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@evfcfaddict "What fascinates me every single time again on fintwit is how massive price action drives narrative. Im more and more learning to completely ignore this noise and just focus on the company itself. One of the major ingredients for alpha generation"
X Link @evfcfaddict 2025-10-01T09:54Z 16.3K followers, 28.7K engagements

"Deutsche Bank has totally lost is BTC as reserve currency of tomorrow 🤯"
X Link @evfcfaddict 2025-10-08T10:33Z 16.3K followers, 3045 engagements

"@The_Analyst_Lab got a full position in $AZE.BR (just search the ticker wrote about it multiple times) and a small in $CBE.PA. At some point $SY1G.DE might become interesting"
X Link @evfcfaddict 2025-09-24T14:34Z 16.3K followers, XXX engagements

"I just sold my (yet) only DD ytd loser $BRKR for a (after tax refund) XX% (on a portfolio basis) loss. I overestimated their capital allocation and m&a skills. I underestimated the high debt and lower earnings in times of Trumps healthcare savings combo. New US allocation: 0%"
X Link @evfcfaddict 2025-09-05T20:17Z 16.3K followers, 6603 engagements

"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"
X Link @evfcfaddict 2024-08-17T15:02Z 16.3K followers, 60.8K engagements

"@Nesjamag thx for making lots of hints:)"
X Link @evfcfaddict 2025-08-28T15:29Z 16.3K followers, XXX engagements

"Bought back $AZE.BR cheaper. Took a closer look the last weeks and this looks very compelling midterm. Earnings are near the bottom and PE has already sold a big chunk. ST their selling might limit upside though-happy to make it top X if we get lower"
X Link @evfcfaddict 2025-08-28T14:28Z 16.3K followers, 5287 engagements

"If you lost more than X% yesterday you will likely quit forever in a bear market"
X Link @evfcfaddict 2025-10-11T14:46Z 16.3K followers, 38.4K engagements

"1/2 Swatch Group $UHR.SW is a perfect example how management can destroy shareholder value with bad capital allocation. Valuation looks very cheap but looking at the margin pressure combined with ever growing netcash and at the same time not doing significant buybacks at these"
X Link @evfcfaddict 2024-05-22T13:16Z 16.3K followers, 7030 engagements

"After @Nesjamag told me to buy the European one since it was XX% lower I finally bought a starter. This is like XX% cheaper and more profitable than $UAMY oligopoly for p/e 3-4 crazy (and with 300k daily volume not that illiquid with auctions 11:30/16:30). $CAMB.BR"
X Link @evfcfaddict 2025-10-10T09:53Z 16.3K followers, 20.3K engagements

"@govro12 down X% best: Unilever up X% worst Azelis -5%"
X Link @evfcfaddict 2025-10-11T15:10Z 16.3K followers, 1942 engagements

"Remember Oliver Kelton I wrote a lot about him his fund only invests in Europe. Telcos banks beer.- sounds boring Well my nephew actually bought into it days before Putins invasion in late 01/22 and is up 7182% since. Fund was up XX% even in 2022 with Euro large caps"
X Link @evfcfaddict 2025-10-15T13:29Z 16.3K followers, 4697 engagements

"Here is a great breakdown of the $MSI.L business case. Thx @gezzogero for hinting that one to me"
X Link @evfcfaddict 2025-09-30T10:43Z 16.3K followers, 5959 engagements

"@larpcapitalwc @Versace_Trader quiet funny kid at least;)"
X Link @evfcfaddict 2025-10-15T19:05Z 16.3K followers, XXX engagements

"@mtmmee management does a good job imo. imcd/azelis have deeper moats and relationships vs brenntag"
X Link @evfcfaddict 2025-08-28T19:23Z 16.3K followers, XXX engagements

"My favorite company : - XX% of profits are recurring - very loyal customer base - net cash - 10x ev/fcf - XX% ROE - X% dividend - opportunistic buybacks Ennismore (August letter) and @SCapStrategist did writeups recently. $ANDR.VI"
X Link @evfcfaddict 2025-10-07T13:04Z 16.3K followers, 21.8K engagements

