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.
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
Facebook and Farmers
A recent Wall Street Journal article reported on the growth of mobile messaging apps that have “attracted the…Read Newsletter
Old Yellen… a Rabid Follower?
With newly minted Federal Reserve Chair Janet Yellen taking over her post in the midst of extraordinary global…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
Hurry Up and Wait — For Washington D.C.
This Newsletter was inspired by a Rotary Club meeting during which Hamilton Point team member, Nate Byrd, was…Read Newsletter
Roy and Mike do Business
Investing is about generating a surplus cash return when tying up money for a period of time. The…Read Newsletter
Window Glaziers and Letter Carriers
While condolences pour out to those hurt by Hurricane Sandy, it is estimated that $30-$50 billion of recovery…Read Newsletter