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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

CNQ, ipco , invx would be my three picks

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

If you’re a net oil importer and don’t sell too much to the US, it’s a pretty good day

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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

Thanks. As I mentioned I hate this sector pretty badly but there seems to be some capital cycly staff going on so might take a look 🙏

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

I absolutely hate this segment and everything commodity-related but at the right price we should take the risk, right? It’s not religion after all

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

Last deal they made was at 4x ebitda for a biz growing 20% yoy and being market niche leader. Not bad!

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

Private equity loaded up with these companies in 2015-16-17. Now they want to exit without much/any buyers. Buyers’ market, baby

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

They just closed facility that was able to meet global demand in their market segment. Capital cycle stuff, capacity leaving the market blah blah blah

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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 · 24/03/2025

People discovering capital cycle the hard way 🫠

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

Also streaming + generally most of the stuff Masa was involved

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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

source www.listennotes.com/podcasts/the...

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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

Interesting how they think about buybacks: They... will allocate capital into their shares if they are trading beneath the average of the multiples at which they can acquire on a post-synergy basis

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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

I would say it should be postponed in the face of a more immediate threat

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

Investing through some entity that’s based in the developed market but with assets in latam like Lundin Mining could work too imo

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

Don’t know anything about Latin America bth. I want to have decent corp governance/alignment which can hardly be found in those places (how much confidence do you have mgmt is not stealing from you/financials can be trusted etc). There are certainly ways to invest there, it’s just not for me

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

IPCO is outperforming Nasdaq on 5y basis

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

Canada, Australia etc. There are management teams who understand capital allocation and have track records of creating shareholder value through cycle like CNQ, IPCO to name a few. These are Canadian oil sand names

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

This is more of a regime change call than next quarter or next year call. Thinking that rules of the game has changed going forward

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

True. But they have been exporting anyway

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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

Low inflation is a byproduct of geopolitical stability. It’s now gone

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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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