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Analyzing Good Businesses

Publishes detailed research and updates on public companies with high returns on incremental capital and long reinvestment runways.

https://yhamiltonblog.substack.com/

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Posts22
Latest post14 Oct 2026
Medpace Holdings, Inc.🏰 10 Financial Ratios-14 Oct 2026
NIKE, Inc.🏰 10 Financial Ratios-14 Oct 2026
Kinsale Capital Group, Inc.🏰 10 Financial Ratios-14 Oct 2026
Kainos Group plc🏰 10 Financial Ratios-14 Oct 2026
SDI Group plc🏰 10 Financial Ratios-14 Oct 2026
Dream Finders Homes, Inc.🏰 10 Financial Ratios-14 Oct 2026
The Kraft Heinz Company🏰 10 Financial Ratios-14 Oct 2026
TransDigm Group Incorporated🏰 10 Financial Ratios-14 Oct 2026
Pfizer Inc.🏰 10 Financial Ratios-14 Oct 2026
Alphabet Inc.🏰 10 Financial Ratios-14 Oct 2026
AutoZone, Inc.🏰 10 Financial Ratios-14 Oct 2026
Moody's Corporation🏰 10 Financial Ratios-14 Oct 2026
MSCI Inc.🏰 10 Financial Ratios-14 Oct 2026
lululemon athletica inc.🏰 10 Financial Ratios-14 Oct 2026
Domino's Pizza, Inc.🏰 10 Financial Ratios-14 Oct 2026
Hamilton Lane Incorporated🏰 10 Financial Ratios-14 Oct 2026
Games Workshop Group PLC🏰 10 Financial Ratios-14 Oct 2026
Automatic Data Processing, Inc.🏰 10 Financial Ratios-14 Oct 2026
S&P Global Inc.🏰 10 Financial Ratios-14 Oct 2026
Apple Inc.🏰 10 Financial Ratios-14 Oct 2026
KKR & Co. Inc.🏰 10 Financial Ratios-14 Oct 2026
Visa Inc.🏰 10 Financial Ratios-14 Oct 2026
Zoetis Inc.🏰 10 Financial Ratios-14 Oct 2026
Qualys, Inc.🏰 10 Financial Ratios-14 Oct 2026
Microsoft Corporation🏰 10 Financial Ratios-14 Oct 2026
IDEXX Laboratories, Inc.🏰 10 Financial Ratios-14 Oct 2026
Cintas Corporation🏰 10 Financial Ratios-14 Oct 2026
Etsy, Inc.🎙️ How Drew Cohen Picks Winners-10 Oct 2026
Meta Platforms, Inc.🎙️ How Drew Cohen Picks Winners-10 Oct 2026
Copart, Inc.🎙️ How Drew Cohen Picks Winners-10 Oct 2026
Diploma PLC🏰 How Great Compounders Create Wealth-7 Oct 2026
Cloudflare, Inc.🎙️ Growth Investing Done Right-3 Oct 2026
Shopify Inc.🎙️ Growth Investing Done Right-3 Oct 2026
MercadoLibre, Inc.🎙️ Growth Investing Done Right-3 Oct 2026
NVIDIA Corporation🎙️ Growth Investing Done Right-3 Oct 2026
Alphabet Inc.🎙️ How to Find 100-Baggers-30 Sept 2026
Nu Holdings Ltd.🎙️ How to Find 100-Baggers-30 Sept 2026
NVIDIA Corporation🎙️ How to Find 100-Baggers-30 Sept 2026
CrowdStrike Holdings, Inc.🎙️ How to Find 100-Baggers-30 Sept 2026
Cloudflare, Inc.🎙️ How to Find 100-Baggers-30 Sept 2026
Shopify Inc.🎙️ How to Find 100-Baggers-30 Sept 2026
Markel Group Inc.🏰 Warren Buffett has stepped down-26 Sept 2026
Advanced Drainage Systems, Inc.Is Advanced Drainage Systems interesting?-23 Sept 2026
Berkshire Hathaway Inc.👑 3 Stocks Buffett Would Keep on His Radar-19 Sept 2026
Kinsale Capital Group, Inc.👑 3 Stocks Buffett Would Keep on His Radar-19 Sept 2026
Dillard's, Inc.👑 3 Stocks Buffett Would Keep on His Radar-19 Sept 2026
Markel Group Inc.👑 3 Stocks Buffett Would Keep on His Radar-19 Sept 2026
MercadoLibre, Inc.📦 Deep Dive: MercadoLibre-16 Sept 2026
Visa Inc.📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC-9 Sept 2026
Apple Inc.📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC-9 Sept 2026
NVIDIA Corporation📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC-9 Sept 2026
Regeneron Pharmaceuticals, Inc.🏰 You are richer than you think-5 Sept 2026
Perimeter Solutions, Inc.Perimeter Solutions: Copying a 3000-Bagger-2 Sept 2026
Fair Isaac Corporation🎯 Fair Isaac: A 114-page Deep Dive-29 Aug 2026
ASM International NVAre you worrying your returns away?-26 Aug 2026
KKR & Co. Inc.Are you missing the best investment talk on YouTube?-22 Aug 2026
Roper Technologies, Inc.Are you missing the best investment talk on YouTube?-22 Aug 2026
Topicus.com Inc.Are you missing the best investment talk on YouTube?-22 Aug 2026
Constellation Software Inc.Are you missing the best investment talk on YouTube?-22 Aug 2026
Mastercard IncorporatedAre you missing the best investment talk on YouTube?-22 Aug 2026
Hermès International Société en commandite par actions🏰 The Shortcut Investors Crave-19 Aug 2026
Costco Wholesale Corporation🏰 How Top Investors Find Winners-15 Aug 2026
Meta Platforms, Inc.🏰 How Top Investors Find Winners-15 Aug 2026
Berkshire Hathaway Inc.🦉 A Gift For Every Investor-12 Aug 2026
Ferrari N.V.🏰 Pay yourself first-8 Aug 2026
American Express Company🏰 The hidden psychology behind every market cycle-5 Aug 2026
Bank of America Corporation📈 10 timeless lessons from the Oracle of Omaha-1 Aug 2026
The Coca-Cola Company📈 10 timeless lessons from the Oracle of Omaha-1 Aug 2026
American Express Company📈 10 timeless lessons from the Oracle of Omaha-1 Aug 2026
Apple Inc.📈 10 timeless lessons from the Oracle of Omaha-1 Aug 2026
Pool Corporation🏰 US Stock market returns-18 Jul 2026