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Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Todd and Lawrence discuss low-volatility investing, the AI spending cycle, and what the Midwest gets right about managing risk

Hi everyone,

I recently recorded a podcast episode with Lawrence Hamtil, a principal and financial advisor at Fortune Financial in Overland Park, Kansas.

Lawrence has long been one of my favorite people to follow on Twitter/X for his ability to see through market noise and deliver well-reasoned and thoughtful commentary. He’s also a co-host of the Preferred Shares Podcast, which I was recently on to discuss Ferguson.

Please let me know what you think about these podcast episodes. It’s easier than ever to record and edit these podcasts, but there are also myriad ways to organize and produce them. Any feedback - especially well-intentioned critiques - is greatly appreciated.

You can listen or watch this episode above or wherever you get your podcasts.

Stay patient, stay focused.

Todd

Todd Wenning is the founder of KNA Capital Management, LLC, an Ohio-registered investment advisor that manages a concentrated equity strategy and provides other investment-related services.

At the time of publication, Todd, his immediate family, and/or KNA Capital Management, LLC or its clients own shares of Ferguson and Spotify.

Please see important disclaimers.

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