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Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors

Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors

FromValue Hive Podcast


Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors

FromValue Hive Podcast

ratings:
Length:
90 minutes
Released:
Jan 8, 2021
Format:
Podcast episode

Description

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the business during his career, which started in 2002. In 2005, he joined Dennis Wallace of Fortune Financial Services, LLC, becoming, at the time, one of Multi-Financial Securities, Inc’s youngest registered representatives.
We spend our time discussing six industries ESG investors love to hate: tobacco, railroads, defense, waste disposal, airports and specialty chemicals. We also chat about virtue signaling, brand building, and weightlifting. 
If you like what you hear, please give Lawrence a follow on Twitter @lhamtil. 
Here's the time-stamp: 

[0:00] Intro questions
[12:35] Quality Tilt To Moat Businesses
[21:22] Six Types of Durable Moat Industries
[28:46] International Investing Approach
[40:14] Railroads
[49:11] Ark Invest's Bad Ideas Report
[51:53] Get Rich Slowly 
[64:09] Craft Breweries & Brand Disruption
[75:32] Barbell Portfolio
[81:18] Bitcoin & Speculative Investments


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Support this podcast: https://anchor.fm/valuehive/support
Released:
Jan 8, 2021
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support