Lawrence Hamtil @lhamtil Twitter Profile

Lawrence Hamtil

@lhamtil

Business collector🚬🏋️‍♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.

73KPosts 33KFollowers 2KFollowing

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Lawrence Hamtil

@lhamtil

19 Dec 2019

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)

Lawrence Hamtil

@lhamtil

5 m

For the next few weeks I'm going to be a papyrus account

Lawrence Hamtil

@lhamtil

22 h

General Mills really going after Mars as a category leader in pet care h/t @DevinLaSarre

CPG WIRE

@cpgwire

23 h

General Mills is shelling out nearly $1.5B to acquire the North American division of Whitebridge Pet Brands, a producer of premium cat food and pet treats. General Mills has made five acquisitions in the pet care category and spent well over $10B. In September, General Mills…

Lawrence Hamtil Reposted

Lawrence Hamtil

@lhamtil

14 Nov

What a + for $AZO and $ORLY

MacroEdge

@MacroEdgeRes

14 Nov

Advance Auto Parts is closing more than 700 locations to shore up the company’s finances following another dismal earnings report, impacting up to 10,000 employees. #MacroEdge

Lawrence Hamtil Reposted

Lawrence Hamtil

@lhamtil

14 Nov

I have no doubt this is exceptional. LG is a fountain of knowledge. I highly recommend his book SMP Letters to Partners.

Mikro Kap David

@david_katunaric

14 Nov

This is the first public video interview Larry has ever done. We discussed many topics and many stocks, including: -how he bought 100 shares of $TPL at the age of 13 -how junk bonds were invented -how he found a stock with a P/E of less than 1x -what he learned from Phil Fisher…

Lawrence Hamtil

@lhamtil

13 Nov

Very few things symbolize man's taming of the planet than a giant platform that resists the ocean's attempts to swat it away while it sucks oil from the ocean floor like a hydraulic mosquito

Nature is Amazing ☘️

@AMAZlNGNATURE

12 Nov

How do they even install this in the middle of the freaking ocean ..

Lawrence Hamtil

@lhamtil

13 Nov

I sometimes miss the days of air travel before smartphones and earbuds. I can think of several very interesting conversations I had while on flights. Seems like ancient history now

Lawrence Hamtil Reposted

Lawrence Hamtil

@lhamtil

12 Nov

The first Aldi store. Essen, Germany, 1930.

Lawrence Hamtil

@lhamtil

12 Nov

I'm going to be real here: this book is underwhelming. Basically, identify inefficient and fragmented industries; consolidate them to achieve scale and leverage technology; cash out. That part is interesting, but I don't need the chapters on vibes and importance of quality…

Lawrence Hamtil

@lhamtil

12 Nov

Within the US, of all the places I've been, I think my favorite states are Montana, Utah, South Dakota, New Mexico, and Washington. As far as things to do in the surrounding areas go, I think my favorite cities are Seattle, Washington, DC, San Diego, Charleston, & Boston.

Lawrence Hamtil

@lhamtil

11 Nov

🇺🇸🇺🇸🇺🇸

Ron Eisele

@ron_eisele

10 Nov

B-1B's flying over the Devil's Tower in Wyoming https://t.co/S86AWiL1Wc

Lawrence Hamtil

@lhamtil

11 Nov

Lawrence Hamtil

@lhamtil

11 Nov

Me after a weekend in the south

Lawrence Hamtil Reposted

Lawrence Hamtil

@lhamtil

10 Nov

Lawrence Hamtil

@lhamtil

10 Nov

The cathedral of St. John the Baptist, originally built in the 19th century for Irish Catholic immigrants to Charleston. An Irish architect designed it, and it features Italian marble and Bavarian stained glass windows.