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[@Breadcrumb_Cap](/creator/twitter/Breadcrumb_Cap)
"And EssilorLuxottica is now my largest ever single purchase making X% of the portfolio. No more cash left. $EL.PA"  
[X Link](https://x.com/Breadcrumb_Cap/status/1940373094914457763) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-07-02T11:32Z XXX followers, XXX engagements


"Mark Zuckerburg follows my lead by taking a X% stake in $EL.PA. I actually thought that Meta had already taken a X% stake in EssilorLuxottica when I bought it that's just how second sight works"  
[X Link](https://x.com/Breadcrumb_Cap/status/1942808849129381911) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-07-09T04:51Z XXX followers, XXX engagements


"Dumped the rest of my $PKX shares like a bundle of Chinese steel in naive land"  
[X Link](https://x.com/Breadcrumb_Cap/status/1961429543215911032) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-08-29T14:03Z XXX followers, XXX engagements


"Since the last update we offloaded $FSLR and $PKX. We've come to view $FSLR as a derivative on green tax credits which is not a game we want to play. We opened new positions in $LSEG and $LULU which we intend to increase over time"  
[X Link](https://x.com/Breadcrumb_Cap/status/1962055226933797231) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-08-31T07:29Z XXX followers, XXX engagements


"@truthdotphd What if they spend it all on Vuori and Alo Yoga"  
[X Link](https://x.com/Breadcrumb_Cap/status/1968747933907488996) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-09-18T18:44Z XXX followers, XX engagements


"Samsung Electronics jut hit a new ATH $SMSN 005930.KS"  
[X Link](https://x.com/Breadcrumb_Cap/status/1973605130693124386) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-02T04:25Z XXX followers, XX engagements


"Goldman Sachs has raised its PT for Samsung Electronics to KRW109000.00 from KRW96000.00 following positive pre-earnings guidance. $SMNSN $005930.KS"  
[X Link](https://x.com/Breadcrumb_Cap/status/1978350704826651102) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-15T06:42Z XXX followers, XX engagements


"$AXP like clockwork"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979179996963827900) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T13:37Z XXX followers, XX engagements


"Sizeable Pre-market bid for $EL.PA placed. Was planning to open a position in Coloplast but Fundsmith's announcement sealed it. EssilorLuxottica has elements of luxury with an AI kicker. It will never be available at a bargain"  
[X Link](https://x.com/Breadcrumb_Cap/status/1940280591116902899) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-07-02T05:25Z XXX followers, XXX engagements


"We probably should have gone in harder on EssilorLuxottica because the partnership with Meta has a lot of potential. Smart night-vision glasses could be the next evolution and they would sell. $EL.PA"  
[X Link](https://x.com/Breadcrumb_Cap/status/1968901486382899435) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-09-19T04:54Z XXX followers, XX engagements


"$LULU responding positively to a public thrashing from Chip Wilson"  
[X Link](https://x.com/Breadcrumb_Cap/status/1976282140015984795) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-09T13:42Z XXX followers, XXX engagements


"Hermes up big this morning. Trading is still delayed on $LVMH which says it's going to come out of the bell flying. We chose the dips on Hermes and EssilorLuxottica over Louis Vuitton but should have bought that as well. $RMS"  
[X Link](https://x.com/Breadcrumb_Cap/status/1978357851182494048) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-15T07:10Z XXX followers, XXX engagements


"@JerryCap This augurs well"  
[X Link](https://x.com/Breadcrumb_Cap/status/1978407284918087857) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-15T10:27Z XXX followers, XXX engagements


"@JerryCap Might be worth thinking about which customers they are talking about. Samsung Intel and SK Hynix can you think of any others"  
[X Link](https://x.com/Breadcrumb_Cap/status/1978410264270614673) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-15T10:38Z XXX followers, XX engagements


"Is the bubble in Chinese stocks beginning to burst Better sooner rather than later and I've already got my shopping list"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979073682040402206) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T06:35Z XXX followers, XX engagements


"Purchase Price Targets: Tencent: XXX HKD HKEX: XXX HKD BYD: XX CNY Ping An (addition): XX CNY China Marchants Bank: XX HKD Not predictions just the prices I'd move on"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979076148823797878) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T06:44Z XXX followers, XX engagements


"Trading delayed on EssilorLuxottica due to a collar breach. Feeling optimistic"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979080844099641519) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T07:03Z XXX followers, XX engagements


"This is the reason for the delayed trading. Essilor has been surging pre-market due to strong results. $EL.PA"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979081391556989414) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T07:05Z XXX followers, XX engagements


"EssilorLuxottica is out of the blocks up 9%"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979081955791479024) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T07:08Z XXX followers, XX engagements


"Glasses will materially replace most of the functionality that today we have embedded into our phones said EssilorLuxottica CFO Stefano Grassi on Thursdays earnings call. Ray-Ban maker EssilorLuxottica says Meta smart glasses are boosting growth"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979082712146161812) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T07:11Z XXX followers, XX engagements


"This has been a good day for Breadcrumb with a stellar performance from EssilorLuxottica and strong ones from $AXP and $HDB following earnings. We try to strike a balance between the Veblen effect of a concentrated portfolio and the management of risk through diversity"  
[X Link](https://x.com/Breadcrumb_Cap/status/1979214173448872037) [@Breadcrumb_Cap](/creator/x/Breadcrumb_Cap) 2025-10-17T15:53Z XXX followers, XX engagements