iiinova — where your digital self keeps evolving

Bread Crumbs Research @breadcrumbsre.bsky.social · 04/08/2025

Is this place completely dead now? Over the past hour I’ve got 7 tweets from 742 accounts I follow

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Bread Crumbs Research @breadcrumbsre.bsky.social · 18/06/2025

When you account for 10% of daily trading volume in a nanocap stock 🐳

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Bread Crumbs Research @breadcrumbsre.bsky.social · 03/04/2025

Brent down 4.75%, usd index down 1.75%. Oil just got cheaper 6.5% for non US buyers

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Bread Crumbs Research @breadcrumbsre.bsky.social · 03/04/2025

It seems like there is at least one certainty: if I’m a ceo of a US company I’m delaying investment projects to see where the dust will settle down

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Bread Crumbs Research @breadcrumbsre.bsky.social · 03/04/2025

If Trump tariffs cause recession I’m loading up with oil stocks, anyone who survives 3 recessions in a decade will have bright future

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Bread Crumbs Research @breadcrumbsre.bsky.social · 01/04/2025

State of oil services now: I own a company that’s trading at c. 6x ebitda and buys other oil services companies at 3-4x ebitda (that’s 6-8x p/fcf); last 8 years revenue per share cagr = 21%. I know, I will get rekt on this one but at least it’s going to be fun

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Bread Crumbs Research @breadcrumbsre.bsky.social · 19/03/2025

There is a category of cyclical stocks that are flat for decade, then double or triple in a couple of years and stay flat for another decade

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Bread Crumbs Research @breadcrumbsre.bsky.social · 17/03/2025

This podcast is the most clear sign of the bubble in so called "quality" stocks I've seen so far @upslopecapital.bsky.social

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Bread Crumbs Research @breadcrumbsre.bsky.social · 13/03/2025

Management philosophy of Post Holdings

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Bread Crumbs Research @breadcrumbsre.bsky.social · 07/03/2025

Does it make sense to pursue green transition agenda in a dog eats dog world? Waiting for Europe to abandon this effort

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Reposted by Bread Crumbs Research

Emilia Alho 🇫🇮🇪🇺🇺🇦🇵🇸 @emiliaalho.bsky.social · 06/03/2025

We Finns should have learned this already from the Winter War. Without the social policies of the 20's-30s, the war would have most likely ended differently. But thanks to those policies, even the poor felt like 🇫🇮 was worth defending, unlike in 1918.

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Bread Crumbs Research @breadcrumbsre.bsky.social · 07/03/2025

Trump is dismantling existing world order and you’re not bullish commodities ?

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Bread Crumbs Research @breadcrumbsre.bsky.social · 03/03/2025

European defence stocks in panic buying mode

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Bread Crumbs Research @breadcrumbsre.bsky.social · 28/02/2025

Bust after post Covid boom seems like a decent hunting ground

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Bread Crumbs Research @breadcrumbsre.bsky.social · 25/02/2025

Done shitposting for today, back to work

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Bread Crumbs Research @breadcrumbsre.bsky.social · 25/02/2025

Thinking about the value of experience in business and investing. My hypothesis based on observation is that experience is more valuable in slow moving industries (banks, oil and gas) than in fast moving industries like tech

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Bread Crumbs Research @breadcrumbsre.bsky.social · 25/02/2025

It seems like capital allocation skill is a natural extension of operational excellence. Never seen good capital allocator management who were not good operators. But not all good operators master capital allocation, which itself takes a lot of time

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Bread Crumbs Research @breadcrumbsre.bsky.social · 21/02/2025

I like this definition of corporate culture: the worst behaviors that leadership are willing to tolerate.

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Bread Crumbs Research @breadcrumbsre.bsky.social · 06/02/2025

Babcock with a casual +10% day on strong guidance

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Reposted by Bread Crumbs Research

Kristian Kiehling @kristiankiehling.bsky.social · 29/01/2025

I have translated today's speech in the German Bundestag by Ukrainian Jewish Holocaust survivor Roman Shvartsman into English, because I think it is really important that as many people as possible read it. Please re-post and share. Thank you very much! www.bundestag.de/dokumente/te...

