# ![@Arkalos77 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4653990256.png) @Arkalos77 Yannis Stamatopoulos

Yannis Stamatopoulos posts on X about $baba, $bats, $bti, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::4653990256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:interactions.svg)

- [--] Week [------] +605%
- [--] Month [------] -29%
- [--] Months [-------] +42%
- [--] Year [-------] -47%

### Mentions: [--] [#](/creator/twitter::4653990256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:posts_active.svg)

- [--] Month [--] -32%
- [--] Months [---] +0.41%
- [--] Year [---] -3.70%

### Followers: [-----] [#](/creator/twitter::4653990256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:followers.svg)

- [--] Week [-----] +0.45%
- [--] Month [-----] +1.50%
- [--] Months [-----] +11%
- [--] Year [-----] +25%

### CreatorRank: [---------] [#](/creator/twitter::4653990256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities) 

**Social topic influence**
[$baba](/topic/$baba) #176, [$bats](/topic/$bats) #13, [$bti](/topic/$bti) #20, [investment](/topic/investment), [$tcehy](/topic/$tcehy), [alibaba](/topic/alibaba), [$evost](/topic/$evost), [$payc](/topic/$payc) #7, [$eden](/topic/$eden), [paycom](/topic/paycom) #30

**Top accounts mentioned or mentioned by**
[@tintincapital](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@longequity](/creator/undefined) [@ftrinvestors](/creator/undefined) [@qualitystocksa](/creator/undefined) [@stonkmetal](/creator/undefined) [@returnsjourney](/creator/undefined) [@investy](/creator/undefined) [@renesellmann](/creator/undefined) [@themattharbaugh](/creator/undefined) [@nicotinecap](/creator/undefined) [@stockopine](/creator/undefined) [@returnoncap](/creator/undefined) [@investwithwes1](/creator/undefined) [@youtube](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@qcompounding](/creator/undefined) [@logicalthesis](/creator/undefined) [@investinassets](/creator/undefined) [@retireearlyguy](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [British American Tobacco (BTI)](/topic/$bti) [Paycom Software Inc (PAYC)](/topic/$payc) [Eden (EDEN)](/topic/$eden) [Evotec SE (EVO)](/topic/$evo) [Fortinet Inc (FTNT)](/topic/$ftnt) [4 (FOUR)](/topic/$four) [PubMatic, Inc. (PUBM)](/topic/$pubm) [ELYSIA (EL)](/topic/$el) [Hershey Co (HSY)](/topic/$hsy) [Parex (PRX)](/topic/$prx) [Picard Medical, Inc. (PMI)](/topic/$pmi) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [RAI Finance (SOFI)](/topic/$sofi) [Minted (MTD)](/topic/$mtd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Very intriqued by Loar Holdings Inc $loar the latest addition in the TCW Compounders ETF by Joseph Shaposhnick. He has an 👁 for identifying durable businesses with predictable cash flows.Loar specialises in niche Aerospace and defence components. Has anyone done any 📚 on this"  
[X Link](https://x.com/Arkalos77/status/1824480825301193111)  2024-08-16T16:18Z [----] followers, [----] engagements


"Any predictions for $prosus annual results tomorrow Hope I can get the chance to add to the position on the cheap"  
[X Link](https://x.com/Arkalos77/status/1541114455869775878)  2022-06-26T17:41Z [----] followers, [--] engagements


"@QCompounding Mytilineos SA"  
[X Link](https://x.com/Arkalos77/status/1565729898752348160)  2022-09-02T15:54Z [----] followers, [--] engagements


"@humbledividend $BABA Alibaba $PROSUS (as a proxy for Tencent) $PUBM Pubmatic $META Meta Platforms $SOFI Sofi Technologies"  
[X Link](https://x.com/Arkalos77/status/1571467656649183233)  2022-09-18T11:54Z [----] followers, [--] engagements


"@Pdominguez51003 @Edelweiss_Cap Consider buying $tcehy through $prosus. You are effectively getting it [--] to 25% cheaper and this comes with some additional optionality"  
[X Link](https://x.com/Arkalos77/status/1576602209902415874)  2022-10-02T15:57Z [----] followers, [--] engagements


"@Gubben89 Me too. $tcehy with an investment portfolio of $ 150bn is now worth less than a chinese liquor company. This is absurd and presents an opportunity. Sold my $prosus position after the share repurchase announcement. Time to buy it all back"  
[X Link](https://x.com/Arkalos77/status/1576614652036796416)  2022-10-02T16:46Z [----] followers, [--] engagements


"@Pdominguez51003 @Edelweiss_Cap You do not need the discount to close although that would be a welcome bonus and not unlikely given the massive $prosus share repurchase program funded by $tcecy disposals. The latter is a genious move as it actually increases your per share exposure to $tcehy"  
[X Link](https://x.com/Arkalos77/status/1576618728975831040)  2022-10-02T17:02Z [----] followers, [--] engagements


"@Pdominguez51003 @Edelweiss_Cap As long as $tcecy recovers from multi year lows the $prosus NAV and share price will also rise. Delivery Hero Ctrip OLX Ifood swiggy are then your call options offering you plenty of upside. Management target a 100bn valuation for the e-commerce portfolio.Anything [--] is ok"  
[X Link](https://x.com/Arkalos77/status/1576620228061982720)  2022-10-02T17:08Z [----] followers, [--] engagements


"@ThongAn4 Yes Sir Cant add to my $baba hong kong position cause the euro has been obliterated . Will however keep buying as much $prosus (my proxy for $tcehy) as I can. Very comfortable holding large concentrated positions on both these chinese gems at current levels"  
[X Link](https://x.com/Arkalos77/status/1579177697821233153)  2022-10-09T18:31Z [----] followers, [--] engagements


"@davideborall Unlike the JD special dividend that they immediately liquidated for cash food delivery is a strategic area for $prosy (delivery hero ifood). I believe they will retain the meituan stake as a long term investment"  
[X Link](https://x.com/Arkalos77/status/1594016614776643584)  2022-11-19T17:15Z [----] followers, [--] engagements


"@KaranMGurnani Like many others I hold $prosy as a proxy for $tcehy. If the discount to NAV fell below [--] % i would sell the entire position and own tencent directly. It is a superior business to anything else they own"  
[X Link](https://x.com/Arkalos77/status/1596487434786996226)  2022-11-26T12:54Z [----] followers, [--] engagements


"Me holding $baba $prosy (as a proxy for $tcehy) and $bidu today. Chinese tech to materially outperform US stocks in 2023"  
[X Link](https://x.com/Arkalos77/status/1607761275718615040)  2022-12-27T15:32Z [----] followers, [---] engagements


"@hoegermeister $sofi are missing the profitability forecasts / targets presented when they were listed (usd 115mn adjusted ebitda for [----] vs [---] projected). Appreciate that student loan refi has been a major headwind but is the projected ramp up for [--] [--] [--] still intact you reckon"  
[X Link](https://x.com/Arkalos77/status/1619588955904839680)  2023-01-29T06:51Z [----] followers, [---] engagements


"@PandaValue Have a $prosy prosus concentrated position at an average cost of $43.86 that i intend to hold forever. Selling $tcehy tencent to simultaneously buyback prosus at a 40% discount to NAV is a brilliant capital allocation move. It increases NAV and per share exposure to tencent"  
[X Link](https://x.com/Arkalos77/status/1621781921351999489)  2023-02-04T08:05Z [----] followers, [---] engagements


"@AirMJJordan @long_equity @PartnershipInv @zimp_a @LaBulll @ElliotTurn @Logos_LP @CCM_Brett @investing_city @CCM_Ryan @marketplunger1 @bizalmanac @yesandnotyes @TheTipasa Same here . I have been adding to the starter $chemm position. Far from being a full position yet but a P/E of [--] for a quality company with their best in class ROIC and EBIT margins seems fair"  
[X Link](https://x.com/Arkalos77/status/1649339045753880578)  2023-04-21T09:07Z [----] followers, [---] engagements


"@Pikachu_invest Is the Chemometec $chemm machine back on 😉"  
[X Link](https://x.com/Arkalos77/status/1656656727092375552)  2023-05-11T13:45Z [----] followers, [---] engagements


"Quarterly results so far have been very generous to my concentrated positions #CSH Civitas Social Housing $pubm Pubmatic $JD and Chemometec $Chemm. Waiting for $baba $tcehy (own $prosy as a proxy) and $bidu. Confident on them after todays $jd s results and outlook"  
[X Link](https://x.com/Arkalos77/status/1656763197620121602)  2023-05-11T20:48Z [----] followers, [---] engagements


