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.
Theme: Quality and Valuation Defined
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
Facebook and Farmers
A recent Wall Street Journal article reported on the growth of mobile messaging apps that have “attracted the…Read Newsletter
Free Cash Flow: Expensive to Ignore?
Hamilton Point selects individual stocks in our Global Core and Equity Income strategies based upon our firm’s fundamental…Read Newsletter
In the midst of the 2008 market correction, we received a note from Hans W. Wanders, the retired…Read Newsletter
Elisha Otis’ “Plan B”
In 1852 Elisha Otis introduced the safety elevator—the first to prevent free fall if the cable broke. With…Read Newsletter
Flying with Instruments… the Victor Kiam Test
Never is there a risk-free time to own stocks. War, recession, asset bubbles, deflation, oil prices, assassinations…disturbing current…Read Newsletter
Mr. Drysdale’s Nightmare
Many of you probably remember The Beverly Hillbillies show with its humor for both young and old. One…Read Newsletter
Cash, Stock and 1965 Lincoln Continentals
The investment public has been treated to quite a lesson over the last fifteen months. By most estimates,…Read Newsletter