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

Yannis Stamatopoulos posts on X about $edenpa, $evost, $prxas, $mytilat 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**
[finance](/list/finance)  35.29% [stocks](/list/stocks)  32.35% [technology brands](/list/technology-brands)  17.65% [cryptocurrencies](/list/cryptocurrencies)  7.84% [currencies](/list/currencies)  5.88% [travel destinations](/list/travel-destinations)  0.98% [countries](/list/countries)  0.98%

**Social topic influence**
[$edenpa](/topic/$edenpa) #22, [$evost](/topic/$evost) 20.59%, [$prxas](/topic/$prxas) #14, [$mytilat](/topic/$mytilat) 14.71%, [$bats](/topic/$bats) #11, [$evo](/topic/$evo) 14.71%, [business](/topic/business) #2030, [investment](/topic/investment) 12.75%, [ab](/topic/ab) 11.76%, [$tcehy](/topic/$tcehy) 10.78%

**Top accounts mentioned or mentioned by**
[@renesellmann](/creator/undefined) [@valeeewinvestor](/creator/undefined) [@max76484497](/creator/undefined) [@glaikitinvestor](/creator/undefined) [@returnsjourney](/creator/undefined) [@speedwellllc](/creator/undefined) [@dedeeyesan](/creator/undefined) [@gnufs](/creator/undefined) [@lsegplc](/creator/undefined) [@julian787502n](/creator/undefined) [@marcajs](/creator/undefined) [@edenred](/creator/undefined) [@marcslans](/creator/undefined) [@poezhao0605](/creator/undefined) [@chitchatstocks](/creator/undefined) [@nba](/creator/undefined) [@brownmarubozu](/creator/undefined) [@mananainvesting](/creator/undefined) [@quantstrategist](/creator/undefined) [@riccibuff95](/creator/undefined)

**Top assets mentioned**
[Evotec SE (EVO)](/topic/$evo) [Alibaba Group (BABA)](/topic/$baba) [Paycom Software Inc (PAYC)](/topic/$payc) [Eden (EDEN)](/topic/$eden) [Fortinet Inc (FTNT)](/topic/$ftnt) [4 (FOUR)](/topic/$four) [British American Tobacco (BTI)](/topic/$bti) [SAP SE (SAP)](/topic/sap-se) [Icon Plc (ICLR)](/topic/$iclr) [RELX PLC (RELX)](/topic/$relx) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Fair Isaac, Corp. (FICO)](/topic/$fico)
### Top Social Posts
Top posts by engagements in the last [--] hours

"👀 SAP SE $sap"  
[X Link](https://x.com/Arkalos77/status/2016840305304056256)  2026-01-29T11:46Z [----] followers, [---] engagements


"👀 ICON $iclr Holy moly"  
[X Link](https://x.com/Arkalos77/status/2022014903541019042)  2026-02-12T18:28Z [----] followers, [----] engagements


"Have the $chemm chemometec results been leaked"  
[X Link](https://x.com/Arkalos77/status/1701266381440733457)  2023-09-11T16:08Z [----] followers, [----] engagements


"Nick Train sold all his international holdings to buy the most expensive quality businesses $expn.l Experian $Relx $sgpyy Sage $lseg.l London Stock Exhange. 🤔 https://youtu.be/7iOEWJz8HIgsi=ADwcI-zXR0RZbK9w https://youtu.be/7iOEWJz8HIgsi=ADwcI-zXR0RZbK9w"  
[X Link](https://x.com/Arkalos77/status/1895551333106958672)  2025-02-28T19:07Z [----] followers, [----] engagements


