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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/

Mentions20
Posts11
Latest post2 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
The Coca-Cola Company🏰 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