Bread Crumbs Research Profile picture
Apr 3, 2019 29 tweets 14 min read Read on X
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 Image
9/n Michael Karsch of Soros Fund Management on creativity Image
10/n And more from Michael Karsch Image
11/n @darkhorsearb on creativity: "Need to go to the boundaries of whatever is happening" Image
@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: Image
@darkhorsearb @patrick_oshag @whalerock 14/n Michael Mauboussin on creativity: Image
15/n John Malooly of Wasatch Ultra Growth fund on creativity: Image
16/n Paul Moroz @Mawer_Invest on the importance of creativity in idea generation: Image
@Mawer_Invest 17/n In investing you can't differentiate yourself being numerate, you can differentiate yourself being creative H/T @eboroian Image
@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… Image
@Mawer_Invest @eboroian @KyleSamani 20/n Ken Shubin Stein: To get more creative, slow down Image
24/n Creative response to short seller
27/n Peter Thiel on creativity Image
28/n Paul Johnson of Nicusa Investment Advisors on creativity Image
29/n Wayne Himelsein on creativity https://t.co/63m6oFTlMF

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Bread Crumbs Research

Bread Crumbs Research Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @breadcrumbsre

Jun 11
Random thoughts on $calm - the largest egg producer in the US
The largest and the lowest cost egg producer in the US. Historically the stock delivered impressive returns but has not worked for the past decade Image
CALM has market cap of 2.8bn with net cash balance of $700m and no debt
Read 21 tweets
Dec 18, 2022
Similar to people, companies also have chronological age and psychological age and they are not necessarily the same.
Psychological age is determined not by how is is the company, but by its openness to new ideas, by willingness to take risks and to learn.
So it’s possible for a 100 year old company to still be psychologically young (having entrepreneurial people running it)
Read 6 tweets
Dec 10, 2022
On indexing/passive bubble in late 90s
FAANGM etc?
Read 5 tweets
Nov 29, 2022
Measuring corporate culture (1/n)
2/n
3/n
Read 6 tweets
Oct 4, 2022
Sometimes I find management compensation policies that are certifiably crazy (a short thread)
here is 2017 compensation policy for Marc Bitzer, CEO of $WHR (since Oct 2017) - policy has not changed since then Image
this policy heavily incentivizes profitability - EBIT, FCF, EPS and ROIC
Read 6 tweets
Oct 4, 2022
The high quality bank
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(