"$mytil.at Metlen Aims to Double EBITDA by [----] driven by strong growth and strategic projects (including galium production). A 💎 flying under the fintwit radar. Criminally underfollowed. The doors of the @LSEGplc open for Capital Markets Day marking the start of a new chapter in communication strategy and innovation. We look forward to welcoming our guests and sharing our vision for the future 🔗 Live streaming: https://t.co/8j2ZFy6HQI https://t.co/ha8ChmqMr1 The doors of the @LSEGplc open for Capital Markets Day marking the start of a new chapter in communication strategy and innovation. We"  
[X Link](https://x.com/Arkalos77/status/1916910280740594029)  2025-04-28T17:40Z [----] followers, [----] engagements


"Prosus $prx.as CEO Fabricio Bloisi hard at work for his 100mn moonshot award 🥇"  
[X Link](https://x.com/Arkalos77/status/1937963247266652460)  2025-06-25T19:56Z [----] followers, [---] engagements


"Me contemplating my Edenred $eden.pa cost basis of [--] and whether I should continue averaging down"  
[X Link](https://x.com/Arkalos77/status/1968033462788743348)  2025-09-16T19:25Z [----] followers, [----] engagements


"My uninvestable positions $bats $bti ✅ + 55% and 10% div yield $prx.as $tcehy ✅ + 180% $baba ✅ 💯 % $pdd ✅ +40% $eden.pa Edenred $evo.st Evolution AB 👇"  
[X Link](https://x.com/Arkalos77/status/1968383795666747499)  2025-09-17T18:37Z [----] followers, [----] 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. https://twitter.com/i/web/status/1969465360735682903 https://twitter.com/i/web/status/1969465360735682903"  
[X Link](https://x.com/Arkalos77/status/1969465360735682903)  2025-09-20T18:15Z [----] followers, [----] engagements


"☕can Portfolio Update - Sep [----] [--] bagger 🏆: Metlen $mytil.at [--] 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](https://x.com/Arkalos77/status/1973128361623867740)  2025-09-30T20:50Z [----] followers, [----] engagements


"$prx.as Prosus a [--] bagger now. The easiest 💰 I have ever made in the stockmarket"  
[X Link](https://x.com/Arkalos77/status/1973682185745133957)  2025-10-02T09:31Z [----] followers, [----] 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 15% in an armageddon scenario. https://twitter.com/i/web/status/1974833312515432767 https://twitter.com/i/web/status/1974833312515432767"  
[X Link](https://x.com/Arkalos77/status/1974833312515432767)  2025-10-05T13:45Z [----] followers, [----] 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](https://x.com/Arkalos77/status/1975885779307208844)  2025-10-08T11:27Z [----] followers, [----] 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](https://x.com/Arkalos77/status/1976710543676432494)  2025-10-10T18:04Z [----] followers, [----] engagements


"The Oakmark International Fund initiated positions in Siemens Healthineers $shl.de and Dassault Systemes $dsy in Q3 [--] Investment Rationale👇"  
[X Link](https://x.com/Arkalos77/status/1980341954820084195)  2025-10-20T18:34Z [----] followers, [----] engagements


"No politician wants to mess around with Ticket Restaurant and the yellow vests. Allez ✌ $eden.pa Edenred"  
[X Link](https://x.com/Arkalos77/status/1980708946257072463)  2025-10-21T18:53Z [----] followers, [----] engagements


"$bats $bti dividend just in . Reinvested in Edenred $eden.pa Ultimately investing is about getting access to cash flows New average cost basis is 29.29"  
[X Link](https://x.com/Arkalos77/status/1987833937524359484)  2025-11-10T10:45Z [----] followers, [----] engagements


"While Metlen $MTLN $MYTIL.AT has taken a tumble recently nothing has changed in the fundamentals of the business and the medium term plan to double profitability remains intact. The key reason for the stocks weakness is Metlen's removal from MSCI Emerging Markets-related indices that was formally announced this month. Speculative funds including Marshall Wace LLP and Millennium Capital (DIFC) Limited had opened short positions in advance to capitalize on downward pressure from forced selling by passive funds tracking MSCI Emerging Markets indices. Our Chairman is arguably pissed but will have"  
[X Link](https://x.com/Arkalos77/status/1988167307047174462)  2025-11-11T08:49Z [----] followers, [----] engagements