"@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist"
X Link @evfcfaddict 2025-07-19T19:50Z 16.3K followers, 8295 engagements

"@ReneSellmann $ROG.SW $COM.MI $RBREW.CO $JNJ $ULVR.L $IMCD.AS $KRI.AT $DEF.DE $CBE.PA $CTEC.L"
X Link @evfcfaddict 2025-08-28T08:51Z 16.3K followers, 1098 engagements

"green: average p/e (followed by 5-15% 10y cagr historically) red: today"
X Link @evfcfaddict 2025-10-10T12:31Z 16.3K followers, 7090 engagements

"@LaudaSteo Geduld und kein FOMO ;) - hier ein paar Kandidaten: Tech/Telko: $EVS.BR $GAMA.L $VOD.L $ITD.MI Staples: $ULVR.L $FILA.MI $SUP.L Immo: $DEF.DE Pharma: $BRKR $ROVI.MC $TMO $ROG.SW $DR.TO $SN.L $DIA.MI $ICLR $BDX $MRK.DE Indu: $ALPM.PA $VID.MC $ODET.PA $LDB.MI $MMK.VI"
X Link @evfcfaddict 2025-05-15T08:07Z 16.3K followers, 2203 engagements

"Mondi $MNDI.L is one of the first companies with a q3 trading update - and its not a good one stock -14%"
X Link @evfcfaddict 2025-10-06T07:33Z 16.3K followers, 2794 engagements

"40% off the highs $BC.MI"
X Link @evfcfaddict 2025-09-25T15:37Z 16.3K followers, 14K engagements

"@SReasearch63844 $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW to name a few"
X Link @evfcfaddict 2025-07-16T15:48Z 16.3K followers, 1152 engagements

"Another great one from @Abilitato_de - comparison and analysis of the big spirit producers after the recent selloff $CPR.MI $RCO.PA $DEO $BFB $RI.PA $LPE.PA"
X Link @evfcfaddict 2024-09-25T05:33Z 16.3K followers, 10.9K engagements

"Symrise NTM P/E now at 10y low $SY1.DE"
X Link @evfcfaddict 2025-09-23T11:16Z 16.3K followers, 4748 engagements

"German retail finally in panic selling $CSU.TO at -XX% this morning"
X Link @evfcfaddict 2025-04-07T05:45Z 16.3K followers, 14.3K engagements

"My former space guest Steven @GWInvestors is going activist in Swatch Group $UHR.SW. Time to put it on my watchlist after giving up on it earlier as management didnt show a lot of interest in moving the share price / company forward"
X Link @evfcfaddict 2025-05-02T11:29Z 16.3K followers, 2503 engagements

"As some are using me as contra ;) here is a portfolio update in order of size-hope this helps: $FILA.MI $ROVI.MC $ODET.PA $ALCO $BRKR $ITD.MI $ULVR.L $AVTR $2267.T $EVS.BR $VID.MC $SUP.L $TBRG $ALPM.PA $TECN.SW $9928.T $8771.T $KITW.L $CTEC.L $DR.TO $GAMA.L"
X Link @evfcfaddict 2025-07-28T13:50Z 16.3K followers, 17.4K engagements

"Thx a lot Morgan Stanley for letting me add $AZE.BR under XX - sell side analysts that only think in quarters are the gift that keeps on giving"
X Link @evfcfaddict 2025-09-10T14:11Z 16.3K followers, 3392 engagements

"Zoetis NTM P/E now at 10y low $ZTS"
X Link @evfcfaddict 2025-09-23T05:42Z 16.3K followers, 9412 engagements

"@NStepmum I think the m&a makes a lot of sense as they get new clients with it. They both do a great job imo. IMCD is finally not overvalued and Azelis is dirt cheap as PE keeps selling their stocks they got for like X and they need the money quick - this creates a huge opportunity imo"
X Link @evfcfaddict 2025-08-30T13:32Z 16.3K followers, XXX engagements

"@CJ0pp3l @simcity31 $APR.WA $DCC.L $ITD.MI $FILA.MI $CBE.PA $DR.TO $SUP.L $VID.MC $AZE.BR $KITW.L"
X Link @evfcfaddict 2025-09-20T11:44Z 16.3K followers, 1074 engagements

