Bread Crumbs Research 🇺🇦

@breadcrumbsre

Jul 22, 2019 • 3 tweets • 1 min read • Read on X

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Bread Crumbs Research 🇺🇦

@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

CALM has market cap of 2.8bn with net cash balance of $700m and no debt

Bread Crumbs Research 🇺🇦

@breadcrumbsre

Dec 18, 2022

Similar to people, companies also have chronological age and psychological age and they are not necessarily the same.

https://twitter.com/neckarvalue/status/1600876154381950979

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)

Bread Crumbs Research 🇺🇦

@breadcrumbsre

Dec 10, 2022

On indexing/passive bubble in late 90s

FAANGM etc?

Bread Crumbs Research 🇺🇦

@breadcrumbsre

Nov 29, 2022

Measuring corporate culture (1/n)

2/n

3/n

Bread Crumbs Research 🇺🇦

@breadcrumbsre

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

this policy heavily incentivizes profitability - EBIT, FCF, EPS and ROIC

Bread Crumbs Research 🇺🇦

@breadcrumbsre

Oct 4, 2022

The high quality bank

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