"The $adyen $adyey Adyen investment thesis in a nutshell courtesy of their CFO. Low total addressable market penetration (currently 5%) and market share gainer in a very large Total Addressable Market that is also growing very fast. The ideal recipe of a compounding machine"  
[X Link](https://x.com/Arkalos77/status/1989650954023764016)  2025-11-15T11:05Z [----] followers, [----] engagements


"Ready 💰 to double down on $eden.pa Edenred over the next few days taking advantage of their removal from the CAC [--] Index . While [----] will be a rebasing year due to and  Im willing to size the position aggresively and let it run forever ♾"  
[X Link](https://x.com/Arkalos77/status/2004611747379118332)  2025-12-26T17:54Z [----] followers, [----] engagements


"Added to Pubmatic $Pubm . 2.3% position with my average cost basis dropping to $12. Investment Thesis 👇 👉 The market is pricing it like a structurally declining and commoditized SSP while CTV and SPO-led demand will reaccelerate revenue growth to 15%+ CAGR and expand EBITDA margins driving a durable re-rating. An asymmetric bet on the plumbing of the open internet. The downside is protected by a $150M net cash balance sheet (25% of market cap) with zero debt and a profitable core business with a structural cost advantage from owned infrastructure. The upside is a rerating from accelerating"  
[X Link](https://x.com/Arkalos77/status/2006094818905100484)  2025-12-30T20:07Z [----] followers, [----] engagements


"☕can Portfolio Update - Dec [----] [--] bagger 🏆: Metlen [--] baggers 🥇: Prosus & Adyen Happy New Year. May [----] bring you health happiness and great investment returns. $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"  
[X Link](https://x.com/Arkalos77/status/2006690147862196292)  2026-01-01T11:33Z [----] followers, [----] engagements


"$erf.pa Eurofins Scientific Price Target upgrade to [--] by Exane BNP"  
[X Link](https://x.com/Arkalos77/status/2008194744552497541)  2026-01-05T15:11Z [----] followers, [----] engagements


"Added a bit more Edenred $eden.pa today. Their removal from the CAC [--] index and passive outflows creates a wonderful opportunity to buy on the cheap. Expect them to generate 1.4bn of free cash flow by2030 (40% + ebitda margin on 5bn revenue with a 65% fcf / ebitda conversion. Have now doubled down on Edenred $eden.pa . A 8.5% position with the average cost basis down to EUR [-----]. Investment Thesis 👇 👉 Edenreds diversification into less-regulated "Beyond" offerings (40% of revenue) and sustained digital penetration will drive double digit https://t.co/KH0Apuemcq Have now doubled down on"  
[X Link](https://x.com/Arkalos77/status/2008204456349905324)  2026-01-05T15:50Z [----] followers, [----] engagements


"@Julian787502n Edenred was just supersized you can mock me for this purchase next year if it continues underperforming. My [--] biggest positions representing over 40% of my stock portfolio in [----] were $baba $bats and that did well. http://prx.as http://prx.as"  
[X Link](https://x.com/Arkalos77/status/2008574020862832924)  2026-01-06T16:18Z [----] followers, [---] engagements


"Rob Vinall throwing Fabricio Bloisi under the bus $Prx.as $prosy Prosus 👇 We're huge fans of Tencent $tcehy in terms of the business the people running it. Historically we've owned it via Prosus. We're not to be honest big fans of Prosus Management. The rationale to own it through Prosus is that Prosus trades at a very large discount to the value of its assets and back its own stock very very aggressively. So on our sort of back of the envelope math they buy roughly 10% of their stock back at a a 40% discount every year and you're getting a sort of a 4% uplift versus whatever Tencent is"  
[X Link](https://x.com/Arkalos77/status/2011373411491000754)  2026-01-14T09:42Z [----] followers, 11K engagements