"@AJButton2 1) #CSH Civitas Social Housing at [-----] 2) $baba Alibaba at $84.69 3) $Pubm Pubmatic at $16.36 4) $prosy Prosus at [-----] 5) $mytil Mytilineos at [---] Added the cost basis as well as there are better companies out there but I wont overpay for them"  
[X Link](https://x.com/Arkalos77/status/1659994499395776514)  2023-05-20T18:48Z [----] followers, [----] engagements


"I have now pocketed the last quarterly dividend from #csh Civitas Social Housing before the buyout. Thinking of replacing the gbp income stream with $bti British American Tobacco a quality company that has been in my watchlist for a long time. Any good reason not to switch"  
[X Link](https://x.com/Arkalos77/status/1660257886805856256)  2023-05-21T12:15Z [----] followers, [---] engagements


"$nvda Nvidia pretty much added the enterprise value of Alibaba $baba on their market cap on the back of a good outlook. Interesting times"  
[X Link](https://x.com/Arkalos77/status/1661595628202340357)  2023-05-25T04:50Z [----] followers, [---] engagements


"@ftr_investors The widest moat company in my porfolio is easily $TCEHY Tencent (for full disclosure I own it via $prosy Prosus)"  
[X Link](https://x.com/Arkalos77/status/1662849908611723266)  2023-05-28T15:54Z [----] followers, [----] engagements


"@Ztratum I should have bought more $chemm Chemometec below Eur [--] did not manage to make it a full position"  
[X Link](https://x.com/Arkalos77/status/1665697831611514883)  2023-06-05T12:31Z [----] followers, [---] engagements


"@LogicalThesis $pubm My second best performer YTD after Mytilineos SA. I feel you cause I sold my $sofi position on the back of the silicon valley bank carnage and the uncertainty in the banking sector. It doubled since then. We cant win em all"  
[X Link](https://x.com/Arkalos77/status/1670054941937786880)  2023-06-17T13:05Z [----] followers, [---] engagements


"This is a positive development sfor Prosus $prx $prosy. The removal of the cross holding structure will simplify the corporate structure attract more institutional investors and reduce the discount to NAV. Furthermore the share buy-backs will continue for "many many years"  
[X Link](https://x.com/Arkalos77/status/1673646751343886336)  2023-06-27T10:57Z [----] followers, [---] engagements


"@QCompounding Most Interesting. All my top [--] holdings representing 80% of my portfolio are there $bats $tcehy (through $prosy) $baba $bidu $jd . Seems I have an eye for wide moat undervalued stocks. Also own Sartorius Stedim $dim. They will hopefully catch up to their intrinsic value"  
[X Link](https://x.com/Arkalos77/status/1682132628315537414)  2023-07-20T20:57Z [----] followers, [---] engagements


"Sartorius Stedim Biotech $dim Half -year results out. We expect these adverse factors to be only temporary and anticipate that demand will gradually pick up during the second half of [----]. Was hoping I might be able to pick up a few more shares on the cheap. Never mind"  
[X Link](https://x.com/Arkalos77/status/1682351616546963458)  2023-07-21T11:27Z [---] followers, [---] engagements


"@SteveWagsInvest I started a small position at Diageo PLC $dge at [-----] a quality business I really like but is not that cheap valuation wise. Will add to it opportunistically if it falls further"  
[X Link](https://x.com/Arkalos77/status/1682658214767099905)  2023-07-22T07:45Z [----] followers, [---] engagements


"In your eyes what stock category best describes $pmi Philip Morris and $bats $bti British American Tobacco In Secular Decline Slow Growers Turnarounds Stalwarts In Secular Decline Slow Growers Turnarounds Stalwarts"  
[X Link](https://x.com/Arkalos77/status/1683102659710951425)  2023-07-23T13:11Z [----] followers, [---] engagements


"@Quartr_App @_inpractise @TheGarpInvestor @fools_gd I bought the kitchen for my flat from them $HWDN [--] years ago when I was living in London. Little did I know I should have bought their stock instead"  
[X Link](https://x.com/Arkalos77/status/1683537582276132888)  2023-07-24T18:00Z [----] followers, [---] engagements


"@Kakashi_Capital Always in the look out for this post. Your list is a great hunting ground for me. I have been looking at Estee Lauder $EL for some time and almost pulled the trigger for a starter position at low 170s. Terry Smiths latests fund commentary put me off. Will keep monitoring it"  
[X Link](https://x.com/Arkalos77/status/1685540814934474752)  2023-07-30T06:40Z [---] followers, [--] engagements


"Thanks to the few of you that contributed to my $pmi $bats $bti poll. We are in agreement those are a hybrid between slow growers and stalwarts paying juicy and rising dividends while they are still growing"  
[X Link](https://x.com/Arkalos77/status/1686125357454295040)  2023-07-31T21:23Z [----] followers, [---] engagements


"So these private market $prosy Prosus investments are worth something more than zero that the market values them at after all"  
[X Link](https://x.com/Arkalos77/status/1686465646006001665)  2023-08-01T19:55Z [----] followers, [---] engagements


"@KoyfinCharts Paycom Software Inc. Started a position yesterday. Will add to it opportunisticaly if it falls further. Profitable SaaS company gaining market share in a growing HCM market. Long runway of growth ahead"  
[X Link](https://x.com/Arkalos77/status/1687832525853609984)  2023-08-05T14:26Z [----] followers, [---] engagements


"@tobaccoinsider And $bats $bti British American Tobacco owns 29% of ITC. Go figure"  
[X Link](https://x.com/Arkalos77/status/1688145023332663296)  2023-08-06T11:08Z [----] followers, [---] engagements


"Sharing my growth portfolio. Heavy concentration on China Tech names (65%) that I consider super cheap once in a decade opportunities. Full positions in $baba at $84 $tcehy via prosus $prosy at [-----] and $bidu that is well positioned to ride the AI wave"  
[X Link](https://x.com/Arkalos77/status/1688256390228328448)  2023-08-06T18:31Z [----] followers, [---] engagements


"@EugeneNg_VCap $ttd are head and shoulders the best company in the ad tech sector (the winner that took most on the demand side) but so freaking expensive. My play in the sector is $pubm Pubmatic (on the sell side) that I bought below their IPO price. My key focus this week is $baba Alibaba"  
[X Link](https://x.com/Arkalos77/status/1688410986095521792)  2023-08-07T04:45Z [----] followers, [---] engagements


"@bioguru1986 @InaTailHedged $bats $bti British American Tobacco"  
[X Link](https://x.com/Arkalos77/status/1688793181834403840)  2023-08-08T06:04Z [----] followers, [---] engagements


"@HedgeFundTips Cloud only 4% up. Tencent Huawei Baidu constantly gaining market share against them"  
[X Link](https://x.com/Arkalos77/status/1689596939501703168)  2023-08-10T11:17Z [---] followers, [----] engagements


"Broyhill Asset Management commentary on $bats $bti British American Tobacco"  
[X Link](https://x.com/Arkalos77/status/1689707525191380993)  2023-08-10T18:37Z [----] followers, [----] engagements


"@dmuthuk We the $bats $bti shareholders are forever grateful and wish $ITC to keep prospering so that our 30% stake appreciates even more"  
[X Link](https://x.com/Arkalos77/status/1690284590458380288)  2023-08-12T08:50Z [---] followers, [---] engagements


"$pmi may have iqos but we $bats $bti we have ITC. They will always have our back"  
[X Link](https://x.com/Arkalos77/status/1691057336578654208)  2023-08-14T12:01Z [----] followers, [----] engagements


"Good summary from The Telegraph of why one should stick with Prosus $prosy. A proxy for $ tcehy Tencent the highest quality business I own and my 2nd largest position. https://finance.yahoo.com/news/why-keep-buying-shares-chinese-050000575.html https://finance.yahoo.com/news/why-keep-buying-shares-chinese-050000575.html"  
[X Link](https://x.com/Arkalos77/status/1691351169107382272)  2023-08-15T07:28Z [----] followers, [---] engagements


"@kouroshshafi $LSEG Top notch quality business with the name being misleading of who they really are and what they do. Not yet clear how the Refinitiv acquisition will play out though. That was a big bite"  
[X Link](https://x.com/Arkalos77/status/1691429208398921728)  2023-08-15T12:38Z [----] followers, [---] engagements