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Bread Crumbs Research @breadcrumbsre.bsky.social · 30/01/2025

Russia keeps financing anti-EU parties across Europe while Europe keeps buying Russian LNG. Essentially Europe is financing hybrid war against themselves. Unbelievable stupidity

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Bread Crumbs Research @breadcrumbsre.bsky.social · 25/01/2025

My observation following excellent management teams in massive slow/no growth industries like banking, insurance, oil and gas, transportation etc is there are ALWAYS segments within the industry that are growing. ALWAYS. There are always segments that are more defensible, more profitable etc

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Bread Crumbs Research @breadcrumbsre.bsky.social · 21/01/2025

Out of the 30 largest companies by market cap only 6 are not from the US

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Bread Crumbs Research @breadcrumbsre.bsky.social · 21/01/2025

“the European Commission estimates that the bloc’s members will need to spend €500 billion on defense over the next decade — still means there will be a lot of money available for European defense firms” www.politico.eu/article/dona...

politico.eu

Why Trump means good times for Europe’s arms-makers

The industry anticipates that no matter what the new U.S. president does, it stands to make a lot of money.

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Bread Crumbs Research @breadcrumbsre.bsky.social · 19/01/2025

situation in cannabis industry is so bad that Tilray decided to divorsify into beer

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Reposted by Bread Crumbs Research

Michael Fritzell (Asian Century Stocks) @fritzell.bsky.social · 13/01/2025

A list of my most-recent write-ups on the Asian Century Stocks newsletter: www.asiancenturystocks.com/p/table-of-c...

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Reposted by Bread Crumbs Research

iinvested.bsky.social @iinvested.bsky.social · 11/01/2025

4Q'24 Palm Valley Capital Fund on $KELYA, $SEB, $HTLD More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte... #stocks #investing #$KELYA #$SEB #$HTLD

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Bread Crumbs Research @breadcrumbsre.bsky.social · 08/01/2025

Fun stat: # of stocks in S&P 600 index (small caps) with - >20% price CAGR over the last 15 years: 15 - <0% price CAGR over the last 15 years: 75

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Bread Crumbs Research @breadcrumbsre.bsky.social · 29/12/2024

3-4y IRRs from my small cap watchlist / portfolio

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Bread Crumbs Research @breadcrumbsre.bsky.social · 25/12/2024

Chips on shoulders put chips in pockets

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Bread Crumbs Research @breadcrumbsre.bsky.social · 21/12/2024

Extremely impressive business transformation at Deckers: from mostly wholesale channel to wholesale + DTC. Also growth at HOKA helped a lot. Pulled off by Dave Powers.

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Bread Crumbs Research @breadcrumbsre.bsky.social · 20/12/2024

If you invest in small caps what’s your required IRR? It obviously depends on risk but I’m gradually leaning towards thinking that anything below 20-25% is not worse the brain damage

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Bread Crumbs Research @breadcrumbsre.bsky.social · 19/12/2024

I’m a power user of notebook LM. Wrote to customer support that I absolutely hate when the app sends me back to the home dashboard when I press “Save to not” button, this disrupted my workflow. Took them a couple of days to fix this. Amazing speed, now works fine

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Bread Crumbs Research @breadcrumbsre.bsky.social · 14/12/2024

Record retirement due to booming stock market AND boom in low skilled industries like construction = you have massive labour shortage which you cover with unprecedented immigration

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Bread Crumbs Research @breadcrumbsre.bsky.social · 12/12/2024

Watched an interview with CEO of a European company. The guy mentioned “sustainability” around 30 times during 15 minute interview. 🤨

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Bread Crumbs Research @breadcrumbsre.bsky.social · 10/12/2024

Got the first crypto scam offering from the imposter “bill brewster” account

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Bread Crumbs Research @breadcrumbsre.bsky.social · 04/12/2024

Slowly rebuilding my twitter circle here without Nazis, Russian bots, crypto folks and M*sk

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Bread Crumbs Research @breadcrumbsre.bsky.social · 04/12/2024

One theme that I found interesting in the latest Einhorns interview is he explained how slow growing, boring businesses can get to 50-60-whatever earning

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