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

Joined May 2015
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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)
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The Knicks kept feeding Brunson while the Spurs kept letting Fox take shots instead of Harper. That was the difference in my view
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The Spurs if games lasted 24 minutes
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Harper is going to be a top ten player in the league, isn't he
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Too bad; Mookie is one of the classiest guys in the league
Yoshinobu Yamamoto’s perfect game comes to an end after this error by Mookie Betts with 2 outs in the 8th
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Lawrence Hamtil retweeted
Continuous glass fibre is drawn through platinum-rhodium bushings, coated with surface chemistry, gathered into strand and converted into roving, cloth or chopped fibre. That sequence feeds wind turbine blades, printed circuit boards, automotive panels, pipes and tanks. Fiberglass is cheap only after the process works: furnace control, platinum tooling, sizing chemistry and uninterrupted draw. New in the Glass series 👇 open.substack.com/pub/fronti…
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I always enjoy talking to people about what they do. Some of the more interesting occupations I've recently encountered: -fuel trucking business -distributor of grain elevator components -micro canned beverage company (non alcoholic)
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Lawrence Hamtil retweeted
i see people are upset that elon didn't generate his wealth the right way, drawing a 7 figure annual salary from a prestigious washington dc based ngo with a 25% program expense ratio
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The pride of Blue Springs, Missouri
Jun 13
9 IP 27 batters faced 1 hit 0 runs 0 walks 15 strikeouts Jacob Misiorowski just pitched one of the greatest games EVER
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99% of Knicks fans give the other 1% a bad name
Watch the look on this cab driver’s face after Knicks fans destroyed his car, leaving him unable to work.
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What the hell is wrong with people
Jun 12
A 17-year-old boy was beaten into a coma near Madison Square Garden following Game 4 of the NBA Finals, New York City police said Friday while releasing a photo of a suspect sought in connection with the assault. abcnews.link/Sgh32pa
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Don't really have a view on SpaceX, but I am kind of interested in the key suppliers. I haven't seen anything exhaustive on this, but so far I've got: Amphenol - connectors Teledyne - imaging, detectors Linde - gases I am sure there dozens of others so feel free to add them here
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Going to throw in Curtiss Wright - computers & electronics RBC Bearings - bearings, obviously L3 Harris - comms, recorders, etc
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Lawrence Hamtil retweeted
That's our member behind the wheel. He was pulled out of the cab and suffered shock and physical injury to his arm, back and head. The whole city is elated about our hometown team — and that includes drivers who watched the game last night at airport lots while waiting for the next fare, listened on their radios while cruising for the next job, and huddled at hotel lines with the same heart-stopping anxiety that turned into the most beautiful joy. Pulling the cab driver out of his seat, stomping on and shattering his hood turned our joy into a nightmare. When you see the yellow, do you not see the person behind the wheel? That's someone's spouse, child, parent or friend — a New Yorker. He wasn’t out there for a joy ride, he was working to make ends meet and to get his fellow New Yorkers home safely. Cabbies pay just to go to work. They pay for their cars — whether through loans or leases. Drivers need safety on the job, both in the quiet moments of ordinary days and in the middle of public celebration. Shame on anyone who turns these joyful moments into nightmares for fellow New Yorkers.
BREAKING: Knicks Fans climb and smash Yellow cab on 7th Avenue in NYC after Knicks win Game 4 of the NBA Finals Video by @yyeeaahhhboiii2 | Licensing desk@freedomnews.tv
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Yes, last night was tough, but at least the Spurs made Derek Fisher cry once
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Lawrence Hamtil retweeted
Replying to @__paleologo
Here's the craziest one though --- Adams Express, at the bottom. Still trades today, as Adams Diversified Equity Fund ($ADX), a closed-end fund that has been trading since the 1920s. Here's the story for how it got to where it is:
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Not going to pretend I'm a basketball expert, but in Game 5 of the 2005 Finals, Horry inbounded the pass to Ginobili, the Pistons doubled Manu, leaving Horry open for the game winning 3. Hubie Brown said, "You know the most dangerous guy is the guy out of bounds". Spurs forgot that leaving OG unguarded last night. youtube.com/watch?v=GjPgAQQs…
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Lawrence Hamtil retweeted
I won’t pretend to be a sports guy but shouldn’t the playoffs of any major sport be something for the fans who’ve followed the team all year not celebrities and rich douchebags

Community note
Timothée Chalamet has been a Knicks fan since he was a child. In 2010 the 14-year-old won free tickets in a contest by tracking down Landry Fields and Andy Rautins. He has shown up to games for years even during losing seasons. en.as.com/nba/timothee-c… sports.yahoo.com/articles/timot…
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Knicks fans giving Philly fans a run for their money
Knicks fans WAITED for the Spurs at their hotel and somebody threw something at Wemby and hit him THIS IS ACTUALLY INSANE MAN WTF
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What a gut punch for Spurs fans. Knicks look like destiny
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I'd read / watch a Moneyball-type story on the San Antonio Spurs, who have the 2nd highest all-time winning percentage in the NBA despite being in one of the smallest markets. statmuse.com/nba/ask/highest…
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