"The Polen Focus Growth fund initiated a 2.25% Intuitive Surgical $ISRG position in Q4 [----]. Rationale 👇"  
[X Link](https://x.com/Arkalos77/status/2013325601847861726)  2026-01-19T19:00Z [----] followers, [----] engagements


"@marcajs @Edenred Stopped reading from the first line we do not believe the cap on the rate caps structurally impairing the meal voucher model but lets assign a price target reflecting that the regulated part of the business disappears overnight "  
[X Link](https://x.com/Arkalos77/status/2014679884501512334)  2026-01-23T12:41Z [----] followers, [---] engagements


"@marc_slans Add $fico"  
[X Link](https://x.com/Arkalos77/status/2018971335230423363)  2026-02-04T08:54Z [----] followers, [---] engagements


"@valeeewinvestor Taking the L and will listen to the call. Not adding more here"  
[X Link](https://x.com/Arkalos77/status/2018984416140521794)  2026-02-04T09:46Z [----] followers, [--] engagements


"You wrote about bond issuance that is the credit ratings a stellar business model from which they are diversifying/ diworsifying on their way to becoming data selling and analytics businesses (moodys analytics bvd ihs markit capital iq etc). I can see why this part of the business can be at risk and not all data is proprietary. They are also data aggregators. https://twitter.com/i/web/status/2019011553668792781 https://twitter.com/i/web/status/2019011553668792781"  
[X Link](https://x.com/Arkalos77/status/2019011553668792781)  2026-02-04T11:34Z [----] followers, [---] engagements


"@poezhao0605 I had given up my hopes of making any money from my $bidu baidu investment. They somehow managed to fail at every initiative including AI despite being early. Their cloud AI business and robotaxi progress is making me believe again"  
[X Link](https://x.com/Arkalos77/status/2021548600422179041)  2026-02-11T11:35Z [----] followers, [---] engagements


"Thanks for the write up enjoyed reading it. The current stock price implies permanent structural decline for Europe and Asia. Do you see these two markets pivoting back to growth in the future once we start lapping ringfenfing in europe and the steep drop from the asia cyberattacks"  
[X Link](https://x.com/Arkalos77/status/2021557807816806421)  2026-02-11T12:11Z [----] followers, [---] engagements


"@Max76484497 Different to Dassault Aviation SA"  
[X Link](https://x.com/Arkalos77/status/2021678264616726823)  2026-02-11T20:10Z [----] followers, [---] engagements


"@GlaikitInvestor I do not own those. Prosus Paycom and Adyen are the key detractors"  
[X Link](https://x.com/Arkalos77/status/2021907009793404945)  2026-02-12T11:19Z [----] followers, [---] engagements


"Have now doubled down on Edenred $eden.pa . A 8.5% position with the average cost basis down to EUR [-----]. Investment Thesis 👇 👉 Edenreds diversification into less-regulated "Beyond" offerings (40% of revenue) and sustained digital penetration will drive double digit EBITDA CAGR through [----] and beyond a structural shift the market is pricing as perpetual regulatory erosion due to Brazil/Italy fee caps (2026 will be a rebasing year with EBITDA down between 8% and 12%). At 8x FCF you are effectively paying for the regulated meal business and getting the high-growth "Beyond" platform the"  
[X Link](https://x.com/Arkalos77/status/2006077265906655295)  2025-12-30T18:57Z [----] followers, 19.2K engagements


"Some welcome news from $eden.pa"  
[X Link](https://x.com/Arkalos77/status/2013933950729642129)  2026-01-21T11:17Z [----] followers, [----] engagements


"$bats $bti dividend just in. Reinvested in Paycom $payc Payroll is mission critical complex with zero tolerance for errors. Ai should be an enabler and not a disruptor for them with iwant helping them reaccelerate growth"  
[X Link](https://x.com/Arkalos77/status/2019133406249119943)  2026-02-04T19:38Z [----] followers, [---] engagements


