[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@lhamtil "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, 2690 engagements

"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, 35.7K 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, 37.1K 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

"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 36.8K 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

"Crazy that the engine bay looks as good as it does with almost a million miles on it"
X Link @lhamtil 2025-10-29T20:54Z 36.8K followers, 4939 engagements

"Kind of sad to see Andrew Clyde retiring EOY from the helm of Murphy USA. One of the real ones in the industry"
X Link @lhamtil 2025-10-29T21:37Z 36.8K followers, 3105 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, 18.2K 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, 35.7K engagements