Bread Crumbs Research @breadcrumbsre
I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps outliers.substack.com Joined February 2011-
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We are hiring a research intern for the Fall 2024 term. Please take a look if you are interested in pursuing a career in equity research. Details here: baskinwealth.com/about/careers/
I remember I was quite impressed with Sue Nabi. The power of good mgmt
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69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HRussian Nazis are celebrating their victory over the German Nazis by sending 50 missiles at Ukraine in an effort to "liberalize them from Nazis."
Russia unleashed 55 cruise and ballistic missiles and 21 drones on Ukraine, targeting energy infrastructure across six regions. With three thermal power plants seriously damaged, it marks the fifth consecutive attack. Be sure, Russia will spin this as a battle against Nazis.
“We’re not in the business of predicting interest rates” *predicts interest rates in the next sentence*
@breadcrumbsre The amount of fiction you can read in UK annual reports is mind blowing
China cheats at trade and at the Olympics. I’ve dealt with China for 20+ years, so this sort of thing is zero surprise for me. Zero. npr.org/2024/04/22/124…
Becky: Why did you sell Apple? Warren Buffett: When I was a boy delivering Newspaper and chewing bubble gum I liked to drink Coca Cola and Charlie Munger liked See's Candies have I ever told you about See's Candies you buy some chocolates and then have you heard about taxes
@breadcrumbsre A while back I was responsible for launching a global fund, and I found UK annual reports to be the most useless of the bunch. Like you said, there were 100+ annual reports focused on all kinds of useless stuff, and at the end I would still wonder how they made $$. Insane.
Loved the podcast, loved Mitch. Hate to nitpick but just to clarify, found it funny gemba 現場 was portrayed as a concept, literally just means on-site and isn’t really a concept. Over the years have seen several words portrayed as concepts or philosophies, but most of them are…
When people say that the economy is super strong, please understand… We are running a HISTORIC deficit. 6.2% of GDP. Never seen before outside of WW2, the GFC or Covid. If we weren’t running this deficit and balanced the budget, or even got close, GDP would collapse.
@Larryjamieson_ reading comprehension underrated fr fr
How Warren Buffett earns 50% on small sums: Bayuk Cigars In 1982, Buffett bought 6% of Bayuk for his private account. His $572,907 investment produced a 50% IRR with "virtually no risk." Here's the story…
@breadcrumbsre This is what we Indians learned during the British Raj. Correction: 300+ pages
Today I had lunch with a friend who works in one of the biggest sovereign wealth funds in the world. I learnt that employees get promoted based on how many deals they do and their bosses’ appraisal of their work. Performance/returns is irrelevant. Is this normal?
Is it a little odd that $ABNB, a $100B market cap company, reports almost 40 days after quarter end? Most companies of this size close the books and have a 1Q filing ready in 10-20 days…
@breadcrumbsre Basically all European stocks. I feel like financial reports in Europe are just promotional catalogues.
@breadcrumbsre Esg sucks too, I always skip those 20 pages. Nothing of real value there just a bunch of generic bs.
@breadcrumbsre French and German companies just as bad. Takes me ~3x longer to update one of those models than a US one because US GAAP / SEC filings are very consistent in terms of presentation. Worst company I cover for this is $DSY.FR
@breadcrumbsre @john_bresnahan I was referring to the annual reports - lots of photographs, and a lot of PR. (I was not referring to turn arounds)
@john_bresnahan @breadcrumbsre Its everywhere in Europe
My golden rule of investing is to never touch ad tech. Ever.