prije 6 sati

    Now that the Chiefs have vanquished 50 years of futility, which sad sack NFL team would you like to see win finally?

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  13. proslijedio/la je Tweet

    Pershing Square Annual Investor Update Presentation PDF (Feb 2020 - New York)

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  14. prije 11 sati

    Two things I never expected to see in my lifetime, but which happened within 5 years of each other

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  15. prije 12 sati

    Trust me: I've been wrong a lot.

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  16. prije 12 sati

    One thing I've learned in 17.5 years in the industry is to be wary of those who have trouble admitting to being wrong. Over time, there's arguably more cumulative benefit to admitting being wrong early than to being right early.

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  17. prije 24 sata

    I'd probably fire this CIO if these were his arguments

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  18. 4. velj

    This seems to echo 's observation that, in the consumer space, "barriers to entry may have tumbled, but barriers to scale still remain"

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  19. 4. velj
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  20. 4. velj

    Sometimes I feel like the easiest way to explain why the low vol anomaly persists is simply to point to all the obsession over Tesla stock

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  21. 4. velj

    contemplating life choices rn

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