This episodes features a discussion with Lawrence Hamtil and Douglas Ott.

Lawrence is a partner and portfolio manager at Fortune Financial, and Douglas is the founder and chief investment officer at Andvari Associates. I’ve had Lawrence on the podcast before and I encourage you to check out that podcast, where we talked about a wide variety of topics.

Today, we’re specifically zoning in on Lawrence and Douglas’s joint paper, called “Going South: Implications of Business and Population Migration”

Please note that we have positions in the following securities discussed: Tractor Supply and Rollins.

Links:

* The paper, Going South. https://andvariassociates.com/wp-content/uploads/2024/06/2024-06-Andvari-Fortune-Southern-migration.pdf

* Douglas Ott’s Twitter feed: https://twitter.com/yesandnotyes

* Lawrence Hamtil’s Twitter feed: https://x.com/lhamtil

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