YHamilton (@yhamiltonblog) 's Twitter Profile
YHamilton

@yhamiltonblog

Analyzing Good Businesses

ID: 904873794858135552

linkhttps://yhamiltonblog.substack.com/ calendar_today05-09-2017 01:08:19

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YHamilton (@yhamiltonblog) 's Twitter Profile Photo

Morgan Stanley out with a follow-up note today on Fiserv's $FI Clover volume growth expectations for 2Q. Looks like the gateway headwinds were miscalculated (and/or recently got worse) and messaging was poor.

Morgan Stanley out with a follow-up note today on Fiserv's $FI Clover volume growth expectations for 2Q.

Looks like the gateway headwinds were miscalculated (and/or recently got worse) and messaging was poor.
The Compounding Tortoise (@comptortoise) 's Twitter Profile Photo

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 🧵

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

🧵
YHamilton (@yhamiltonblog) 's Twitter Profile Photo

"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