Hamilton Point’s proprietary newsletters address matters of macroeconomics, stock valuation and quality as well as expose Wall Street foibles. For more than 20 years, these insights have sought to educate our clients about what they own and why. Use the filters below to curate your reading list.
Aunt Millie’s Allergy
Hamilton Point employs a rules-based system for identifying 30-40 high-quality companies for our Global Core stock portfolio. Generally…Read Newsletter
Neither Buyer, Nor Lender, But Seller Be
The most basic definition of inflation is “too many dollars chasing too few goods.” As witnessed through many…Read Newsletter
The Ultimate Sophistication
Wild moves in stock and bond prices this year illustrate well the difference between speculating and investing. Individuals…Read Newsletter
One Hit Wonder
Ken Burns’ recent “The Vietnam War” documentary relived the dreadful 1960s when so many immense global and domestic…Read Newsletter
Hamilton Point recently released its 2017 Global Core Sustainability Report, making this an excellent time to be reminded…Read Newsletter
Will Washington Drain the Amazon?
In our internet connected world, great ideas and dashes of capitalism are a recipe for rip-roaring increases in…Read Newsletter
Venture a Guess?
In the late 1970s, one of your writers started working his first white-collar job at One Wall Street…Read Newsletter
The Equity Round Trip
Many public companies generate more cash from their operations than reasonably needed for future business investments, and an…Read Newsletter
Maybe You Can Drive My Car
Recent data revealed that Americans drove just over three trillion miles in 2015, an increase of 3.5% over…Read Newsletter
So Hot it Must Be a Quarter of 380 Degrees
One of our passions at Hamilton Point is to lay bare insincere Wall Street habits—one of which is…Read Newsletter