"Zimmer $ZBH raises FY EPS guidance. This is a high margin medtech company trading for 11x P/E"
X Link @evfcfaddict 2025-08-07T10:37Z 16.3K followers, 1940 engagements

"29/2/24 ytd: XX% Medical Facilities $DR.TO Fitlife Brands $FTLF Azeus Systems $BBW.SI We Connect $ALWEC.PA Brod. Johansen $AOJ $CPH.TO $LDB.MI $KRI.AT $ALPM.PA $3679.T $DUR.AX $HGBL $ISSC $SL.MI $ITRN $9928.T $KINO.L $BHU.SI $PLX.PA $FQT.VI $CEV.HM Cash: 197%"
X Link @evfcfaddict 2024-02-29T20:55Z 16.3K followers, 13.8K engagements

"@Skeptical1704 it matters of you are doing buy and hold with yesterdays portfolio"
X Link @evfcfaddict 2025-10-11T15:10Z 16.3K followers, XXX engagements

"@everyonehatesp1 @hkuppy Chemicals eg $IMCD.AS would be another subsector"
X Link @evfcfaddict 2025-08-11T13:41Z 16.3K followers, XXX engagements

"31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)"
X Link @evfcfaddict 2024-05-31T10:28Z 16.3K followers, 12.5K engagements

"1% noch come on bears $ADBE $DIA.MI"
X Link @evfcfaddict 2023-02-24T15:23Z 16.3K followers, 3480 engagements

""In a market full of short-term incentives and therefore thinking (or is it the other way around) we are pleased to take advantage of opportunities where our time horizon exceeds that of the market and welcome short-term share price weakness with open arms." Ennismore 👏"
X Link @evfcfaddict 2025-09-23T08:12Z 16.3K followers, 3968 engagements

"Updated figures for $TMV.DE Teamviewer. Growth is clearly slowing but the valuation in combination with the huge buybacks makes it interesting at over XX% FCF yield. I still dont know how sustainable the business/revenue is though"
X Link @evfcfaddict 2024-09-12T07:10Z 16.3K followers, 4579 engagements

"to put this in perspective: normalized free cash flow will be way over 300m in my view - so 11-12% FCF Yield for a business with a real moat. Great conclusion here from my friends at shareholdervalue ag @heikoboehmer @ValueInvestoren $AZE.BR"
X Link @evfcfaddict 2025-09-10T14:16Z 16.3K followers, 2488 engagements

"Yakult Honsha $2267.T is giving me a bit of Kri-Kri vibes with a unique product lots of temporary capex for abroad expansion and a long term thinking management. Trading at lowest multiples in a long time net cash nearing DD shareholder yield and benefitting from weak "
X Link @evfcfaddict 2025-07-10T09:08Z 16.3K followers, 9263 engagements

"Nestle NTM P/E now at 10y low $NESN.SW"
X Link @evfcfaddict 2025-09-24T11:32Z 16.3K followers, 17.1K engagements

"current top 10:"
X Link @evfcfaddict 2025-10-15T13:31Z 16.3K followers, 1873 engagements

"1/2 Last year @memyselfandi006 wrote up $DCC.L which was already a very interesting case with a great track record back then. X year later stock price barely moved despite great capital allocation clearing the portfolio buying/back and tendering shares. We are talking XX% FCF"
X Link @evfcfaddict 2025-09-29T10:23Z 16.3K followers, 7497 engagements

"@satsfilip $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW"
X Link @evfcfaddict 2025-07-16T15:48Z 16.3K followers, 1545 engagements

"@Daniel___Gordon Long $FILA.MI and $ULVR.L $KRI.AT is on my watchlist and might be interested sub 16"
X Link @evfcfaddict 2025-09-24T11:37Z 16.3K followers, XXX engagements

"@Stocks4y $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW to name a few"
X Link @evfcfaddict 2025-07-16T15:48Z 16.3K followers, 1362 engagements

"@NStepmum azelis too expensive A duopoly for XX% 2026e fcf Please tell me names that arent too expensive for youI might love them"
X Link @evfcfaddict 2025-08-30T13:20Z 16.3K followers, XXX engagements

