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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 · 22/01/2025

market seems to be concerned that the war in Ukraine may end soon which would negatively impact BAB's earnings...

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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 · 19/01/2025

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

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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 · 23/11/2024

pay special attention to insider transactions that are unexpected

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Bread Crumbs Research @breadcrumbsre.bsky.social · 23/11/2024

watch for what insiders are doing. not all insider transactions are equal, some have more signal than others

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Bread Crumbs Research @breadcrumbsre.bsky.social · 23/11/2024

excellent managers are "confident fanatics"

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Bread Crumbs Research @breadcrumbsre.bsky.social · 23/11/2024

It takes time to assess competence of management

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Bread Crumbs Research @breadcrumbsre.bsky.social · 21/11/2024

Seems like the diagnosis from Doyle is correct: can't have a healthy franchise if your franchisees are struggling. Understanding the root cause of problems is a big part of success in a turnaround