"@patientinvestt Proud owner of [--]. British American Tobacco Diageo and JD all bought near these lows. No sweat as they are all great companies. $BTI is 75% of my income portfolio paying me a dividend of 8.5% that I will be reinvesting in other income stocks (last weeks divy went to $vod.ln)"  
[X Link](https://x.com/Arkalos77/status/1692957247305863598)  2023-08-19T17:50Z [---] followers, [---] engagements


"$bats $pmi Combustibles are not going away anytime soon Share of men who smoke cigarettes: Indonesia: 70.5% Myanmar: 70.2% Bangladesh: 60.6% Chile: 49.2% China: 47.7% South Africa: 46.8% Greece: 45.3% Sri Lanka: 43.2% Malaysia: 42.7% Thailand: 42.5% Egypt: 42.3% Kazakhstan: 42.2% India: 42% Share of men who smoke cigarettes: Indonesia: 70.5% Myanmar: 70.2% Bangladesh: 60.6% Chile: 49.2% China: 47.7% South Africa: 46.8% Greece: 45.3% Sri Lanka: 43.2% Malaysia: 42.7% Thailand: 42.5% Egypt: 42.3% Kazakhstan: 42.2% India: 42%"  
[X Link](https://x.com/Arkalos77/status/1693275323452809343)  2023-08-20T14:54Z [----] followers, [---] engagements


"@InvestingDose @LevenvDividend $bats by a long mile. More diversified revenue streams better positioned for next generation products 30% ownership of ITC in India"  
[X Link](https://x.com/Arkalos77/status/1695402468098654651)  2023-08-26T11:47Z [---] followers, [--] engagements


"@ReturnsJourney Agree on $ERF.PA Eurofins at Eur [--] averaged down to bring my cost basis to Eur [-----]. I would also like to average down on $mtd Mettler Toledo. Paycom Software is also worth a look at current levels"  
[X Link](https://x.com/Arkalos77/status/1695727552038310228)  2023-08-27T09:18Z [----] followers, [---] engagements


"@UKInvestGlobal Estee Lauder $EL at $375 - Do nothing . Estee Lauder at $150 (60% down) - Sold out agressively. Has this business really changed that much Most likely they did not time this well and it will end up being a bad call like Intuit"  
[X Link](https://x.com/Arkalos77/status/1697693833465676105)  2023-09-01T19:32Z [---] followers, [---] engagements


"👀 $hsy The Hershey Company"  
[X Link](https://x.com/Arkalos77/status/1697708060695802034)  2023-09-01T20:28Z [---] followers, [---] engagements


"@sinstockpapi Francois Rochon of Giverny on why he favours $five to $dol"  
[X Link](https://x.com/Arkalos77/status/1698324804133130676)  2023-09-03T13:19Z [----] followers, [---] engagements


"@BeuvingJordy Sweet Which is exactly why Alibaba $baba Tencent $tcehy (via Prosus $prx) and Baidu $bidu are my largest positions representing over 45% of my portfolio"  
[X Link](https://x.com/Arkalos77/status/1699497845567451313)  2023-09-06T19:00Z [---] followers, [---] engagements


"@gurgavin Have you studied $pdd Pinduoduo"  
[X Link](https://x.com/Arkalos77/status/1700077751804252438)  2023-09-08T09:24Z [---] followers, [---] engagements


"@ftr_investors I have a bit of Fortinet $FTNT bought recently at $ [-----]. So far so good"  
[X Link](https://x.com/Arkalos77/status/1700148624485728519)  2023-09-08T14:06Z [---] followers, [----] engagements


"@ftr_investors For the time being yes but would like to opportunistically add to my exposure in the sector (good returns on capital with long runway of growth). Had to unlearn many of my value investing principles to buy $FTNT at a P/E of nearly [--] and 27x EV/FCF"  
[X Link](https://x.com/Arkalos77/status/1700152998524023070)  2023-09-08T14:23Z [---] followers, [---] engagements


"@SixSigmaCapital Have bought some $el Estee Lauder and will add to the position. Longer term this is a strong franchise benefiting from a number of mega trends including the consumerisation of the developing world and premiumisation of the developed world. Lots of unclaimed land to grab"  
[X Link](https://x.com/Arkalos77/status/1702392772848701697)  2023-09-14T18:44Z [---] followers, [---] engagements


"@FromValue He beat the market till he blew up in [----]. Even recently his contrarian bet on silvergate was a disaster"  
[X Link](https://x.com/Arkalos77/status/1702781024793497764)  2023-09-15T20:26Z [---] followers, [--] engagements


"@Gudvangen4 He is now stepping down (which is probably a euphimism for getting sacked) . Another positive development for $prx $prosy Prosus"  
[X Link](https://x.com/Arkalos77/status/1703647954366521412)  2023-09-18T05:51Z [----] followers, [----] engagements


"@Quality_stocksA I start off from return on capital and the difference with cost of capital. Happy to pay a higher multiple for quality businesses that generate lots of cash and have good reinvestment dynamics"  
[X Link](https://x.com/Arkalos77/status/1704378879224209806)  2023-09-20T06:16Z [---] followers, [---] engagements


"$Adyey Im in"  
[X Link](https://x.com/Arkalos77/status/1704417661076086950)  2023-09-20T08:50Z [----] followers, [---] engagements


"@drbKahunaNui @ProsusForAll I had to sell $asml (at a profit) amongst others to make $prosus a full position at low 40s (my current average is eur 20.13). No regrets though. $tcehy Tencent is the best business I own a high quality set and forget position"  
[X Link](https://x.com/Arkalos77/status/1704815472393195839)  2023-09-21T11:10Z [----] followers, [---] engagements


"@jay223344x To put things into perspective $bats $bti is a Baa2 investment grade business with a positive outlook. The debt burden increased when they acquired Reynolds back in [----] but they are delevering. Once they bring debt/ebitda between [---] and [--] the focus will switch to buybacks"  
[X Link](https://x.com/Arkalos77/status/1705558528276955247)  2023-09-23T12:23Z [---] followers, [----] engagements


"@drewmfgoodwin Combustible volumes falling off a cliff upcoming menthol ban in the US failure to replace revenue and profits from new generation products. $pmi are well ahead of them in heated tobacco with iqos"  
[X Link](https://x.com/Arkalos77/status/1705560196972523571)  2023-09-23T12:30Z [----] followers, [---] engagements


"@TestCricket4evr @FromValue Ouch Rules are like the rails of a train they keep you on track until you reach a bend in the road. Adyen will eventually reach these highs again but I get this. Personally I never sell the full position but constantly assess the position relative to alternative investments"  
[X Link](https://x.com/Arkalos77/status/1705571556364001777)  2023-09-23T13:15Z [---] followers, [--] engagements


"@InvestInAssets Bought $Adyey Adyen taking advantage of the temporary clouds (pricing pressures in the US for the most commoditised part of their business) . Average cost Eur is [-----]. Will add to the position opportunistically if it falls further"  
[X Link](https://x.com/Arkalos77/status/1705851298082394179)  2023-09-24T07:46Z [---] followers, [---] engagements


"@TennisPodcast Cant think of anyone more deserving. She beat the biggest opponent herself. Well done @mariasakkari "  
[X Link](https://x.com/Arkalos77/status/1705921734430404770)  2023-09-24T12:26Z [----] followers, [---] engagements


"British American Tobacco Imperial Brands Altria Group Japan Tobacco Phillip Morris International. Which one do you own and why $bats $bti $pm $mo"  
[X Link](https://x.com/Arkalos77/status/1705946811347636439)  2023-09-24T14:06Z [----] followers, [----] engagements


"@MnkeDaniel Apologies I just re-read this. Lack of profitability would be a disqualifying factor. I only invest in profitable companies earning above their cost of capital"  
[X Link](https://x.com/Arkalos77/status/1706222177375203734)  2023-09-25T08:20Z [---] followers, [---] engagements


"@gurgavin No thanks I prefer $bidu Baidu as my core AI play at an enterprise value of 1/3 of this ($ 32bn)"  
[X Link](https://x.com/Arkalos77/status/1706757394724753655)  2023-09-26T19:47Z [---] followers, [---] engagements


