[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.] [@Breadcrumb_Cap](/creator/twitter/Breadcrumb_Cap) "Tadeu Marroco is not getting enough credit for the revival of British American Tobacco. The decision to pay down debt was one of the moves that showed a long-term approach and earned my trust. What do you think he has been doing right $BATS $BTI"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1945713034728526008) 2025-07-17 05:11:51 UTC XXX followers, XXX engagements "Used the rest of the cash from the $VZ sale to buy more $UNH. Everybody knows it's a bag of snakes to some extent but my wager is that the initial shock will wear off"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1946245117699846184) 2025-07-18 16:26:10 UTC XXX followers, XXX engagements "Since this post: Japan Tobacco $2914 is up XX% ITC Ltd is up X% $BTI $BATS British American Tobacco is up XX% This is one case where paying attention to relative valuations paid. The difference was price and perception and little more"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1946855851353866548) 2025-07-20 08:53:00 UTC XXX followers, XXX engagements "Decided to put in a bid for more $UNH. Splitting the railway position with $CNI is tempting but for Canadian dividend withholding tax"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1948059286791143855) 2025-07-23 16:35:01 UTC XXX followers, XXX engagements "Sold $VZ which seems to be dying a slow death and bought a little more $UNH. Looking at $VALE to compensate on yield"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1945870404234395989) 2025-07-17 15:37:11 UTC XXX followers, XXX engagements "@SayNoToTrading I bet that Berkshire Hathaway's mystery position remains secret for another quarter. It will be interesting to see what the Sequoia Fund does as they are deep in the sector"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1947146227595751866) 2025-07-21 04:06:51 UTC XXX followers, XXX engagements "@taobanker The ability to offset tax by selling losers is another benefit of diversification"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1946067255374037497) 2025-07-18 04:39:24 UTC XXX followers, XXX engagements "Exited $RWE. I think all of the below will compound more but would you redeploy into: $UNH $POOL $EXO or $EL Thank you for your attention"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1940014875398291870) 2025-07-01 11:49:24 UTC XXX followers, 1665 engagements "@invest091 Any thoughts on the use of debt to fund buybacks"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1948456668737798450) 2025-07-24 18:54:05 UTC XXX followers, XX engagements "Another smooth move by Posco. If you can ignore the historical price chart and focus on the future direction it looks very promising and $PKX stock is very cheap"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1946869977929138303) 2025-07-20 09:49:08 UTC XXX followers, XX engagements "Meant to type $UNP but that bid won't be filled. Come to think of it piling even more into $UNH isn't such a bad idea"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1948106913327046938) 2025-07-23 19:44:16 UTC XXX followers, XXX engagements "@Arkalos77 British American Tobacco is for life"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1945520393277648953) 2025-07-16 16:26:22 UTC XXX followers, XX engagements "Prediction: Posco will reach a new all time high within X years. $PKX"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1947155143624966569) 2025-07-21 04:42:17 UTC XXX followers, XX engagements "Bought some more $UNP. The potential merger with Norfolk Southern adds complexity but railroads are America's cold hard arteries and will not be swept away in uncertain times. We will likely hold it for the rest of our lives"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1948405418943803462) 2025-07-24 15:30:26 UTC XXX followers, XX engagements "Exited Ganfeng Lithium $1772. Could run a lot higher but there are better long-term opportunities. Considering redeploying into: $UNH $EL.PA $PBR or $POOL"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1947621955172991355) 2025-07-22 11:37:13 UTC XXX followers, XXX engagements "Bought some moe $UNH and the position is full at about X% of the portfolio. Hovering over EssilorLuxottica Petrobras and Pool as outlets for the remaining cash"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1947651209432559745) 2025-07-22 13:33:28 UTC XXX followers, XX engagements "I've been banging the drum on Posco for a while now but it fell on deaf ears you all act like I don't even exist. $PKX is up XX% ytd and climbing"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1947888105387892938) 2025-07-23 05:14:48 UTC XXX followers, XX engagements "@CatNyanpital @pitandhummus Good move. I have $NTES and am very happy with it"  [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) on [X](/post/tweet/1946528212848087300) 2025-07-19 11:11:05 UTC XXX followers, XX 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.]
