Lawrence Hamtil @lhamtil
Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only. fortunefinancialadvisors.com/blog Leawood, Kansas Joined May 2015-
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Two companies I didn't know were involved in the space exploration industry (in partnership w/ Axiom) Prada in space suits prada.com/us/en/pradasph… And Oakley in making visors axiomspace.com/release/engine…
@rennyzucker That kind of lighting probably gives people seizures
I've been thinking a lot about this Old Rope post since it was published a couple months ago. Some of the greatest growth stories have been taking mundane things & improving the aesthetics / user experience. substack.com/home/post/p-19…
Philip Morris alum Jean-Paul Gaillard did the same thing for espresso with Nespresso x.com/lhamtil/status…
Highly recommend this 2020 read on the evolution & success of Nespresso. Again, a recurring theme in consumer brands is the Philip Morris connection; it was PM alum Jean-Paul Gaillard who transformed Nespresso into a luxury product. theguardian.com/food/2020/jul/…
@RealHerbHoover Where can I read more? I am totally unfamiliar with the story
It occurred to me that so many industries, - cosmetics, beverages, paints, - are really just chemistry put to different uses. Not that it really matters, but wish I had paid more attention in class.
The latest iteration of Tide - Evo - is a kind of tile that I guess was adapted from similar work on Bounty paper towels, and promises to be better at cleaning synthetic materials, but at a much higher cost per wash. wsj.com/business/tide-…
The story of Tide, the first synthetic detergent, begins with German chemists using bile from cows to work around the soap shortage caused by the war
It occurred to me that so many industries, - cosmetics, beverages, paints, - are really just chemistry put to different uses. Not that it really matters, but wish I had paid more attention in class.
Proof that hoisting the iron is therapeutic
This is Jim. He’s 78 years old, has been battling heart failure since 2023, and has lost both of his sons. He still deadlifts, trains, and posts motivational gym content in their honor
@EconomPic He's crushing lefties with authority now, too. A rare bright spot this year for us
He's going to hit 50 one year, isn't he
Jokes aside, it's an interesting publication Check it out bearing-news.com/wp-content/upl…
@fmcbill @TSOH_Investing listened to the podcast version
Good conversation on why AI may not have a meaningful ROI youtu.be/wGZboZcSGDY?is…
I thought he had quit doing drugs
Theo Von: “Nobody wants a data center dude. And the people that want them to me, they seem kind of evil. Nobody wants this shit. One of these companies is gonna own all of this information. There’s gonna become this social or emotional credit score and then AI is gonna try to
@zugmanfabio @HatfieldCapital I'm just a simple nerd
I don't understand why they do this when the long boats were better known as sailing ships. In any event, rowing seems more relevant to the Greeks and their triremes
All of Norway has taken over Times Square
@ChurchillWw I also think there's an element of companies thinking their stock prices will get punished if they don't commit to the investment, lest they be viewed as an AI 'loser'. Eventually, they'll have to show a return on the investment, obviously
This is really worth listening to 2-3x. Can argue that there will be billions in stranded assets down the line, with municipalities facing financial hardship because they've already begun to spend money based on data center revenue that may not materialize.
Good conversation on why AI may not have a meaningful ROI youtu.be/wGZboZcSGDY?is…
Brandon Beylo @marketplunger1
111K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jerry Capital @JerryCap
58K Followers 618 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
modest proposal @modestproposal1
124K Followers 789 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
J.D. Banker @DadInvest
23K Followers 4K Following I like being a dad, stocks, leverage, nicotine, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Jake @EconomPic
43K Followers 586 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 29,400+ subscribers)
Terminal Value🧃 @valueterminal
26K Followers 3K Following Guess you lose some and win some long as the outcome is income | Thinkfluencer, @substack
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Nick (⚠️) @NickatFP
26K Followers 831 Following Market participant grinding for that ̶$̶3̶ ̶$̶8̶ ̶$̶1̶6̶ $40
Bread Crumbs Research @breadcrumbsre
26K Followers 581 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
Michael Mitchell @IgnoreNarrative
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Sally carter @cartersally453
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heyyou @easybuoy22
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iamcoriarnoldd @iamcoriarn79570
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Luis M @Luis_M123456789
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Liberalism Is Cancer @pragmatiskeptic
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Jesus Global Church @JesusGlobalCh2
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David McWilliam @Scotland_exp
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Christian Tebis 🇩�... @Christian_Tebis
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Mr Bobby Fx @Billionaire_tra
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CIO trader @cioxtrader
267 Followers 1K Following I’ve been a trader for 10 years and Technical Analyst
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737 Followers 4K Following Ex Big4 Director — Deloitte. PwC. EY. KPMG. Building NobodyToldMike from scratch. Finance. Psychology. Philosophy. Figuring out money... and everything else.
Running @yizuo19779870
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Adrian Zorrilla R @RAdrian6204
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Andrewaac @andrewaac99
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N Z @nzpropss
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Sheharyar_Ali 🇬�... @Sheharyar0089
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陆地 @myohmyhuaye
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Finanzas Express | 7 ... @FinanzasExpres
475 Followers 1K Following 📊 Contexto de mercado, macro e IA 🟢🟠🔴 Sistema semanal de 7 señales Gestión de riesgo antes que predicción en la web: 🎁 Checklist gratuito ↓
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The Hard Middle @MiddleHard33675
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lucas🧉✈️🍊 #... @donlucasmoretti
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Nelson1777 @Nelson1777768
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Zachary m Harper @ZacharymHarper1
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Brandon Beylo @marketplunger1
111K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jerry Capital @JerryCap
58K Followers 618 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
modest proposal @modestproposal1
124K Followers 789 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
J.D. Banker @DadInvest
23K Followers 4K Following I like being a dad, stocks, leverage, nicotine, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Jake @EconomPic
43K Followers 586 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 29,400+ subscribers)
Terminal Value🧃 @valueterminal
26K Followers 3K Following Guess you lose some and win some long as the outcome is income | Thinkfluencer, @substack
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Nick (⚠️) @NickatFP
26K Followers 831 Following Market participant grinding for that ̶$̶3̶ ̶$̶8̶ ̶$̶1̶6̶ $40
Bread Crumbs Research @breadcrumbsre
26K Followers 581 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGNX / $GFP.TO. Always do your own work.