"$jd is a bargain at current levels. Very tempted to average down but thats how I currently feel for pretty much all my losing positions Mettler Toledo Estee Lauder Paycom Chemometec Diageo. Decisions decisions decisions http://jd.com http://jd.com"  
[X Link](https://x.com/Arkalos77/status/1707071522186117490)  2023-09-27T16:35Z [----] followers, [----] engagements


"@sinstockpapi With a gun in your head if you had to choose between $bats and $pmi from current levels which one would you pick"  
[X Link](https://x.com/Arkalos77/status/1707478332403552344)  2023-09-28T19:32Z [----] followers, [---] engagements


"Portfolio update including average cost (without which there is little value). My only objective is to take control of my own retirement and enjoy the journey. Will be providing updates for transparency. Position sizing matters hence I swing big on rare opportunities"  
[X Link](https://x.com/Arkalos77/status/1708038107516309765)  2023-09-30T08:36Z [---] followers, [--] engagements


"@European_DGI British American Tobacco"  
[X Link](https://x.com/anyuser/status/1708188009131135176)  2023-09-30T18:32Z [--] followers, [----] engagements


"@European_DGI Yes thanks to the ESG mania that has made it uninvestable and hence cheap. Just pocketed a juicy quarterly dividend that will be deployed elsewhere most likely Diageo"  
[X Link](https://x.com/Arkalos77/status/1708190955667333412)  2023-09-30T18:43Z [---] followers, [---] engagements


"@TihoBrkan Which is exactly why the CEO was let go. The Prosus NAV is over 20% below the market value of Tencent. On top of this you have a publicly listed portfolio worth north of $ 8bn and an unlisted portfolio that has indeed destroyed value but it is worth more than zero (OLX ifood.)"  
[X Link](https://x.com/Arkalos77/status/1708596470138413066)  2023-10-01T21:35Z [---] followers, [---] engagements


"The management team of Prosus $prosus have been money incinerators. Yet they somehow (most likely by accident) managed to liquidate the $jd stake they received from $tcehy Tencent at the right time pocketing nearly $3.67bn from approximately 4% of the business"  
[X Link](https://x.com/Arkalos77/status/1713199453975269714)  2023-10-14T14:25Z [----] followers, [---] engagements


"$jd Imagine you are a newcomer that is given $25bn (their EV) to gain their market share in the china e-commerce market replicate their logistics and fulfilment infrastructure (1600 warehouses) and intangibles (consumer mindshare and reputation for reliability). Good luck"  
[X Link](https://x.com/Arkalos77/status/1713310439508004996)  2023-10-14T21:46Z [---] followers, [----] engagements


"@bjvalueinvestor Ive been to Shenzen.but you are right that Im not their customer. So what do analysts that assign them with a wide moat are missing Genuinely interested to know as I want to add to the position. Hope this does not just stem from your own personal experience (small sample size)"  
[X Link](https://x.com/Arkalos77/status/1713426076179775667)  2023-10-15T05:26Z [---] followers, [---] engagements


"👀 Eurofins Scientific earnings tomorrow with a view to averaging down again. First quarter against comps not boosted by covid"  
[X Link](https://x.com/Arkalos77/status/1713517461536911680)  2023-10-15T11:29Z [---] followers, [---] engagements


"$Prosus trading price is highly correlated with $tcehy. You dont say"  
[X Link](https://x.com/Arkalos77/status/1713893539589865488)  2023-10-16T12:23Z [----] followers, [---] engagements


"A megatrend I want to take advantage of is ESG. Im playing this as follows: -British American Tobacco $bats $bti is uninvestable by many and therefore ridiculously cheap. - $ERF.PA Eurofins Scientific helps clients mitigate their ESG risks - $mytil EPC contactor for solar"  
[X Link](https://x.com/Arkalos77/status/1713930724376510557)  2023-10-16T14:51Z [----] followers, [---] engagements


"@stonkmetal Mid single digit revenue growth high single digit profit fcf eps growth"  
[X Link](https://x.com/Arkalos77/status/1714314191757090840)  2023-10-17T16:15Z [---] followers, [---] engagements


"@stonkmetal My average price on $mtd is usd [----]. Keen average down [---] sounds a bit ambitious. Yet again who knows"  
[X Link](https://x.com/Arkalos77/status/1714320277847285807)  2023-10-17T16:39Z [---] followers, [---] engagements


"@Stock_Opine An imminent bad quarter with Asia issues persisting. Worth revisiting $EL after earnings. [--] % down on this name but will be averaging down as it remains a quality business"  
[X Link](https://x.com/Arkalos77/status/1715114079046509014)  2023-10-19T21:13Z [----] followers, [---] engagements


"@Stock_Opine Bought [--] tranches one in Aug and then averaged down in Sep. A 1.5% position at an average cost of [------] . Will keep monitoring with a view to buying more $EL shares after the quarterly earnings and listening to the call"  
[X Link](https://x.com/Arkalos77/status/1715262722386862558)  2023-10-20T07:04Z [---] followers, [--] engagements


"$bats $bti Management have been getting a lot of stick for their capital allocation decisions. Specifically about not continuing the share buybacks taking advantage of depressed stock price. Yet Tadeu Marocco is not a dummy. Below is an extract explaining his rationale and plans"  
[X Link](https://x.com/Arkalos77/status/1716001689180766539)  2023-10-22T08:00Z [---] followers, [---] engagements


"A welcome move for Vodafone $vod.ln if it materialises. Spain is a hyper competitive and capital destructive market representing 9% of Group Service revenue. The action plan to return to profitable growth is in full swing"  
[X Link](https://x.com/Arkalos77/status/1718578247707791526)  2023-10-29T10:39Z [---] followers, [--] engagements


"@ParmenidesvonE $bats $bti will likely reinstate the buybacks next year. Tadeu Marocco has explained that the pause was down to various uncertainties at the time (Russia DOJ interest rates agency ratings). In my mind this was a prudent and rigth call"  
[X Link](https://x.com/Arkalos77/status/1718703175786451072)  2023-10-29T18:55Z [---] followers, [---] engagements


"@themattharbaugh Had a small starter position in $PAYC Paycom. The investment story is intact and I view th weak guidance as a temporary blip that will allow me to average down at a more attractive price"  
[X Link](https://x.com/Arkalos77/status/1719632591882498380)  2023-11-01T08:28Z [---] followers, [---] engagements


"@Stock_Opine As expected the quarter was bad and the stock was obliterated. Time to average down on $El. This is still a strong franchise and i rather own this at at a $38bn market cap than Loreal at $210bn"  
[X Link](https://x.com/Arkalos77/status/1719728713258987674)  2023-11-01T14:50Z [----] followers, [---] engagements


"@grunerch @EugeneNg_VCap Having employees do their own payroll leads to perfect payrolls which eliminate common after-the-fact payroll corrections that would otherwise be billable. $Payc have a client first strategy and play the long game. Im totally fine with it and ready to average down here"  
[X Link](https://x.com/Arkalos77/status/1719768034263351598)  2023-11-01T17:27Z [---] followers, [--] engagements


"@patrick_oshag China Tech and Tobacco"  
[X Link](https://x.com/Arkalos77/status/1719964306081566922)  2023-11-02T06:27Z [---] followers, [--] engagements


"Raising whatever cash I can to buy $ftnt Fortinet and make it a full position. Intend to hold it for many many years. Liquidated Vodafone and the $bats $bti quarterly dividend that just hit my account"  
[X Link](https://x.com/Arkalos77/status/1720475747700048181)  2023-11-03T16:19Z [----] followers, [----] engagements


"$FTNT Analyst commentary on Q3 results. These downgrades create a buying opportunity for investors playing the long game. While the sector is hyper competitive Fortinet is fast growing platform vendor that benefits from consolidation in a highly fragmented cybersecurity market"  
[X Link](https://x.com/Arkalos77/status/1721110396306624770)  2023-11-05T10:21Z [---] followers, [---] engagements


"@MoleCapital @HiddenValueGems They have a distribution network and cost advantages that cannot be replicated brands that have stood the test of time with billions of marketing $ spent. Good luck coming up with a new tequila or scotch whisky that needs years to age (bringing zero revenues in the meantime)"  
[X Link](https://x.com/Arkalos77/status/1722994935157194916)  2023-11-10T15:09Z [---] followers, [--] engagements


"Fortinet $ftnt holding the fort in a sea of red today"  
[X Link](https://x.com/Arkalos77/status/1722998552400404888)  2023-11-10T15:24Z [---] followers, [---] engagements