"Portfolio end of August ytd X% in XX% in $ goal: beating the index with 1/2 the vola $FILA.MI $ITD.MI $ROVI.MC Undisclosed $DR.TO $CTEC.L $ODET.PA $ULVR.L $BRKR $AZE.BR $FMX $IMCD.AS $CBE.PA $EVS.BR $SUP.L $DEF.DE $VID.MC $ALPM.PA $KITW.L"
X Link @evfcfaddict 2025-08-30T13:14Z 16.3K followers, 14.1K engagements

"A world class one at a decade low valuation $IMCD.AS"
X Link @evfcfaddict 2025-08-04T07:14Z 16.3K followers, 17.8K engagements

"Rovi $ROVI.MC will produce for $NVO starting next year"
X Link @evfcfaddict 2025-10-13T08:25Z 16.3K followers, 4364 engagements

"Whats your top X picks going into 2024 Mine: $DR.TO Medical Facilities $CGM.PA Cegedim $BBW.SI Azeus Systems"
X Link @evfcfaddict 2023-12-30T08:13Z 16.3K followers, 26.5K engagements

"Rough times in Europe. Melexis $MELE.BR Davide Campari $CPR.MI with double digit losses after their q3 reports. Former German darling Grenke $GLJ.DE loses 1/4 of its value in early trading"
X Link @evfcfaddict 2024-10-30T08:36Z 16.3K followers, 13.8K engagements

"Jack Henry NTM P/E now at 10y low $JKHY"
X Link @evfcfaddict 2025-09-23T05:36Z 16.3K followers, 4688 engagements

"Mcap of my current top XX in 6x 300m (2x 1x 1x 1x 1x undisclosed) $FILA.MI sub 400m $APR.WA sub 600m The other X ( $AZE.BR $ROVI.MC ) between 25B and 3B Only large cap I still hold (but maybe sell after the spinoff if the others get even cheaper) is $ULVR.L"
X Link @evfcfaddict 2025-09-26T05:34Z 16.3K followers, 10.1K engagements

"@The_Analyst_Lab of the ones I dont already own atm: $ROG.SW $MUM.DE $KRI.AT"
X Link @evfcfaddict 2025-09-24T14:02Z 16.3K followers, XXX engagements

"Stocks that dont go down XX% from their temp. top (even in bull markets) from time to time are indeed pretty rare"
X Link @evfcfaddict 2025-09-25T13:35Z 16.3K followers, 2599 engagements

"28/8/24 ytd XX% XX% Cash (temp) $DR.TO $KITW.L $PLX.PA $BBW.SI $9364.T $SUP.L $ALWEC.PA $IVFH $KRI.AT $CTT.LS $JAKK $MCB.L Basket (9312/5658/8046/6964/9066/7122/9845/9872/2108)"
X Link @evfcfaddict 2024-08-28T14:10Z 16.3K followers, 14.7K engagements

"Swatch $UHR.SW was dead money for a long time but may finally offer an interesting setup with a huge insider buy in May activist pressure and a founder family that might be willing to sell midterm. Stock is trading 06x P/TBV massive netcash in ;)"
X Link @evfcfaddict 2025-06-24T20:48Z 16.3K followers, 12.1K engagements

"@NStepmum imcd and azelis got a massive amount of country exclusive contracts for specialty chemicals"
X Link @evfcfaddict 2025-08-30T13:25Z 16.3K followers, XXX engagements

"Diasorin NTM P/E now at 10y low $DIA.MI"
X Link @evfcfaddict 2025-09-25T11:43Z 16.3K followers, 5046 engagements

"Factset $FDS trading at lowest P/E (E might come in a bit lower though) since GFC"
X Link @evfcfaddict 2025-09-19T14:29Z 16.3K followers, 5156 engagements

"Joel Greenblatt said that he approaches position sizing not in terms of the highest potential upside but by putting the most money into the investments where he believes he wont lose money. This isnt investment advice but I believe FILA fits that category well. Agreed/Long"
X Link @evfcfaddict 2025-09-11T19:23Z 16.3K followers, 24.5K engagements