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@Arkalos77 "For all $bats $bti British American Tobacco 🐻 who think we will not succeed in next generation products and compete with $pmi on heated tobacco. A friendly reminder that our technology partner is fu***ing BYD"
X Link @Arkalos77 2025-01-09T15:18Z 2707 followers, 3033 engagements

"My uninvestable positions $bats $bti ✅ + XX% and XX% div yield $prx.as $tcehy ✅ + XXX% $baba ✅ 💯 % $pdd ✅ +40% $eden.pa Edenred $evo.st Evolution AB 👇"
X Link @Arkalos77 2025-09-17T18:37Z 2707 followers, 1021 engagements

"Me contemplating my Edenred $eden.pa cost basis of XX and whether I should continue averaging down"
X Link @Arkalos77 2025-09-16T19:25Z 2707 followers, 1397 engagements

"Portfolio Update - H1 2025 X bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus & Adyen All fresh capital will be deployed at Edenred $eden.pa the best risk return the market is giving me. $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"
X Link @Arkalos77 2025-07-01T20:24Z 2707 followers, 4879 engagements

"Few have studied $evo.st $evo Evolution AB as thoroughly as @Speedwell_LLC In the epilogue of the pod 👇 they cut through the noise like a boss and distill the investment thesis to the few things that really matter. Long the stock for the exact same reasons. Misalignment of price implied expectations with Future Growth Rates And you know one thing that was interesting that this account manager at Evolution said was he was asked about the growth rate. Is it something like XX to XX or XX to XX And he responded saying it's going to definitely be XX% plus. Secular Tailwinds and along runway of"
X Link @Arkalos77 2025-07-25T17:59Z 2707 followers, 3427 engagements

"Added to Edenred $eden.pa today XXX% position now with the average cost basis falling to 30.41"
X Link @Arkalos77 2025-09-24T09:55Z 2707 followers, 1569 engagements

"☕can Portfolio Update - XX Aug 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus & Adyen $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"
X Link @Arkalos77 2025-08-31T14:36Z 2708 followers, 6588 engagements

"☕can Portfolio Update - Sep 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus Adyen & Allibaba (new) This is a list of stocks I intend to hold on for dear life and pass on to my kids. The success of the experiment (financial independence for our family) depends on the wisdom and foresight to select the objects to be placed in the coffee can to begin with. Hopefully some of these stocks will end up being multi-baggers in the next several years driving portfolio returns. $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"
X Link @Arkalos77 2025-09-30T20:50Z 2707 followers, 6486 engagements

"@simoneportaro Yes I prefer Edenred"
X Link @Arkalos77 2025-09-21T10:24Z 2707 followers, XXX engagements

"@ReneSellmann A medium term potential risk that I see about $eden.pa Edenred is the digital euro with its programmatic capabilities. Not close enough to trouble my headspace for now"
X Link @Arkalos77 2025-10-05T19:00Z 2707 followers, XXX engagements

"Rare earths are in fashion today. A reminder that Metlen $mytil.at is the business that will cover European Unions needs in gallium (50 tonnes from 2028). The odds of this strategic 300mn project getting subsidised by 👀 better than ever"
X Link @Arkalos77 2025-10-10T18:04Z 2708 followers, 1081 engagements

"This crazy with his enthusiasm has nearly convinced me that one day $prx.as Prosus will be worth 100bn ex $tcehy Tencent stake with best in class consumer ecosystems in and Latam"
X Link @Arkalos77 2025-10-08T11:27Z 2708 followers, 1314 engagements

"Pluxee are more concentrated on the jurisdictions (latin america and france) and areas (meal vouchers) that face regulatory scrutiny. Edenred is more diversified have scale and already pivoted beyond their traditional regulated offering (more than half of their revenues are now generated beyond meal vouchers into mobility wellness complementary solutions etc)"
X Link @Arkalos77 2025-09-22T12:53Z 2707 followers, XXX engagements