"Can it be that the rumours of $jd demise have been greatly exaggerated This weeks earnings call will provide some clues. Inexpensive stock with limited downside and plenty of upside from here"  
[X Link](https://x.com/Arkalos77/status/1723654837777088832)  2023-11-12T10:51Z [---] followers, [---] engagements


"@LeoLilja Me. These two names are 1/3 of my portfolio (own tencent via prosus). Make or break week"  
[X Link](https://x.com/Arkalos77/status/1724324936766873763)  2023-11-14T07:14Z [---] followers, [---] engagements


"@patientinvestt Interesting he doubled down of $ftnt Fortinet"  
[X Link](https://x.com/Arkalos77/status/1724469145406701627)  2023-11-14T16:47Z [----] followers, [---] engagements


"@ftr_investors Jumbo S.A"  
[X Link](https://x.com/Arkalos77/status/1726464960895853000)  2023-11-20T04:58Z [---] followers, [--] engagements


"Averaged down on $payc Paycom. Wonderful company reasonably priced. Plan to add more in the near future making it a full position (only 1.1% of the portfolio as of today). The owner/CEO is playing the long game with Self Service Payroll (BETI) and will ultimately be rewarded"  
[X Link](https://x.com/Arkalos77/status/1726623501589881069)  2023-11-20T15:28Z [----] followers, [---] engagements


"@b_cap21 I own $MTD Mettler Toledo but there there is not much organic growth (mid single digit revenue growth). The first business that springs to mind combining these attributes is $Adyen (that I also own a tiny bit of)"  
[X Link](https://x.com/Arkalos77/status/1727022235276464628)  2023-11-21T17:52Z [---] followers, [---] engagements


"@TheREALMADriD94 Would prefer $evo Evolution AB to stay cheap for a bit longer to make it a full position but Im with you. Every little helps"  
[X Link](https://x.com/Arkalos77/status/1727930377652580766)  2023-11-24T06:01Z [---] followers, [---] engagements


"@StockMKTNewz This is a meaningful strategy for $bidu Baidu whose AI business will eventually surpass the online marketing one but can it really move the needle for $baba Alibaba"  
[X Link](https://x.com/Arkalos77/status/1728075633425539127)  2023-11-24T15:38Z [---] followers, [----] engagements


"@BLyons151 $adyen How times have changed"  
[X Link](https://x.com/Arkalos77/status/1728728599262527947)  2023-11-26T10:53Z [---] followers, [---] engagements


"@ftr_investors Good things come to those who wait. Dead money for the last [--] years but confident that $baba will at least double in the next [--]. Currently trading as if free cash flow (USD 25bn) will decline by double digits with all divisions other than china e commerce valued at zero"  
[X Link](https://x.com/Arkalos77/status/1729053412661383489)  2023-11-27T08:23Z [---] followers, [---] engagements


"Averaged down to USD [------] (5% position now). Stock de-risked with the market now pricing low teen growth as per the preliminary [----] guidance. I beg to differ. $payc adds real value with their Self Service Payroll Offering (BETI) and will be growing faster for many many years"  
[X Link](https://x.com/Arkalos77/status/1729165323012866190)  2023-11-27T15:48Z [---] followers, [---] engagements


"Good H1 results from Prosus $prx Admitted past mistakes and separated the wheat (ifood olx paytm emag) from the chuff (edtech). An investment in Prosus remains a cheap way to buy into $tcehy Tencent with additional optionality (the value of their investments is not 0)"  
[X Link](https://x.com/Arkalos77/status/1730098348680462374)  2023-11-30T05:36Z [----] followers, [---] engagements


"Prosus $prx have turned into a cannibal. In a years time they will have reduced free float by 30% and increased NAV by 13% on the back of this should the discount persists . One of the few capital allocation moves they got right"  
[X Link](https://x.com/Arkalos77/status/1730185846995771862)  2023-11-30T11:23Z [---] followers, [---] engagements


"Granted. Fortinet $ftnt is facing temporary headwinds but this is already baked in the price. A Aaa platform company that will benefit from the consolidation of the cybersecurity market. Shoul grow fcf at 15% for years as opposed to mid single levels. Inexpensive will add"  
[X Link](https://x.com/Arkalos77/status/1730611053573091452)  2023-12-01T15:33Z [---] followers, [---] engagements


"@DividendDynasty $bats $bti British American Tobacco at 18%. Offering me juicy dividends I can reinvest"  
[X Link](https://x.com/Arkalos77/status/1731547412278182381)  2023-12-04T05:34Z [----] followers, [---] engagements


"@Culture_Crit So many to choose from but my personal favourite one is the Fallen Warrior - from the Temple of Aphaia"  
[X Link](https://x.com/Arkalos77/status/1732148323581100490)  2023-12-05T21:21Z [---] followers, [--] engagements


"$bti Why falling The US market that represents nearly half of the revenues and more than half of the profits is under attack. High single volume decline in combustibles persists illicit modern disposables (60% of the vaping market) hurt them and a menthol ban is on the cards"  
[X Link](https://x.com/Arkalos77/status/1732656410847010865)  2023-12-07T07:00Z [---] followers, [---] engagements


"While some upside is likely (delay of menthol ban possible FDA enforcement on illicit modern disposables Vuse Alto and European Velo FDA approvals ) and the bad news are already baked in the price I will not be adding to my already very big position due to the debt they carry"  
[X Link](https://x.com/Arkalos77/status/1732659829645197421)  2023-12-07T07:14Z [---] followers, [---] engagements


"@IchLerne2 So many things outside his control really. While $bats $bti can currently turn 90% of their operating profit into free cash flow more than half of this comes from the US which is struggling badly. And he is now accelerating investments to heated tobacco further depleting fcf"  
[X Link](https://x.com/Arkalos77/status/1732786784289898725)  2023-12-07T15:38Z [----] followers, [---] engagements


"Back of the envelope reverse dcf to understand what the current stock price implies for $bats $bti going forward. Assuming a terminal growth rate of 2% and WACC of 10% a double digit fcf decline is priced in. Interest expense at 1.7bn debt at 43bn ITC stake valued 16bn"  
[X Link](https://x.com/Arkalos77/status/1733024279166406819)  2023-12-08T07:22Z [---] followers, [---] engagements


"@WealthEnrich $baba Alibaba"  
[X Link](https://x.com/Arkalos77/status/1733084426009981200)  2023-12-08T11:21Z [---] followers, [---] engagements


"@long_equity Long $ftnt but no not even palo alto has. Yet the future belongs to these platform companies that gradually consolidate a fragmented market"  
[X Link](https://x.com/anyuser/status/1733585819720384740)  2023-12-09T20:34Z [--] followers, [---] engagements


"@Raphfel Adyen Paypal"  
[X Link](https://x.com/Arkalos77/status/1733636049895665741)  2023-12-09T23:53Z [---] followers, [--] engagements


"@MikeFritzell Fan of your work Michael keep it up. 👀 China Tower on the back of your write up. Looks like a monopoly with impenetrable moat"  
[X Link](https://x.com/Arkalos77/status/1734128217768747088)  2023-12-11T08:29Z [---] followers, [---] engagements


"@Stefan78172733 @tobaccoinsider And then US methol ban and the canada litigation kick in ebit / fcf from the already weakened US operations fall off the cliff (they convert nearly 💯 of ebit to operating cash flow) you stare the gbp 43bn debt pile (over USD 50bn) and immediately stop these buybacks again"  
[X Link](https://x.com/Arkalos77/status/1734267818160394479)  2023-12-11T17:44Z [---] followers, [---] engagements


"@long_equity Back of the envelope reverse dcf to understand what the current stock price implies for $ftnt going forward. Assuming a terminal growth rate of 4.5% and WACC of 8.5% a low teen 11.5% fcf growth is priced in. High returns on capital and operating cash conversion nice FCF yield"  
[X Link](https://x.com/Arkalos77/status/1734642050996240839)  2023-12-12T18:31Z [---] followers, [---] engagements


"@JRambo0810 Ridiculous valuation. Impossible to replicate their logistics infrastructure (1600 warehouses) and market share for $25bn . Swapped my $mtd position with $jd on valuation grounds before market close today. 4.9% position now with my cost basis lowered to $27.23"  
[X Link](https://x.com/Arkalos77/status/1735046607664464371)  2023-12-13T21:18Z [---] followers, [---] engagements


