Bread Crumbs Research 🇺🇦 Profile picture
I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps

Apr 3, 2019, 29 tweets

1/n Thread on #creativity in investment process

2/n Creativity For Investors – Why It Really Matters valuewalk.com/2016/05/creati…

3/n Investment idea generation guide - Jason Apollo Voss jasonapollovoss.com/web/wp-content…

4/n Let's Get Creative - Broyhill Asset Management broyhillasset.com/wp-content/upl…

5/n Creativity And Investment Performance forbes.com/sites/brettste…

6/n Idea Generation for Intelligent Investors latticework.com/idea-generatio…

7/n An example of a creative investor: The mystery trader who roiled Wall Street ft.com/content/5e23e5…

8/n Bill Ackman on creativity

9/n Michael Karsch of Soros Fund Management on creativity

10/n And more from Michael Karsch

11/n @darkhorsearb on creativity: "Need to go to the boundaries of whatever is happening"

@darkhorsearb 12/n An example of a creative investor: Esoteric Assets with Rishi Ganti – [Invest Like the Best, EP.46] HT @darkhorsearb @patrick_oshag

@darkhorsearb @patrick_oshag 13/n Alex Sacerdote @whalerock on creativity:

@darkhorsearb @patrick_oshag @whalerock 14/n Michael Mauboussin on creativity:

15/n John Malooly of Wasatch Ultra Growth fund on creativity:

16/n Paul Moroz @Mawer_Invest on the importance of creativity in idea generation:

@Mawer_Invest 17/n In investing you can't differentiate yourself being numerate, you can differentiate yourself being creative H/T @eboroian

@Mawer_Invest @eboroian 18/n You need to be creative to succeed as an investor in the current data-driven world. If your investment approach is rules-based, it's just a matter of time until you will be replaced by a computer. institutionalinvestor.com/article/b1j2j2…

@Mawer_Invest @eboroian @KyleSamani 20/n Ken Shubin Stein: To get more creative, slow down

@Mawer_Invest @eboroian @KyleSamani 21/n An example of a creative investor h/t @SuperMugatu

24/n Creative response to short seller

25/n Creative management

26/n "Creativity = how firms win long term" h/t @michelletandler

27/n Peter Thiel on creativity

28/n Paul Johnson of Nicusa Investment Advisors on creativity

29/n Wayne Himelsein on creativity https://t.co/63m6oFTlMF

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