Lawrence Hamtil

Me too If one of my babies ever needs an organ, I really, really want there to be one But I can't ask anyone to offer that if there is a non-zero risk that they could be killed over it. Whatever failed here can't persist https://t.co/pC0tOv4j71

For what it's worth, the doctors involved refused to go forward with harvesting the organs, some staff resigned and apparently a bunch of them felt they needed therapy But it's wild that so many people came that close to murdering a man for his organs

The left control the flow of information. They manage the propaganda. They own the fact checkers. This is why they view X as a personal affront. Tyranny talks a big talk, but it is fragile and the uncensored free exchange of information is the first step to toppling dictators.

RT @TRHLofficial: @AmiriKing Pets de soeur https://t.co/eeXjkdYQVy

https://t.co/ju4sixOoOP

If you need some weekend reading

"The data shows that over 1,000 companies experienced growth of >10% in 2018, but only 35 of those companies were able to sustain that level of growth each year through 2023." via Artisan https://t.co/ryZu2EVcax https://t.co/h2IwDZtZrU

RT @TheTranscript_: $PG: "P&G has been paying a dividend for 134 consecutive years, ever since the company was incorporated. We've increase…

RT @C20thPosters: I love these British Railways posters from the 1950s that simply celebrate industry. No bathing belles. No inducement to…

The rest of the American League seeing Cleveland solve Weaver and Holmes https://t.co/OiWSiKSnpC

Damn what a game

Delaware Value guys on why they sold TJX to buy Nike https://t.co/0i7nKd4lqm https://t.co/70KXeS5Czr

RT @Pfdshares: Which three companies are we going to talk about in our next episode? https://t.co/UDzHVz6hzB

He does not wake at dawn to see   Dread figures throng his room, The shivering Chaplain robed in white,   The Sheriff stern with gloom, And the Governor all in shiny black,   With the yellow face of Doom. He does not rise in piteous haste   To put on convict-clothes, While some

RT @GhostofThaddeus: https://t.co/eL7p13aL35

RT @lhamtil: Another example of stable growth in government spending is fire safety & related expenses. Since 1959, this series has grown…

RT @Larryjamieson_: You own European stocks https://t.co/zRSrDShaVZ

Another example of stable growth in government spending is fire safety & related expenses. Since 1959, this series has grown at almost 7% per annum, vs nominal GDP of about 6.3%. With wildfires a recurring threat, it shows no signs of slowing down. https://t.co/tXDdivBSQ6

5m shares of Barrick traded in first 45 minutes says they needed to get the Mali news out before doing repurchases and he has been fairly aggressive at $20 US. Friday and Monday were both below avg volume and gold is back to where it was at so there’s that.

How is this not good news? Every bad Mali/Barrick headline is good for -3%.

All Souls Day is coming up. Don't forget them. https://t.co/AzVDt5TiKm

Spending on law enforcement / public safety another one Other submissions welcome! https://t.co/uX5G8Rbf0v

Pest control another https://t.co/E1Ne5QXS1y

What are some industries that are growing at ~GDP+ rates? I'm going to repeat myself with a couple. Pet spending is one of them. ~8% growth since 1970 https://t.co/PBOtdExgdn

RT @rae_maile: Many thanks to @thegtnf for the opportunity to give a different view of the industry and of smokers. It was a huge mistake o…

RT @BonifaceOption: Imagine crossing this vast ocean in a small wooden ship powered only by sails, not knowing if your destination even exi…

Going to be a fun KU hoops season

My favorite chart from this post: Investors should consider diversifying their portfolio companies' revenue sources; gov't spending is stable and often counter-cyclical. State & local spending on policing & public safety has grown a little faster than GDP w/o any YoY decline https://t.co/7lyUpNn616

If you are an index investor (eg SPX), tech is now close to a 40% weighting, a de factor momentum loading. Non-durables (eg staples, a low vol loading) are now ~3%. I argue investors in this case might benefit from a more balanced factor exposure https://t.co/PnHums39kf

🚨🚨🚨New Post🚨🚨🚨 Three thoughts on diversification: -Avoid unintended factor concentration -Gold as complement to fixed income (not stocks) -Diversify your portfolio companies' revenues sources (eg government spending) https://t.co/1567PTreZl

😂

RT @UpslopeCapital: Upslope’s Q3 2024 letter: https://t.co/fONQCEjwU0

RT @Jesse_Livermore: Another banger from these guys, on the history and evolution of grocery retailing. Absolute must listen, super interes…