"Portfolio Update - XX July 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus & Adyen $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"
X Link @Arkalos77 2025-08-02T16:17Z 2705 followers, 2189 engagements

"$mytil.at Mytilineos S.A hitting a new all time high benefitting from the transition to renewable energy. Greek company operating in multiple countries with plenty of room to grow. Pretty confident it will end up being a XX bagger for me (8 bagger as of now)"
X Link @Arkalos77 2024-01-22T09:38Z 2707 followers, XXX engagements

"Price implied expectations for $eden.pa Edenred Inputs: Current Stock Price = EUR XXXXX EV= EUR XXXXX billion Market Cap = EUR XXXXX billion WACC = XXX% Terminal Growth Rate (g) = X% Current FCF (FCF0) = EUR XXX million 2025 FCF yield = XX% 2025 FCF per share = EUR XXX 2025 ROCE = XX% 2025 EBIT margin = XX% Market Expectations imply that the business is a melting 🧊 with fcf expected to fall by X% annually over the next XX years while revenues are still expected to grow at high single digits with Ebitda growing double digits from operating leverage and cost efficiencies. I just wait until"
X Link @Arkalos77 2025-06-21T13:42Z 2707 followers, 1428 engagements

"Guilty of confirmation bias but Metlen $Mytil.at is the best business by a mile. Owner led great culture long runway of growth (green transition international expansion). Next year they will move their primary listing to LSE (FTSE 💯) and start getting more coverage"
X Link @Arkalos77 2024-07-25T15:57Z 2705 followers, XXX engagements

"What I know about is what management told us below. PAT wont go away Pix cannot handle purpose built payments to replace Edenred the danger stems from capping processor fees that should be a manageable headwind. More generally the key takeaway is that even with X% fcf growth the stock is worth XX about XX% above the current price. This is just maths. The stock does not need a lot to work from here at a fcf yield of XX% and X% dividend yield. I would personally prefer if the cancelled the dividend and bought back their cheap shares creating a reinvestment engine but Im cognizant that this is"
X Link @Arkalos77 2025-09-21T05:41Z 2707 followers, XXX engagements

"Impressive stuff from $payc Paycom Not only is iwant the biggest innovation we have ever done since founding but by the time we do version X or X i dont even know what I could develop after that Paycom founder CEO and chairman Chad Richison"
X Link @Arkalos77 2025-08-06T21:55Z 2707 followers, 1097 engagements

"Rainwater Equity ETF Holdings - Joseph R. Shaposhnik (ex TCW) Investment Philosophy: X. Recurring Revenue Businesses: We seek to invest in businesses that secure sales with subscriptions or repeatpurchases. These companies are more straightforward to operate and evaluateand we believe more likely to deliverconsistent growth with fewer surprises. X. Invest With Strong Leaders: A strong leader is a fanatic that has a record of outperformance invests the firms cash flow effectively and aligns employee compensation with creating value for shareholders. X. Hold For the Long Run: We intend to hold"
X Link @Arkalos77 2025-09-23T17:54Z 2708 followers, XXX engagements

"@BrownMarubozu @ReturnsJourney Not wired to average up either but this has worked ok for me overall to be fair. My biggest winners in terms have been positions where I have averaged down agressively when the businesses went out of favour and became ridiculously cheap $bats $prx.as $adyen $payc $baba"
X Link @Arkalos77 2025-08-31T18:41Z 2708 followers, XXX engagements

"Super exciting day in my investing journey. Got my 1st ever 10bagger (Metlen Energy and Metals - $mytil.at) Some key takeaways that reinforce things Ive learnt over the last years by studying the game. - Compounding is the product of time requires patience and the ability to withstand big drawdowns. - Dont be dogmatic on investment styles sectors jurisdictions etc. Home run stocks can be found anywhere in the most unlikely of places. Multibaggers do not happen by planning they happen by chance. I would be a liar to tell you that I knew that Metlen would become the gallium producer for a big"
X Link @Arkalos77 2025-06-26T15:41Z 2705 followers, XXX engagements