Andrew Kuhn @FocusedCompound
47K Followers 2K Following Markets, capital allocation & American energy
Ram @Ramrulez1
185 Followers 372 Following
Paul Kedrosky @pkedrosky
252K Followers 513 Following Partner at https://t.co/9bw1gDao60. Co-founder https://t.co/jByvjs8tWJ. Research fellow MIT IDE. Newsletter at https://t.co/JcYiTI7wgF. Not always very active here.
Derrick Dao @derrick_dao
2K Followers 546 Following CEO @ Union Power Metals (CSE: $UPPR) @upprmetals Building Europe’s manganese mine in Slovakia
Abhijit Athavale @abhijitathavale
1K Followers 234 Following Semiconductors | High-tech marketing | Investing (not advice) | NFL | F1 | WWII | Ancient History | Pune | SF Bay Area | Model Railroading
Pompalompa @PomponiusMelus
21 Followers 161 Following "I'm going to tell you a story. It's going to sound ridiculous. The longer I talk, the more rational it's going to appear."
San Antonio Spurs @spurs
3.3M Followers 1K Following Team Basketball. 5x NBA Champions. #GoSpursGo #PorVida
tedfrank @tedfrank
38K Followers 2K Following Dir. of Litigation, @hamlinclaw, free speech; plus fights for consumers against class action abuse. “Ted Frank is good at Twitter.” — Reuters. On my second 🫀.
Stéphane Rueff @steph_rueff
699 Followers 2K Following Long-term investor in value creating businesses
Nick Colas & Jessica ... @DataTrekMB
17K Followers 883 Following Your daily guide to markets, data and disruption. Start a 2-week FREE trial on our site to receive one of Wall Street's most followed daily market commentaries!
Subbu @subbdue
886 Followers 36 Following I develop AI inference Chips/SoCs for a living. Read my work and subscribe to my newsletter at https://t.co/RGu9NKu1Ze
Morgan Brennan @MorganLBrennan
68K Followers 3K Following CNBC, anchor of @CNBCMorningCall. Mom & wife. One-time singer. Anthropology enthusiast. Huge foodie. Host of #ManifestSpace podcast
BigBamboo Capital @bigcoveranch
1K Followers 787 Following FO/PM If your ever feeling generous : https://t.co/L9WezCdc43
Spurs Legion @SpursLegion
10K Followers 3K Following San Antonio Spurs uncensored fan page. #PorVida Sponsored by @Kalshi
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700K Followers 315 Following I turn Art into Sports (and vice versa) | NO AI USED | “Everything I didn't know I needed" - follower testimonial | also @artbutnow
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18K Followers 275 Following Writes Construction Physics. Senior infrastructure fellow at @IFP
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The Last Homely House @AHomelyHouse
25K Followers 2K Following Father of ten, teacher, bookbinder, calligrapher. Radical subsidiarist. Builder of playhouses in the woods. SOF veteran. Home culture/family/nature/education
GamblersAnonymous @DeepValue000
2K Followers 401 Following this is all investment advice https://t.co/6Wq0VVGVL4
Winston @ChurchillWw
3K Followers 323 Following Manufacturing, energy, trade, infrastructure. 25+ years operations/sales/finance. [email protected] https://t.co/NkwD2u1NcK
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15K Followers 496 Following Wealth management and thought leadership. #HorizonKineticsResearch #HorizonKineticsJapan #HKMutualFunds #HorizonKineticsETFs
Hexis Capital Managem... @HexisCapital
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Special Ops Magazine @specialopsmag
49K Followers 6K Following Honoring special operations, past and present, and reporting on military news from around the globe. Help support our mission by following.
shots on goal @shots_goal
702 Followers 1K Following Thoughts on tech and investing. Previously tech PE for a decade, currently building in applied AI.
Jason Bartlett @Jason2bartlett
101K Followers 719 Following Christian, I think for myself, God fearing, Farmer, African, Adventurous, Punctual. Walked across USA to bring attention to the Farm murders in South Africa.
James E. Thorne @DrJStrategy
104K Followers 28 Following Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
Blueprintsmb @blueprintsmb22
22K Followers 546 Following Ex Wall Street / current owner of small manufacturing business via ETA. Trying to learn and get better while making mistakes every day
Kurtis Seaboldt 🏳�... @klseaboldt
3K Followers 396 Following Sports Radio 810 WHB. Jerry & Jo Ann’s baby boy. Gerry & Brian’s little bro. Lover of sports, music, politics, family, and friends. I will not stick to sports.
Lauren Thomas @laurenthomas
30K Followers 1K Following Lead Deals Reporter for The Wall Street Journal. Previously at CNBC. Tar Heel.
Three-Legged Stool @valiovalentino
975 Followers 208 Following Trying to identify the real growth in economic value per unit of ownership.


































