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Lawrence Hamtil

Lawrence Hamtil

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Advisor; thoughtful posts on industrials/blue chips and U.S. equity sector leadership.

Dollar Remains Safe Haven Despite Boomer Nostalgia
Social•Mar 2, 2026

Dollar Remains Safe Haven Despite Boomer Nostalgia

I guess the dollar is still a safe haven currency despite all the boomers saying its time as king is over

By Lawrence Hamtil
Stocks Are only Cheap During Economic or Business Crises
Social•Feb 14, 2026

Stocks Are only Cheap During Economic or Business Crises

There are really only two times when stocks become "cheap": collectively, - usually when the health of the economy is in question, - and, more narrowly, when the viability of a business or its industry is in question. You...

By Lawrence Hamtil
Visa's TSR Mirrors Earnings Growth, P/E Stays Flat
Social•Feb 13, 2026

Visa's TSR Mirrors Earnings Growth, P/E Stays Flat

Visa total return the last decade or so basically all earnings growth; P/E unchanged while change in EPS estimates roughly equal TSR https://t.co/wYh3Mkz7Aq

By Lawrence Hamtil
Railroads Hit All-Time Highs, AI Disruption Unlikely
Social•Feb 10, 2026

Railroads Hit All-Time Highs, AI Disruption Unlikely

No AI disruption worries in railroads, with Union Pacific, CSX, and Norfolk Southern all touching ATHs

By Lawrence Hamtil

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