"Paycom Fortinet Chemometec Eurofins Scientific Sartorius Stedim Revenio Evolution AB Pubmatic now in green. China Tech (Alibaba Baidu JD) seem to be the only pockets of value remaining for me to deploy new capital. Any other ideas on beaten up quality names to research"  
[X Link](https://x.com/Arkalos77/status/1735598159441612830)  2023-12-15T09:50Z [---] followers, [---] engagements


"$hsy Starter position at $183.30"  
[X Link](https://x.com/Arkalos77/status/1738232068587352158)  2023-12-22T16:16Z [---] followers, [---] engagements


"Back of the envelope reverse dcf to understand what the current stock price implies for $hsy going forward. Assuming a terminal growth rate of 3% and WACC of 8% a low single digit 4.5% fcf growth is priced in. Fcf for the next years should grow over 8% cagr making it inexpensive"  
[X Link](https://x.com/Arkalos77/status/1738442610719498735)  2023-12-23T06:13Z [---] followers, [---] engagements


"@DividendDynasty Initiated a starter position on $hsy. A reverse dcf using a terminal growth rate of 3% and WACC of 8% implies that the current stock price reflects a low single digit 4.5% fcf growth. Fcf for the next years should grow over 8% although the stock may fall further on [----] guidance"  
[X Link](https://x.com/Arkalos77/status/1739183276290359500)  2023-12-25T07:16Z [---] followers, [---] engagements


"@stonkmetal @DividendDynasty Agree that growth is the magic elixir for beating the index and finding multibaggers but the prefictability and longevity of fcf also matter. Slow and steady high ROCE moaty stocks like $hsy also win the race. Plus a business must beat expectations already priced in the stock"  
[X Link](https://x.com/Arkalos77/status/1739197686140518858)  2023-12-25T08:13Z [---] followers, [---] engagements


"@MikeFritzell Evolution AB is Swedens fintwit darling. High ROCE profit margins cash conversion capital light riding secular tailwinds. Michael Mauboussin who knows a thing or two on sustainable competitive advantages also assigned a wide moat to it. I also own a tiny bit of it"  
[X Link](https://x.com/Arkalos77/status/1739935528407957601)  2023-12-27T09:05Z [---] followers, [---] engagements


"@JerryCap Another way to read into this is that China will become a battleground for these western manufacturers of biotech equipment (in their calls they admit they already face stiff local competition) . Had a small $DIM position that I liquidated earier today. Not a cheap stock"  
[X Link](https://x.com/Arkalos77/status/1740013648838619393)  2023-12-27T14:15Z [---] followers, [---] engagements


"@European_DGI Underperforming for [--] years sunbathing somewhere in Mauritius . Would not surprise me me if the Fundsmith underperformance continues given that most of the quality businesses he owns are fully priced"  
[X Link](https://x.com/Arkalos77/status/1740099670465200279)  2023-12-27T19:57Z [---] followers, [---] engagements


"@LogicalThesis Theres levels when it comes to luxury and selling posh raincoats is a tough business. Are you betting on a turnaround or a buyout"  
[X Link](https://x.com/Arkalos77/status/1740459175774429401)  2023-12-28T19:46Z [---] followers, [--] engagements


"@StockSavvyShay @Chi_Kulkarni Agree on $PAYC. BETI is of great value to clients (ROI) and a differentiator that will ultimately help Paycom gain share in a fragmented HCM market. Market Expectations have now been reset to low double digit growth with geographical expansion providing additional optionality"  
[X Link](https://x.com/Arkalos77/status/1740465648386330963)  2023-12-28T20:12Z [---] followers, [---] engagements


"@cyberprince_rwo Small position. There is a good chance that $hsy will guide down for [----]. I will then add more"  
[X Link](https://x.com/Arkalos77/status/1740632735755194456)  2023-12-29T07:15Z [---] followers, [--] engagements


"@DimitryNakhla @manu_holland Agree that $hsy is a quality business that is fairly valued but management will likely cut its optimistic EPS guidance for [----] when they next report. I have initiated a small starter position at $183.3 but wont be adding to this until then when market expectations are reset"  
[X Link](https://x.com/Arkalos77/status/1740827681489375732)  2023-12-29T20:10Z [---] followers, [--] engagements


"@hourglassnetwrk With the benefit of hindsight my biggest mistake in [----] was selling (at a small profit) a sizable $sofi position gradually built at a cost basis of $4.5 during the Silicon Valley Bank crisis. It has more than doubled since then and I may have missed a potential multibagger"  
[X Link](https://x.com/anyuser/status/1741009461316047313)  2023-12-30T08:12Z [--] followers, [--] engagements


"End of year portfolio snapshot. May [----] bring you health hapiness and great investment returns"  
[X Link](https://x.com/Arkalos77/status/1741063284097220750)  2023-12-30T11:46Z [---] followers, [---] engagements


"Best Trade: Swinging big on $Adyen when the market left them for dead. Worst Trade: Selling $Sofi (doubled since) Best Performers: Adyen Mytilineos Civitas Social Housing (taken private replaced with $bats) Detractors: Tech . Will double down on $bidu $tcehy $baba"  
[X Link](https://x.com/Arkalos77/status/1741104534582141267)  2023-12-30T14:30Z [---] followers, [---] engagements


"@DakotasTwits @MoS_Investing @stonkmetal Im European and old enough to remember the ambassadors party 😆. While I agree that $hsy is not as good as the swiss and italian chocolates 🍫 they still have a 40% market share in the US and a great brand giving them pricing power and room for price / mix optimisation"  
[X Link](https://x.com/anyuser/status/1741197847217762695)  2023-12-30T20:41Z [--] followers, [---] engagements


"Franois Rochons Rule of [--] [--] year out of [--] the market will go down by 10% or more 1/3 of your stocks will be a disappointment [--] year out of [--] you will underperform the market Humility is the catalyst for being a good investor"  
[X Link](https://x.com/Arkalos77/status/1741403190526927312)  2023-12-31T10:17Z [---] followers, [---] engagements


"@QCompounding $ADP are a share donator in the HCM market. Better options out there with modern technology stacks"  
[X Link](https://x.com/Arkalos77/status/1741451303295848629)  2023-12-31T13:28Z [---] followers, [---] engagements


"Have a fair amount of new capital to deploy but everything other than and tobacco looks frothy here. Will be holding 🔥 till after the q1 results ready to buy quality businesses or add to existing positions that will pull back. No idea whether the market goes up or down"  
[X Link](https://x.com/anyuser/status/1741739389489717748)  2024-01-01T08:33Z [--] followers, [---] engagements


"@JustinvestToday Own both but $tcehy is a far superior business"  
[X Link](https://x.com/Arkalos77/status/1741893838103351557)  2024-01-01T18:47Z [---] followers, [---] engagements


"Jiyue [--] looks good. $bidu Baidu offers so much optionality over and above the core search business (autonomous driving robotaxis ai ernie bot cloud computing ) and the valuation is silly"  
[X Link](https://x.com/Arkalos77/status/1741916001069879570)  2024-01-01T20:15Z [---] followers, [---] engagements


"@Alex__Pitti Very welcome news for $bidu Baidu if you ask me. The last thing they need right now is to get deeply involved in the ultra competitive china e-commerce market. Their future beyond the core advertising business lies in ai cloud and autonomous driving"  
[X Link](https://x.com/anyuser/status/1741918252920402128)  2024-01-01T20:24Z [--] followers, [---] engagements


"@returnoncap Tencent $tcehy"  
[X Link](https://x.com/Arkalos77/status/1741960149772759421)  2024-01-01T23:10Z [---] followers, [----] engagements


"@FrisoAlenus They should have bought much more agressively at these levels. The $baba stock is significantly undervalued"  
[X Link](https://x.com/anyuser/status/1742158867666989235)  2024-01-02T12:20Z [--] followers, [---] engagements


"@stonkmetal Given their Cost of Equity Cost of Debt and Tax Rate that would be on the ultra conservative side. Gurufocus curently has this at 5.33%"  
[X Link](https://x.com/Arkalos77/status/1742295049143046148)  2024-01-02T21:21Z [---] followers, [---] engagements


"@LogicalThesis $hsy Very likely to cut their rosy [----] EPS guidance when they report for Q4. Will likely add to the position then when market expectations are reset"  
[X Link](https://x.com/Arkalos77/status/1742629537668583625)  2024-01-03T19:30Z [---] followers, [---] engagements


