YHamilton @YHamiltonBlog
Analyzing Good Businesses yhamiltonblog.substack.com Subscribe ➡️ Joined September 2017-
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RBC bearish on the future impact of M&A for TransDigm. From the downgrade today.
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YHamilton retweeted
Our second episode on Amphenol is a discussion of what sets the company apart from its peers, why it always takes the long view vs going all in on growth trends in electronics, and what the future may have in store.
Our second episode on Amphenol is a discussion of what sets the company apart from its peers, why it always takes the long view vs going all in on growth trends in electronics, and what the future may have in store.
Too big of a deal anyway. Can now move on without the overhang.
Too big of a deal anyway. Can now move on without the overhang.
Data center supply by provider type from Goldman
Beer volumes and y/y growth rates from BofA's downgrade of TAP.
Auto parts retailers from JPMorgan $AZO $ORLY
YHamilton retweeted
Just published my Deep Dive on $APG. Full Deep Dive below.
"For starters, commercial airliners are extremely complex machines with tens of thousands of components. They range from landing gear assemblies and heat shields to safety buckles and luggage compartment fasteners. Because of the inherent risks of flying large jets around…
"For starters, commercial airliners are extremely complex machines with tens of thousands of components. They range from landing gear assemblies and heat shields to safety buckles and luggage compartment fasteners. Because of the inherent risks of flying large jets around…
JPM's take on Bill Pulte's comments on FICO and the credit bureaus.
YHamilton retweeted
As we approach a milestone of over 250 blogs since launching our S-Stack in early January 2024, we thought it would be helpful to highlight the 25 most-read pieces that best capture our strategy and the analytical rigor behind it. High-return low-risk quality investing 🧵
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