Lawrence Hamtil
@lhamtil
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Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Leawood, Kansas
Joined May 2015
Most moats are overrated, and the most durable moats are found in industries where chance of technological disruption is minimal (rails, airports), regulatory hurdles are insurmountable (tobacco), & growth is so low it doesn't attract competition (old industrials)
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Italian authorities have uncovered an illicit cigarette fab in Cassino that "covered an area of around 1,600 sqm and had a production capacity of more than seven million cigarettes per day" h/t @rae_maile
https://t.co/mwhJ3dSGUj
tobaccojournal.com
In Italy, police have uncovered the largest illegal cigarette factory in the country's history. The underground production facility in Cassino covered an
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There was something that was lost when the city-states of Italy, Germany, and so on became nation states.
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God bless the military industrial complex
"A controlled artillery round that can hit targets from 120 kilometers away in GPS-denied environments was successfully tested at U.S. Army Yuma Proving Ground, Arizona. General Atomics ES Long Range Maneuvering Projectile #LRMP was fired from an M777 howitzer platform using M231
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This is a very good article on data center power demand: "Data centers consumed less than 2% of U.S. electricity before about 2020, but by 2028 could use as much as 12% of U.S. electricity" https://t.co/rRvLjFD9eU
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The UK has surpassed the US as the market with the most active share repurchasers cc @MebFaber
https://t.co/bs35qcwc07
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So the Dodgers just decided you can sign like seven elite starting pitchers, have them all be “injured” until the All-Star break and then just unleash them in the playoffs because they’ve only thrown 100 innings all year.
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This will be a good companion episode to our @Pfdshares two-parter
Amphenol $APH builds mission-critical parts for electronics. @andy_gardner_ PM at Fiera Capital joined @ReustleMatt to cover: Connectors, sensors, and interconnect systems Exposure to AI, EVs, and more 100+ years of decentralized innovation M&A powering the engine Enjoy!
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Those who mock gold as a pet rock with no intrinsic value largely fail to see that it is a basically a currency with no counterparty risk, no maturity, and uncapped upside. What it is worth intrinsically nobody can say, but nobody can deny that it *should* always be worth
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Lost my 15mm socket in the engine bay of a colleague's car that needed jump starting. We got the car running, but we paid a hefty price. 🫡Godspeed, little fella. Gone too soon.
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It's true; took some creative thinking to defer over $1 billion in contracts to avoid the luxury tax
Dodger fans know it’s NEVER easy
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"In the U.S., AlixPartners now predicts EVs will make up 18% of new-vehicle sales by 2030, half of what it expected two years ago." Looks like the ORLY / AZO bros stay winning https://t.co/YPEnG2ASGQ
wsj.com
Canada, the U.K. and the European Union are backing off from electric-vehicle targets as economic concerns arise. Even China is showing cracks.
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Sure, why not
$NVDA | HSBC Raises Nvidia To Buy From Hold; Raises Target Price To $320 From $200
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Related H/t 🔒 https://t.co/fkmNtb0yvM
From a former Waymo director: Waymo's aim is to license its technology and have a collaborative relationship with the ride-hailing businesses. Source: Inpractise
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I'm struggling to decide whether Waymo is a threat or opportunity for Uber
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Really enjoyed this episode. Well done, boys Cc @stonkmetal
Founded in 1850 in France, this family-owned company is still going strong. Its goods are likely to touch you every day without you even realizing it. Together with @stonkmetal we did a complete deep dive into flavor and fragrance company; Robertet $RBT.PA. From the scent of
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BREAKING: OpenAI to partner with OpenAI to help fund OpenAI. OpenAI up 90%.
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When all the old guys at the gym know your name, and you realize you're one of them now
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