Lawrence Hamtil (@lhamtil) started following @MadThunderdome on Oct 6, 2024

Lesson learned?

https://t.co/p4Xf5azcrM

This kind of thing always goes for the Yankees 🙄

I’ve analyzed all interviews with Vista Founder Robert F. Smith and summarized the insights on seven pages. Just comment „Vista“ if you want me to share it!

5. Invest in Market Leaders Vista's investment strategy targets companies that are or have the potential to become market leaders in their segments. Focusing on enterprise software provides an edge, as this market often rewards first movers and leaders. "We often say that we

cc @UpdatingOnRome

Really cool tool from Stanford showing travel time & cost for various trips you might have taken between various points in the Roman Empire. For example, going from Bracara Augusta (modern day Braga) to Tyrus (Tyre) would have taken an estimated 45 days at almost 1,300 denarri https://t.co/1VhZtCtSM6

Seems like 85% of ads on sports talk radio is for erectile dysfunction, gambling, and divorce, all without a hint of irony.

RT @NavalInstitute: It's National Vodka Day! In 1979, USS Sam Houston fired an unarmed practice torpedo near Guam that entered internationa…

RT @CyberPunkCortes: Can you imagine a company that’s been in business so long it went from making crossbows to pistols that people wear to…

I love the internet

RT @smcroasters: 31 years ago, these two men asked to meet death on their terms. For a chance to save lives. A chance. Sine Pari. https:…

Big fan of this from Amphenol's annual report, which adds the nature of the cycle to each of its end market customers https://t.co/mbqCSteaxY https://t.co/ouBIC0BRHQ

Fairlight with a nice write-up on Diploma: https://t.co/rtdXybQkfz https://t.co/TFwexEUjzw

RT @Scuba_Steve26: The combine Payrolls of the 3 AL Central teams in the ALDS (Guardians, Royals, Tigers) is: $168,668,930 The Yankees Pay…

All we do is lose 100 games or win the league

Bring on the Yankees!

RT @RedsDaily4: The Reds just posted this tribute to Pete Rose. #Reds https://t.co/cZMNX4x41U

Royals signed Aroldis Chapman last year in large part because they figured he could be trade bait if he had a bounce back year. The Rangers traded Cole Ragans for him and won the World Series; Ragans started and won the first playoff game for KC since 2015. Everyone won

Marc Levinson is a skeptic of the Mexico nearshoring trade https://t.co/ZbxlRSYNSZ https://t.co/X0kXuKZVQj

Unions now vs 100 years ago https://t.co/M5Nmu1q4UF

This reminds me of this great essay by Pascal Bruckner https://t.co/Vv2zIFb4sM https://t.co/SMZ8BtjHxz

Damn. First Mutombo; now Pete Rose. 🙁

RT @syouth1: This week on The Long View podcast, @christine_benz and I chat with Professor Hendrik Bessembinder about his influential paper…

Looking forward to reading this

RIP, king

How can anyone not like Flacco

RT @DevinLaSarre: Newest out. The Nicotine Anti-Bubble $MO $PM $BTI $IMBBY $STG $HAYPP $LOG https://t.co/DoSGkszuiG

My new favorite non-Royals player

BREAKING: Miami manager Skip Schumaker told Marlins players tonight he will not return to the team in 2025, sources told ESPN. He immediately becomes the top available manager and will be a coveted free agent this winter. News, free and unlocked, at ESPN: https://t.co/HOhTzfzghC

The Kansas City Royals are going to the playoffs for the first time since they won the World Series in 2015. Bobby Witt Jr. makes his postseason debut Tuesday. They get in thanks to the complete collapse of the Minnesota Twins. On Aug. 17, Twins were 70-53. Since then: 12-25.

Tobacco's share of market capitalization peaked during the Depression; the industry held its own during that bleak period. Now, thanks to buybacks, divestments, etc, it constitutes a fraction of a percent of market cap. https://t.co/AUyHjwzUB0

RT @yesandnotyes: WSJ reports on yet another reason to move South!? https://t.co/A6XWTKY0hi If you haven't already, check out my whitepape…

The Royals are in the playoffs one season after losing 106 games. Every KC fan today: https://t.co/b3qpRwwS1h

RT @lhamtil: Really enjoyed interviewing my friend @rae_maile for this episode. We cover the history of tobacco, his long experience as an…

The various stages: https://t.co/wYQ7RsXOiU

So I took an Italian hard bread, cut out the core, and threw in 5 eggs, cheese, and seasoning. Crust a little toasty, but eggs kept the interior moist enough https://t.co/8GbSdHJVa0

RT @DevinLaSarre: We had such a good time talking with @rae_maile for this episode. He's sharp and witty and has taken more laps around the…

RT @rae_maile: Many thanks to @lhamtil @DevinLaSarre @yesandnotyes for hosting me as I rambled on ….

Obviously, this was a chart of the domestic tobacco industry via Prof. Ken French database https://t.co/AXD227o751

Really enjoyed interviewing my friend @rae_maile for this episode. We cover the history of tobacco, his long experience as an analyst of the industry, and what are the core competencies of a good analyst

No, they understand exactly what "diversity" is - no White people.

RT @not__dog__: September https://t.co/FlagiBJ4we

Griffin Conine, honorary KC legend His dad was always a favorite Royal, too

RT @yesandnotyes: If you were out at lunch today when I posted my thoughts on the DOJ complaint against Visa $V, here's another bite at the…

Though I'm sure he said it in the third person

👑

RT @yesandnotyes: We at @Pfdshares release our next episode tomorrow (9/27/24). It's an interview with a storied and long-lived tobacco ana…

cc @VincePagano

Randomly thinking about the best MLB squads that never won a title, and the 1995 Cleveland Indians come to mind. Jim Thome, Manny Ramirez, Eddie Murray, and Albert Belle, to name a few of their stars https://t.co/49gVP3WTuz https://t.co/qc7f5aSBDz

"Some will say there’s hindsight bias in choosing the world’s best performing stock market over the past 100 years. But Figure 2 shows that even if you use a more realistic equal weighting to the US, UK, Germany and Japan, the result is very similar. " https://t.co/ux0nb4d9wQ https://t.co/uBvdFjuhP5

Must have bought it from Temu

RT @RockFlowGoLow: @lhamtil The bull case for well-capitalized public (and private) convenience store/gas stations. https://t.co/AHjE74tNzF

I am back to being a Great War account https://t.co/okp2gDk6YU

RT @FischerKing64: Concentrated industry and regulatory capture go hand in hand. Large business prefers regulations only they - and not sma…

Honorable mention to $SCI, basically telling us there are a lot of old people who will inevitably die https://t.co/dizEYUsJfF https://t.co/cIxKTkrPMS

As a percentage of consumption, funeral & burial expenditures are less than half of what they were in 1960, no doubt influenced by the popularity of cremation https://t.co/iVBU3y1Ek7

Another great one https://t.co/vhNUsc396y