Podcast: How the Booming South Impacts Business and Stocks
Todd chats with Lawrence Hamtil and Doug Ott about their paper on the impacts of the population migration to the Southeastern U.S.
I recently sat down with Lawrence Hamtil, Principal and Advisor at Fortune Financial in Kansas, and Doug Ott, Founder and CIO at Andvari Associates in Georgia, to discuss their paper, “Going South: Implications of Business and Population Migration.”
While it would have been great to have Lawrence and Doug on the Flyover Stocks podcast to discuss any topic, I was particularly intrigued by how the contents of their paper aligned with what we do at Flyover Stocks, which is looking for companies and trends that fly under Wall Street’s radar.
The population shift of businesses and people in the U.S. toward southeastern states may not grab the headlines that AI or EVs do, but it is an ongoing trend showing no signs of slowing down. As such, it is an important trend to understand and follow.
Lawrence and Doug’s paper covers a variety of impacts related to the demographic shift, including infrastructure, banking, and services, and which companies stand to benefit from it.
Please let me know your thoughts on the paper in the comments section. I hope you enjoy our conversation.
Stay patient, stay focused.
Todd
At the time of publication, Todd, his family, and/or KNA Capital Management, LLC owned shares of Tractor Supply. The guests on the program and/or their firms may own shares of companies mentioned.
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