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Bread Crumbs Research πŸ‡ΊπŸ‡¦ Profile picture
@breadcrumbsre
Apr 25, 2020 β€’ 3 tweets β€’ 1 min read β€’ Read on X
Philippe Laffont, Founder and CEO of Coatue Management - Part I
Philippe Laffont, CEO Founder and CEO of Coatue Management - Part II
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Bread Crumbs Research πŸ‡ΊπŸ‡¦ Profile picture
Jun 11
Random thoughts on $calm - the largest egg producer in the US
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CALM has market cap of 2.8bn with net cash balance of $700m and no debt
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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.
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On indexing/passive bubble in late 90s
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Measuring corporate culture (1/n)
2/n
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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
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