"@Stock_Opine Own a tiny bit of Paycom $PAYC that I consider the best risk reward in the HCM market. BETI is temporarily canibalising their business but will ultimately help them gain market share as it offers true ROI benefits. Expanding internationally and owner operator plays the long game"  
[X Link](https://x.com/Arkalos77/status/1747885724563562719)  2024-01-18T07:36Z [---] followers, [---] engagements


"@Stock_Opine BETI is about having employees do their own payroll leading to perfect payrolls which eliminate common after-the-fact payroll corrections that would otherwise be billable. Temporarily this hurts but this is a paradigm shift in the industry that helps clients save money"  
[X Link](https://x.com/Arkalos77/status/1747944688005304786)  2024-01-18T11:31Z [---] followers, [--] engagements


"Added to $bidu position. Keep buying these silly price dislocations in tech . Over 40% of the portfolio is now in China. $baba $tcehy $jd $bidu HK Exchanges and Clearing"  
[X Link](https://x.com/Arkalos77/status/1748230257851719738)  2024-01-19T06:25Z [----] followers, [----] engagements


"@ftr_investors 3) Buying a great company at a fair price"  
[X Link](https://x.com/Arkalos77/status/1748279809086476595)  2024-01-19T09:42Z [---] followers, [--] engagements


"@ftr_investors If you put a gun on my head it would be 2"  
[X Link](https://x.com/Arkalos77/status/1748281382470627801)  2024-01-19T09:48Z [---] followers, [--] engagements


"@LongTermIn1025 I was not referring to specifically. My investment sucess will be defined not on whether I have beaten the market but whether I have compounded adequately over time to achieve my financial plans when I retire. My only edge is patience and 🕰"  
[X Link](https://x.com/anyuser/status/1748325297135440066)  2024-01-19T12:43Z [--] followers, [---] engagements


""My confidence as a trader is lost." A $330 million Singapore fund shuts down after getting burned by Chinas stock market rout and Japans rally. Seeing a professional money manager capitulating on is sad yet a clear sign that the bottom is near $baba $tcehy $bidu $jd"  
[X Link](https://x.com/Arkalos77/status/1749703471236800538)  2024-01-23T07:59Z [---] followers, [---] engagements


"$bidu Baidu a very cheap way to get exposure to a real AI company (ai cloud the best LLM in autonomous driving)"  
[X Link](https://x.com/Arkalos77/status/1750837834938826776)  2024-01-26T11:07Z [---] followers, [---] engagements


"@J_C_L_808 @value_invest12 $prosy Prosus immediately sold the $jd shares they received as special dividend from $tcehy . There was an announcement and $jd are not in the list of publicly listed investments they disclose daily as part of the NAV calculation. One of their few good investment decisions "  
[X Link](https://x.com/Arkalos77/status/1751131189841125709)  2024-01-27T06:33Z [----] followers, [---] engagements


"@abrowninvesting Giverny Capital have exited $MKL. Below is their rationale in case it helps. No position"  
[X Link](https://x.com/Arkalos77/status/1751652746762109320)  2024-01-28T17:05Z [---] followers, [----] engagements


"Evolution AB $EVO.ST has a higher market cap than Tesco Publicis Carlsberg Heineken Vodafone Telefonica Natwest Standard Chartered Mitsubishi PanasonicWho would have thought Yet it is still undervalued and growing fast. Will soon leave more high profile names behind"  
[X Link](https://x.com/Arkalos77/status/1753891069287100699)  2024-02-03T21:19Z [---] followers, [---] engagements


"Forgot Paycom"  
[X Link](https://x.com/Arkalos77/status/1754038619386310803)  2024-02-04T07:06Z [---] followers, [---] engagements


"Few people comprehend that with few exceptions the best long term investments are high ROCE businesses with mid single digit annual revenue growth high single digit EPS growth and low to mid teen annual total shareholder return"  
[X Link](https://x.com/Arkalos77/status/1754141420959551979)  2024-02-04T13:54Z [---] followers, [---] engagements


"@cyberprince_rwo Spirits (Diageo Pernod Ricard) pick and shovels medical equipment companies (Waters Mettler Toledo) Rating Agencies and Credit Bureaus Elevator Companies (Kone Ottis) testing services (SGS Intertek) Cosmetics. Nothing beats our $baba at current levels though 😉"  
[X Link](https://x.com/Arkalos77/status/1754180056212033748)  2024-02-04T16:28Z [----] followers, [---] engagements


"@returnoncap @W98AB Growth is part of the valuation equation. Would happily pay a 30x FCF (3.3% fcf yield) for a high ROCE business growing fast . A free cash flow of 3.3% plus mid teen growth should yield a fantastic result over time - a double in [--] to [--] years)"  
[X Link](https://x.com/Arkalos77/status/1754192182200750310)  2024-02-04T17:16Z [---] followers, [---] engagements


"@Tintincapital What is your cost basis Why didnt you average down after the last earning release $Payc at $155 was a gift"  
[X Link](https://x.com/Arkalos77/status/1754973170929488175)  2024-02-06T20:59Z [---] followers, [---] engagements


"@investwithwes1 High ROCE/ROIC quality businesses do deserve such multiples and will quickly grow into their valuations Wesley. They do not even need hyper growth. Mid single revenue growth and high single EPS growth would suffice. By focusing on low P/Es you will miss out on great compounders"  
[X Link](https://x.com/Arkalos77/status/1755005152052834680)  2024-02-06T23:06Z [---] followers, [---] engagements


"@retireearlyguy @tobaccoinsider ITC is more of an FMCG company than a tobacco company. It operates in a fast growing economy with over [---] bn people whose living standards rapidly improve. It will likely compound in teens for many many years with the stake being worth 30bn in [--] years. Dont fancy this disposal"  
[X Link](https://x.com/Arkalos77/status/1755659858584473800)  2024-02-08T18:28Z [---] followers, [--] engagements


"@Quartr_App @RampCapitalLLC @TaylorLewan77 @zyn_addict @junkbondanalyst @CCM_Ryan @carlquintanilla @GuyAdami @stckpkr @AlexThomp @DevinLaSarre $PMI can enjoy this while it lasts. European Velo is coming $bats $bti"  
[X Link](https://x.com/Arkalos77/status/1755826635406799139)  2024-02-09T05:31Z [----] followers, [---] engagements


"@returnoncap Just earnings growth or earnings growth + shareholder yield (dividend + buyback yield) + multiple expansion / contraction My point is that even high single digit EPS growth may suffice to quadruple your money in [--] years"  
[X Link](https://x.com/Arkalos77/status/1756372635938648171)  2024-02-10T17:40Z [---] followers, [---] engagements


"@At50w50882 @returnoncap What you write ignores dividends. Owner Earnings (EPS growth plus dividend yield=15%) would be a better proxy. The author wrote earnings growth hence my comment on the impact of the additional factors that play into this (dividends buybacks change in multiples)"  
[X Link](https://x.com/Arkalos77/status/1756565344330670399)  2024-02-11T06:26Z [---] followers, [--] engagements


"👀 to buy some serial acquirers with multibagger potential (like their reinvestment dynamics). Any recommendations on reasonably priced quality names that I should study in priorityAnd please do not recommend Constellation Software. This 🚢 has now sailed"  
[X Link](https://x.com/Arkalos77/status/1756757312339911054)  2024-02-11T19:09Z [---] followers, [----] engagements


"$baba have commited to retire 3% of the shares annually for the next [--] years . With 1.5% dividend yield and a 3% buyback yield the total shareholder yield is 4.5% close to the [--] year treasury yield. With the upside of earnings growth and multiple expansion from a P/E of 8x"  
[X Link](https://x.com/Arkalos77/status/1757656600016249244)  2024-02-14T06:42Z [----] followers, 41K engagements


"@daya_tweet A good proxy for the expected return of a stock is earnings growth + shareholder yield + change in P/E multiples. The 4.5% refers to the annual shareholder yield which is defined as dividend yield (1.5%) plus buyback yield (3%). Hope this helps and clarifies"  
[X Link](https://x.com/Arkalos77/status/1757989804560568751)  2024-02-15T04:46Z [---] followers, [---] engagements


"@BLyons151 @chitchatstocks $ttd The Tradedesk is undoubtedly the winner takes most in the DSP market. Valuation kept me out of this name and opted for $pubm Pubmatic instead. Would love to hear your thoughts on the SSP space and Pubmatic in particular. It seems to me that only the few big names will remain"  
[X Link](https://x.com/Arkalos77/status/1758736347802591425)  2024-02-17T06:13Z [---] followers, [---] engagements