@Breadcrumb_Cap
"Tadeu Marroco is not getting enough credit for the revival of British American Tobacco. The decision to pay down debt was one of the moves that showed a long-term approach and earned my trust. What do you think he has been doing right $BATS $BTI"
@Breadcrumb_Cap on X 2025-07-17 05:11:51 UTC XXX followers, XXX engagements
"Used the rest of the cash from the $VZ sale to buy more $UNH. Everybody knows it's a bag of snakes to some extent but my wager is that the initial shock will wear off" @Breadcrumb_Cap on X 2025-07-18 16:26:10 UTC XXX followers, XXX engagements
"Since this post: Japan Tobacco $2914 is up XX% ITC Ltd is up X% $BTI $BATS British American Tobacco is up XX% This is one case where paying attention to relative valuations paid. The difference was price and perception and little more" @Breadcrumb_Cap on X 2025-07-20 08:53:00 UTC XXX followers, XXX engagements
"Decided to put in a bid for more $UNH. Splitting the railway position with $CNI is tempting but for Canadian dividend withholding tax" @Breadcrumb_Cap on X 2025-07-23 16:35:01 UTC XXX followers, XXX engagements
"Sold $VZ which seems to be dying a slow death and bought a little more $UNH. Looking at $VALE to compensate on yield" @Breadcrumb_Cap on X 2025-07-17 15:37:11 UTC XXX followers, XXX engagements
"@SayNoToTrading I bet that Berkshire Hathaway's mystery position remains secret for another quarter. It will be interesting to see what the Sequoia Fund does as they are deep in the sector" @Breadcrumb_Cap on X 2025-07-21 04:06:51 UTC XXX followers, XXX engagements
"@taobanker The ability to offset tax by selling losers is another benefit of diversification" @Breadcrumb_Cap on X 2025-07-18 04:39:24 UTC XXX followers, XXX engagements
"Exited $RWE. I think all of the below will compound more but would you redeploy into: $UNH $POOL $EXO or $EL Thank you for your attention" @Breadcrumb_Cap on X 2025-07-01 11:49:24 UTC XXX followers, 1665 engagements
"@invest091 Any thoughts on the use of debt to fund buybacks" @Breadcrumb_Cap on X 2025-07-24 18:54:05 UTC XXX followers, XX engagements
"Another smooth move by Posco. If you can ignore the historical price chart and focus on the future direction it looks very promising and $PKX stock is very cheap" @Breadcrumb_Cap on X 2025-07-20 09:49:08 UTC XXX followers, XX engagements
"Meant to type $UNP but that bid won't be filled. Come to think of it piling even more into $UNH isn't such a bad idea" @Breadcrumb_Cap on X 2025-07-23 19:44:16 UTC XXX followers, XXX engagements
"@Arkalos77 British American Tobacco is for life" @Breadcrumb_Cap on X 2025-07-16 16:26:22 UTC XXX followers, XX engagements
"Prediction: Posco will reach a new all time high within X years. $PKX" @Breadcrumb_Cap on X 2025-07-21 04:42:17 UTC XXX followers, XX engagements
"Bought some more $UNP. The potential merger with Norfolk Southern adds complexity but railroads are America's cold hard arteries and will not be swept away in uncertain times. We will likely hold it for the rest of our lives" @Breadcrumb_Cap on X 2025-07-24 15:30:26 UTC XXX followers, XX engagements
"Exited Ganfeng Lithium $1772. Could run a lot higher but there are better long-term opportunities. Considering redeploying into: $UNH $EL.PA $PBR or $POOL" @Breadcrumb_Cap on X 2025-07-22 11:37:13 UTC XXX followers, XXX engagements
"Bought some moe $UNH and the position is full at about X% of the portfolio. Hovering over EssilorLuxottica Petrobras and Pool as outlets for the remaining cash" @Breadcrumb_Cap on X 2025-07-22 13:33:28 UTC XXX followers, XX engagements
"I've been banging the drum on Posco for a while now but it fell on deaf ears you all act like I don't even exist. $PKX is up XX% ytd and climbing" @Breadcrumb_Cap on X 2025-07-23 05:14:48 UTC XXX followers, XX engagements
"@CatNyanpital @pitandhummus Good move. I have $NTES and am very happy with it" @Breadcrumb_Cap on X 2025-07-19 11:11:05 UTC XXX followers, XX engagements