"Yes I sleep well and Im very eager to reduce my average cost basis from XX. Up to now the only material regulatory change is the capping of take rates in at X% with Edenred still expected to grow Ebitda by double digits (would have been XX% othewise). In my 👀the fears are overblown with the stock discounting a worst case scenario for the meal voucher business (less than XX% of the revenue) that will not even materialise "
X Link @Arkalos77 2025-09-23T10:06Z 2707 followers, XXX engagements

"Chinese stocks are outpacing global peers by the widest margin in eight years with the MSCI China index surging XX% this year compared with a XX% gain in the MSCI World Index. Yet foreign investors did not join the party. Mainland stocks received just $1.2bn of net foreign investment this year. Source: Financial Times"
X Link @Arkalos77 2025-10-12T10:18Z 2708 followers, XXX engagements

"In the short run the market is a voting machine in the long run it is a weighing machine. The price of the stock will eventually reflect the companys intrinsic value blah blah blah Unless you are $eden.pa Edenred 🤦🏻♂ Stock vs Financial Performance over the last decade. And yes I m fully aware of all regulatory headwinds in the meal voucher division in and that would reduce ebitda by XX% in an armageddon scenario"
X Link @Arkalos77 2025-10-05T13:45Z 2707 followers, 1120 engagements

"Edison report on Metlens capital markets day. $mytil.at"
X Link @Arkalos77 2025-06-02T18:35Z 2708 followers, 1065 engagements

"Metlen $mytil.at Another casual all time high prior to the LSE debut next week"
X Link @Arkalos77 2025-07-30T14:44Z 2708 followers, XXX engagements

"@dede_eyesan $Mytil.at"
X Link @Arkalos77 2025-08-07T14:36Z 2705 followers, XXX engagements

"The ability to properly read market expectations and anticipate revisions of these is the springboard for earning superior long term returns Is Edenred $eden.pa a melting 🧊 Absolutely not regardless of tbe regulatory headwinds in . This is where all my fresh capital will be heading in this overheated market"
X Link @Arkalos77 2025-09-20T18:15Z 2707 followers, 3078 engagements

"Metlen $mytil.at is now an XX bagger for me (without dividends). And the best days are still ahead of them. This has been a hell of 🏃♂ CAGRing XX% over the last XX years. Buy right and hold on to experience the joy of compounding 🙏 "
X Link @Arkalos77 2025-08-08T14:45Z 2708 followers, 7205 engagements

"Wonderful Deep dive on Metlen $mytil.at by @dede_eyesan The word is getting out"
X Link @Arkalos77 2025-09-03T18:55Z 2708 followers, 2137 engagements

"$baba Alibabas Cloud Intelligence Group is the biggest growth lever fueling the stock narrative. A succesful pivot would result in a 2nd S curve to support E-commerce EBITA profitability. Current State - #1 in China public cloud (30-35% share) - #4 globally in IaaS; - #1 in Asia-Pacific IaaS. - Public cloud: compute storage networking databases big data analytics -Proprietary LLM: Qwen (open source) - Digital transformation services across enterprises - US$13.7 billion revenues (10% of total) - Adjusted EBITA Margin XX% Target Future State - 15-20% CAGR expected through 2030 driven by AI"
X Link @Arkalos77 2025-10-05T12:05Z 2708 followers, 4632 engagements

"$prx.as Prosus a X bagger now. The easiest 💰 I have ever made in the stockmarket"
X Link @Arkalos77 2025-10-02T09:31Z 2707 followers, 3115 engagements

"Mytilineos SA $Mytil.AT The 🎁 that keeps on giving Dividend increased to EUR XXX 👀 ahead to another year of growth helped by the big investments that take place and gradually support the companys financial performance"
X Link @Arkalos77 2024-01-25T13:04Z 2708 followers, XXX engagements