Weekly Roundup: July 12, 2024
Hingham Q2 earnings, LTL, Berkshire, Net Neutrality, JPM guide to the markets, and a replay of today's Watchlist meetup
Watchlist Company News
Hingham: Hingham Savings just released their Q2 earnings. By just I mean 30 minutes ago. I haven’t fully digested it. A quick glance seems to indicate mostly good news, perhaps an inflection point of sorts. NIM increased for the first time in over two years, and payoffs returned to more normal levels. I may have more to say next week, and I plan to do an update on HIFS in August after digesting the 10Q. (Link)
LTL Freight: SMC3 Connections summary of Satish Jindel’s address. Jindel runs SJ Consulting, an expert on the trucking industry. (Link)
Berkshire: Greg Abel continues to take over some of Buffett’s most visible duties, attending the famous Sun Valley conference. Buffett is choosing to sit this year out. (Link)
Meetup Replay: Subscribers can access today’s discussion about MED (and more) and past meetups on the subscriber’s page.
Other Interesting News / Links
Network Neutrality: My friend, Andrew Wagner, has a great short piece on network neutrality and how it relates to investing. (Link)
JP Morgan Guide to the Markets Q3 2024: (Link)
Stay rational! —Adam