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Bread Crumbs Research Profile picture
@breadcrumbsre
Jul 22, 2019 • 3 tweets • 1 min read • Read on X
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More from @breadcrumbsre

Bread Crumbs Research Profile picture
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
Bread Crumbs Research Profile picture
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
Bread Crumbs Research Profile picture
Dec 10, 2022
On indexing/passive bubble in late 90s
FAANGM etc?
Read 5 tweets
Bread Crumbs Research Profile picture
Nov 29, 2022
Measuring corporate culture (1/n)
2/n
3/n
Read 6 tweets
Bread Crumbs Research Profile picture
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
Bread Crumbs Research Profile picture
Oct 4, 2022
The high quality bank
Read 5 tweets

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