"When the Fed has cut rates while the S&P 500 was within 2% of an all-time high since 1980, the benchmark was positive 12 months later 95% of the time with an average return of 13%." https://t.co/hja591Rose

"[I]n aggregate the U.S. consumer appears quite healthy. Household net worth has soared by $47 trillion since just before the onset of the pandemic, while personal incomes have grown by 5.6% over the past year. With consumption growing at a similar but slightly slower pace, the https://t.co/6jgCGpwuWT

Lots of gems such as this example of Lou Gerstner and AmEx segmenting the credit card market https://t.co/ALnf0wYWFk

I started reading this forgotten classic. So far, lots of great insights despite being ~25 years old https://t.co/8WKvzZPHaZ

I enjoyed this conversation between two of my buddies, @iancassel and @EightTrack180. Also, thanks for the shout-out, Jason 🤝 https://t.co/7aNu2rnqoz

Packaging is an under-appreciated part of brand identity. Think Marlboro's flip top hard pack, or Heinz's transparent ketchup bottle

Pretty rad

"Mr. Goizueta, who arrived in the United States in 1960 from Cuba with his wife, $40 and 100 shares of Coca-Cola stock, rose from the company's technical and engineering division to become one of the legends of American business management.... Under his tenure, the total value

Roberto C. Goizueta, the late CEO of Coca-Cola, was the first billionaire to have his wealth created from a company he didn't own or found https://t.co/A6nkWttUll

Very good read on a couple serial acquirers of choice

RT @DevinLaSarre: Newest out. The Curious Case of Karelia https://t.co/EVJAB5XaUg

RT @CoffeewClassics: Dostoevsky didn’t have to go this hard, but he did. from The Brothers Karamazov https://t.co/7WLLhSsGsY

Dostoevsky didn’t have to go this hard, but he did. from The Brothers Karamazov https://t.co/7WLLhSsGsY

RT @CoffeewClassics: Dostoevsky didn’t have to go this hard, but he did. from The Brothers Karamazov https://t.co/7WLLhSsGsY

The fate of the free world is in your hands. Beat New York

This came from this excellent podcast on Wheaton Precious Metals https://t.co/X7TXVhkx8D

Today I learned that there are very few dedicated silver mines: 40% of silver comes as a byproduct of lead-zinc mines, 20% comes as a byproduct of copper mines, and 15-20% comes from gold mines.

RT @lhamtil: We were fortunate enough to interview the great Marc Levinson on his history of A&P, once the largest retailer in the world, a…

German ace Hans-Joachim Marseille and a Hurricane he shot down in North Africa. All but 7 of his 158 claimed victories were against the British Desert Air Force over North Africa. No other pilot claimed as many Western Allied aircraft as him. More to wiki https://t.co/NurfinkQhk

Here we see several German Jagdpanther tank destroyers from Schwere Panzerjäger Abteilung 654 (which translates roughly to "Heavy Tank Hunter Battalion"). The Jagdpanther was a powerful tank destroyer built on the Panther tank chassis and equipped with the renowned 8.8cm cannon. https://t.co/s9Xsn4YtME

RT @DisgracedProp: Talking with fascinating poster @titusfilm about his article “The Third Wave of Journalism,” arguing that the era of her…

This ad is amazing because neither pole in the argument captures the spirit of "being a real man." It's not about barrel-aged bourbon or deadlifting 500 pounds, nor is it about supporting IVF or voting for Kamala Harris. These are both caricatures: one is a left-wing

The salted butter was intended to spoil more slowly. Nowadays, refrigeration mostly deals with that problem.

Salted butter used to contain 3-4X the amount of salt that current "salted butter" does. It was also of finer quality (excess salt would disguise the poor flavor in salted butter). Nowadays, you can simply use salted butter to bake and slightly reduce the amount of added salt.

As you get older in life, seems like you tend to think more of your sins of omission, such as the efforts you didn't make to apologize, or make time for an old acquaintance whom you later find out has unexpectedly passed away. The latter happens surprisingly often in your 40s.

A&P is yet another example of how cutting prices to take share can be a treacherous strategy; if are you just cutting costs and not also passing through efficiencies (like Aldi, for example), then you are slowly bleeding yourself out. https://t.co/8G0ELVV5dP https://t.co/xaw5zce41e

RT @DevinLaSarre: Expert historian and economist Marc Levinson gave us much to chew on. A&P's founding, its growth to become the largest re…

We were fortunate enough to interview the great Marc Levinson on his history of A&P, once the largest retailer in the world, and 2nd only to GM in revenues. Enjoy this conversation on a once great American titan laid low by creative destruction.