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.
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
The Ninety-Nine Percent
Between the recent market correction (since recovered) and a contentious Presidential primary season, many are expressing feelings ranging…Read Newsletter
As Janet Yellen stops contemplating and goes about raising interest rates a tiny bit we are reminded of…Read Newsletter
Which BRICs Bounce?
Our 2003 Newsletter “Hey Queen, This America Thing Could Be Huge” hazarded a guess at what Columbus may…Read Newsletter
Our Menu Options Have Not Changed
It’s annoying to learn that “in order to serve you better” an organization has installed a computerized phone…Read Newsletter
Miles and Miles of Taxes
The country swing band “Asleep at the Wheel” will soon visit NC and we will be there hoping…Read Newsletter
The Principal Principle
Given the six-year anniversary of the 2008 financial cataclysm it is instructive to assess what has since transpired…Read Newsletter