"While interesting I find this $baba FT article backward looking. The regime change at senior management is underappeciated and the comeback is underway. e-commerce is not a winnner takes all market and while Alibaba is no longer the only game in town it will remain vital"  
[X Link](https://x.com/Arkalos77/status/1759103821333123451)  2024-02-18T06:33Z [---] followers, [---] engagements


"@HyperParameters The bullish signal is that unlike Jeff Bezzos who currently sells shares of Amazon Jack Ma and Joe Tsai are buying heavily in the open market (the latter through the American ADRs). Softbank are also done with their sales. The $baba risk return profile 👀 very assymetric here"  
[X Link](https://x.com/Arkalos77/status/1759130176711971236)  2024-02-18T08:18Z [---] followers, [--] engagements


"How much and for how long a stock must compound its value to multiply a hundredfold (a simple math problem): These are very long holding periods but the greatest fortunes will come to those that buy right grit their teeth during drawdowns / market corrections and hold on"  
[X Link](https://x.com/Arkalos77/status/1759172188643397727)  2024-02-18T11:05Z [---] followers, [---] engagements


"$Mele Melexis Small Starter position at Eur 79.56"  
[X Link](https://x.com/Arkalos77/status/1759899655045775571)  2024-02-20T11:15Z [----] followers, [---] engagements


"$PANW The trade action in Palo Alto Networks is a reminder that the the level of expected performance embedded in the current stock price does matter a lot in the investment game. A downward revision of market expectations erased the YTD gains. Own $ftnt that was already derisked"  
[X Link](https://x.com/Arkalos77/status/1760165132410171498)  2024-02-21T04:50Z [---] followers, [---] engagements


"Nice set of results and outlook from Bausch + Lomb $blco Revenue growth in [----] exceeded our expectations. Double-digit growth is always impressive but even more so when you consider how we got there. Our quality of growth is what helps set us apart from others"  
[X Link](https://x.com/Arkalos77/status/1760339011019620415)  2024-02-21T16:21Z [---] followers, [---] engagements


"@Inves2grow Own $El Estee Lauder losing some 💰 for the time being . No sweat. Longer term this is a strong franchise benefiting from a number of mega trends including the consumerisation of the developing world and premiumisation of the developed world. Lots of unclaimed land to grab"  
[X Link](https://x.com/Arkalos77/status/1760891410436313574)  2024-02-23T04:56Z [---] followers, [---] engagements


"Polen Capital on the rationale behind exiting Estee Lauder $EL"  
[X Link](https://x.com/Arkalos77/status/1761275607550161073)  2024-02-24T06:23Z [---] followers, [---] engagements


"@ReneSellmann Danone SA"  
[X Link](https://x.com/Arkalos77/status/1761455519808495924)  2024-02-24T18:18Z [----] followers, [---] engagements


"@Quality_stocksA Which of these names can reinvest their excess free cash flow back in the business earning such high incremental returns for each $ invested for many years ahead"  
[X Link](https://x.com/Arkalos77/status/1761676469183341022)  2024-02-25T08:56Z [---] followers, [---] engagements


"@Quality_stocksA $ADP are a share donator in the HCM market. Better options out there with modern technology stacks. $WDAY also targets large businesses growing at high teens"  
[X Link](https://x.com/Arkalos77/status/1761681302644838841)  2024-02-25T09:15Z [---] followers, [---] engagements


"$baba to maintain our competitive edge we will increase our investment in core capabilities and adopt a more aggressive approach towards competition in order to win growth. Our top priority is to reignite the growth of our two core businesses e-commerce and cloud computing"  
[X Link](https://x.com/Arkalos77/status/1761991905338904798)  2024-02-26T05:49Z [---] followers, [---] engagements


"@spybear180 The market extrapolates that $baba will keep losing market share to $pdd and douyin as far as the eye can see. Alibaba is not Sears and the new senior management are locked on turning things around. Whoever pays attention will benefit"  
[X Link](https://x.com/Arkalos77/status/1761998564794757435)  2024-02-26T06:16Z [---] followers, [---] engagements


"@ReneSellmann 15% Alibaba $baba"  
[X Link](https://x.com/Arkalos77/status/1762188607362572729)  2024-02-26T18:51Z [---] followers, [---] engagements


"$pubm Pubmatic We believe we are at the early stages of a period of significant multi-year revenue growth and market share expansion and we will continue to invest in key areas of the business where we see demonstrated success while also expanding our share repurchase program"  
[X Link](https://x.com/Arkalos77/status/1762226948560818333)  2024-02-26T21:23Z [---] followers, [---] engagements


"The prevailing market sentiment is a useful indicator to gauge. I cant fail to notice that i) fintwit is bragging about their YTD returns ii) shitcos outperform iii) businesses of dubious quality enter the market upsizing their IPOs. Im starting to get a bit cautious here"  
[X Link](https://x.com/Arkalos77/status/1763956447770013773)  2024-03-02T15:56Z [----] followers, [----] engagements


"@InvestInAssets I own Paycom $Payc and follow it closely. The Capex Ratio is consistenty hoverlng around 10% and Operating Cash Flow is consistently around 40%. Why should reinvesting back in the business at a high ROCE an issue though On the contrary"  
[X Link](https://x.com/Arkalos77/status/1764252864145162459)  2024-03-03T11:33Z [---] followers, [---] engagements


"@tryingtoinvestt Had posted a more recent update on 30/12 . I have added more to $baba $jd and $bidu since taking advantage of the correction in tech. Have also opened a number of new positions (Pernod Ricard Edenred Kainos Melexis Hong Kong Exhange). Will probably post a Q1 update"  
[X Link](https://x.com/Arkalos77/status/1764672496140222841)  2024-03-04T15:21Z [---] followers, [---] engagements


"@7LukeHallard Not sure about the size of your $jd position but I have averaged down and I think so should you Luke. Their valuation is ridiculous and they are still expected to grow at above gdp growth rates. Particularly strong on the home appliance and supermarket categories. ER tomorrow"  
[X Link](https://x.com/Arkalos77/status/1765089441335443839)  2024-03-05T18:58Z [---] followers, [---] engagements


"$baba & $bti today"  
[X Link](https://x.com/Arkalos77/status/1765091577179877610)  2024-03-05T19:06Z [---] followers, [----] engagements


"@CCM_Ryan Baidu $bidu Dirt cheap AI play "  
[X Link](https://x.com/Arkalos77/status/1765440652228063275)  2024-03-06T18:13Z [---] followers, [---] engagements


"@oscar100_x @Uzo_Investor The US division represents nearly half of revenues and more than half of profits. Menthol volumes represent 50% of US volumes (less on revenues and profits). Based on learnings / findings from the California ban they may lose anything up to 50% of the US menthol volumes"  
[X Link](https://x.com/Arkalos77/status/1765465061496111223)  2024-03-06T19:50Z [---] followers, [----] engagements


"@ReneSellmann Mytilineos SA [--] years. Havent sold a single share"  
[X Link](https://x.com/Arkalos77/status/1765833711310819355)  2024-03-07T20:15Z [----] followers, [---] engagements


"@7LukeHallard Also own $bidu Baidu . [--] % down on this name yet a big believer on their AI capabilities. Just their robotaxi business would be worth their current market cap if they were a US business . The valuation is nuts plan to average down despite this being a large position already"  
[X Link](https://x.com/Arkalos77/status/1765847896216244557)  2024-03-07T21:12Z [---] followers, [--] engagements


"@ajinkya352 Because the market cap (headroom to grow) and valuation also matter a lot to me. Plus past winners are not guaranteed to also win in the future. I know that the magnificent [--] (ex tesla) are top businesses but Im not willing to start buying them here"  
[X Link](https://x.com/Arkalos77/status/1766329895943045234)  2024-03-09T05:07Z [---] followers, [---] engagements


"@investwithwes1 $bidu baidu"  
[X Link](https://x.com/Arkalos77/status/1766362801197433340)  2024-03-09T07:18Z [---] followers, [---] engagements


"@orrdavid $Payc Paycom has been derisked with the current stock price implying low double digit digit fcf growth (in line with current consensus) as opposed to high teens and low twentys that was the case before. Growth will re-accelerate with international expansion offering upside"  
[X Link](https://x.com/Arkalos77/status/1766508808967217430)  2024-03-09T16:58Z [----] followers, [---] engagements

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