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@lhamtil Avatar @lhamtil Lawrence Hamtil

Lawrence Hamtil posts on X about market cap, honeywell, $399b, $100b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence #

Social category influence finance XX% stocks XX%

Social topic influence market cap #581, honeywell 4%, $399b 4%, $100b 4%, $128b 4%, victor 4%, heico 4%, cash flow 4%, are we 4%, countries X%

Top accounts mentioned or mentioned by @dividendgrowth @theideafarm @durangokid77 @upslopecapital @kab604 @saynototrading @yesandnotyes @pearlcreek @stockstormx @cmo040958 @skewangles @blaise9 @mickworld221 @zippytop71 @investorsfriend @310value @bushwoodcap @elarchy124 @pandavalue @adrian_ve1dt

Top assets mentioned Honeywell International Inc (HON)

Top Social Posts #

Top posts by engagements in the last XX hours

"Ironvine Capital this past summer on the aerospace aftermarket in general and on Honeywell de-conglomerating in particular"
X Link @lhamtil 2025-10-31T19:42Z 36.9K followers, 37.9K engagements

"Honeywell's aerospace segment constituted XX% of group revenues & at $3.99B in profit (2024 numbers) a peer multiple of 26x implies a $100B market cap. Kinda nuts considering the total market value is currently $128B"
X Link @lhamtil 2025-11-01T15:08Z 36.9K followers, 37.5K engagements

"Victor Mendelson of HEICO a few weeks ago talking about his business paraphrased: "An airplane is built every X years or so.That requires a lot of parts." "We want to go where the niches are. We don't want high revenue high volume. We want profitability and cash flow" "You're not going to launch or fly what we make but what we make will be critical to launching or flying""
X Link @lhamtil 2025-11-02T00:10Z 36.9K followers, 37.2K engagements

"In the Victorinox store in Lucerne you can assemble your own Swiss Army knife. Pretty fun experience"
X Link @lhamtil 2025-09-03T16:20Z 36.8K followers, 21.3K engagements

"If you were going to list industries that feature anemic volume growth but strong pricing power you would have: Tobacco Waste collection Aggregates Railroads What others"
X Link @lhamtil 2025-09-11T22:54Z 36.8K followers, 23.5K engagements

"The US has 2000 more data centers than the next ten largest countries combined. via ClearBridge"
X Link @lhamtil 2025-10-13T22:53Z 36.8K followers, 24.4K engagements

"I have a client who's an avid shotgunner (clays trap etc). He told me there's an interesting biz in range clean up that collects & sifts the soil for lead in order both to clean it and recycle it. The range owners & the reclamation company split the proceeds from recycling"
X Link @lhamtil 2025-10-21T19:03Z 36.8K followers, 3312 engagements

"Apparently Republic Services offers this type of thing"
X Link @lhamtil 2025-10-21T19:20Z 36.8K followers, 1460 engagements

"It is such a watershed moment in one's evolution as an investor when you finally understand that growth can be cheap and that value can be expensive"
X Link @lhamtil 2025-10-22T13:07Z 36.8K followers, 20K engagements

"cc @UpslopeCapital"
X Link @lhamtil 2025-10-27T16:22Z 36.8K followers, 15K engagements

"At $XX billion market cap the new American Water Works - Essential Utilities entity will comprise something like 70%+ of publicly traded water utilities market capitalization. the next largest players are $X billion"
X Link @lhamtil 2025-10-28T17:38Z 36.9K followers, 15.6K engagements

"What's the best thing to read on the Cameco - Brookfield deal for Westinghouse"
X Link @lhamtil 2025-10-28T19:07Z 36.8K followers, 1943 engagements

"The Federal Reserve estimates that Americans spent $XXX billion on gambling in 2024. What's crazier is that that amounts to about X% of all personal consumption. What's crazier still is that that is down since before the GFC. Pre GFC was truly a wild time for consumption"
X Link @lhamtil 2025-10-31T18:22Z 36.9K followers, 2707 engagements

"From Acadian's Concentrated portfolio managers: Courageously losing your money "The evidence is clear: concentration is preferred by the worst investors and produces catastrophically bad outcomes for them.""
X Link @lhamtil 2025-10-24T20:14Z 36.9K followers, 30.5K engagements

""Today the largest XX stocks in the S&P XXX account for over XX% of the index a higher concentration than at any point in well over a century eclipsing the XX% peak in the year 2000 and even the c.38% reached in 1900 at the height of the railroad era. Investors may believe index funds offer diversification but when leadership is so narrow and correlated that assumption deserves re-examination.""
X Link @lhamtil 2025-10-31T14:38Z 36.9K followers, 18.3K engagements

"We've reached the point of market concentration at which the Dow composed of all of XX names seems to be a better measure of broad market health than the S&P 500"
X Link @lhamtil 2025-11-03T15:11Z 36.9K followers, 3934 engagements