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[@breadcrumbsre](/creator/twitter/breadcrumbsre)
"@oilman5791 My logic is the following: aircraft suppliers like TransDigm and Heico are some of the best businesses in the world so maybe this principle translates to suppliers to space companies like spacex"  
[X Link](https://x.com/breadcrumbsre/status/1978362275971920067) [@breadcrumbsre](/creator/x/breadcrumbsre) 2025-10-15T07:28Z 25K followers, XXX engagements


"@CorpusCol @SleepwellCap just my non-scientific observation but CEOs tend to reach peak performance in their 50s. after that there is decline in performance. the fact that Buffett's performance did not decline into 80s () is remarkable by itself"  
[X Link](https://x.com/breadcrumbsre/status/1978783375168053255) [@breadcrumbsre](/creator/x/breadcrumbsre) 2025-10-16T11:21Z 25K followers, 3414 engagements


"So found a random oil services company (dont ask me how or why) with $150m mcap. In 2023 CEO with a group of investors acquired it from a former owner - Sumitomo - for $2m (). Thats 75x return in X years"  
[X Link](https://x.com/breadcrumbsre/status/1980284951019892755) [@breadcrumbsre](/creator/x/breadcrumbsre) 2025-10-20T14:48Z 25K followers, 23.8K engagements


"@oilman5791 Imagine if you could buy heico or transdigm like XX years ago"  
[X Link](https://x.com/breadcrumbsre/status/1978362553311875427) [@breadcrumbsre](/creator/x/breadcrumbsre) 2025-10-15T07:29Z 25K followers, XXX engagements


"Now this is what I would call real value investing"  
[X Link](https://x.com/breadcrumbsre/status/1980288877769171082) [@breadcrumbsre](/creator/x/breadcrumbsre) 2025-10-20T15:03Z 25K followers, 2613 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@breadcrumbsre "@oilman5791 My logic is the following: aircraft suppliers like TransDigm and Heico are some of the best businesses in the world so maybe this principle translates to suppliers to space companies like spacex"
X Link @breadcrumbsre 2025-10-15T07:28Z 25K followers, XXX engagements

"@CorpusCol @SleepwellCap just my non-scientific observation but CEOs tend to reach peak performance in their 50s. after that there is decline in performance. the fact that Buffett's performance did not decline into 80s () is remarkable by itself"
X Link @breadcrumbsre 2025-10-16T11:21Z 25K followers, 3414 engagements

"So found a random oil services company (dont ask me how or why) with $150m mcap. In 2023 CEO with a group of investors acquired it from a former owner - Sumitomo - for $2m (). Thats 75x return in X years"
X Link @breadcrumbsre 2025-10-20T14:48Z 25K followers, 23.8K engagements

"@oilman5791 Imagine if you could buy heico or transdigm like XX years ago"
X Link @breadcrumbsre 2025-10-15T07:29Z 25K followers, XXX engagements

"Now this is what I would call real value investing"
X Link @breadcrumbsre 2025-10-20T15:03Z 25K followers, 2613 engagements

creator/twitter::258522742/posts
/creator/twitter::258522742/posts