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Bread Crumbs Research Profile picture
@breadcrumbsre
Aug 18, 2020 • 12 tweets • 3 min read • Read on X
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On the other hand...
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LOL h/t @muddywatersre Image

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More from @breadcrumbsre

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
Bread Crumbs Research Profile picture
Sep 15, 2022
My simplistic view on Adobe deal: they can’t innovate organically so plugging the lack of innovation with capital. Not good looking for their culture and leadership which are core LT value drivers 🤷‍♂️
What a good company does: Microsoft organically built Teams and annihilated competition
Btw if they can’t innovate organically what makes you think they will be a good owner for Figma?
Read 4 tweets

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