"My investing checklist - Dos and Donts"  
[X Link](https://x.com/Arkalos77/status/1700141863599013947)  2023-09-08T13:39Z [----] followers, 30.1K engagements


"☕can Portfolio Update - Jan [----] [--] bagger 🏆: Metlen [--] baggers 🥇: Prosus & Alibaba By far the biggest mistake that I have made is selling stocks early. We made a big investment in Tencent in [----] and having sold this position early cost our fund $ [--] billion. Philippe Laffont Coatue Management $baba $payc $bats $bti $prx.as $tcehy $evo.st $evo $adyen $pdd $mytil.at $mtln.l $eden.pa $ftnt $mele $bidu $four $knos.l $erf.pa https://twitter.com/i/web/status/2017709877393580225 https://twitter.com/i/web/status/2017709877393580225"  
[X Link](https://x.com/Arkalos77/status/2017709877393580225)  2026-01-31T21:21Z [----] followers, [----] engagements


"Added a bit of Melexis $mele ahead of earnings. New average cost basis is now [-----]. The brutal 2024/2025 inventory flush is about to conclude signaling a return to the companys 10%12% organic revenue CAGR target 🎯 Cyclical recovery secular rerating"  
[X Link](https://x.com/Arkalos77/status/2018300291855089891)  2026-02-02T12:27Z [----] followers, [----] engagements


"Melexis $mele expects sales in the first quarter and first half of [----] to be around the same levels as the previous year. 🤦🏻♂ Added a bit of Melexis $mele ahead of earnings. New average cost basis is now [-----]. The brutal 2024/2025 inventory flush is about to conclude signaling a return to the companys 10%12% organic revenue CAGR target 🎯 Cyclical recovery secular rerating https://t.co/LHa8yn4FD7 Added a bit of Melexis $mele ahead of earnings. New average cost basis is now [-----]. The brutal 2024/2025 inventory flush is about to conclude signaling a return to the companys 10%12% organic"  
[X Link](https://x.com/Arkalos77/status/2018970877862260780)  2026-02-04T08:52Z [----] followers, [----] engagements


"The way that [----] has started for my portfolio is very humbling. Nothing other than my AI related and tobacco stocks seem to work  Down 8% YTD"  
[X Link](https://x.com/Arkalos77/status/2021880005488496861)  2026-02-12T09:32Z [----] followers, [----] engagements


"👀 Dassault Systemes SE $dsy.pa Another quality compounder that has stopped compounding"  
[X Link](https://x.com/Arkalos77/status/2021512602174865574)  2026-02-11T09:12Z [----] followers, 25.3K engagements


"Dev Kantesaria on Moodys $mco and S&P $spgi diworsification from "We Study Billionaires" podcast episode TIP680 Moody's and S&P are toll collectors for debt issuance. They make money from the initial rating and monitoring fees over the term of the debt. It's one of the strongest business models out there with some cyclicality but we focus on long-term earnings power. All debt must pass through them as essential toll collectors so temporary drops don't worry us long-term. If you have a great business like Moody's debt ratings and buy a lot of other things for your Moody's Analytics business"  
[X Link](https://x.com/Arkalos77/status/2023041379123773594)  2026-02-15T14:27Z [----] followers, 16.2K engagements


"The $prx.as Prosus discount to NAV remains elevated at 40% . Justified"  
[X Link](https://x.com/Arkalos77/status/1902443479827148922)  2025-03-19T19:34Z [----] followers, [---] engagements


"Nice print from Eurofins Scientific SE $erf.pa with management reaffirming its full year [----] and [----] objectives (including average organic growth of 6.5% per year EUR [---] million in annual acquisition-driven revenue and adjusted EBITDA margin of 24%)"  
[X Link](https://x.com/Arkalos77/status/1915005949619642879)  2025-04-23T11:32Z [----] followers, [---] engagements


"Harris Oakmark Global Fund Q1 [--] Commentary on why they initiated Airbnb Inc $abnb and Pernod Ricard http://RI.PA http://RI.PA"  
[X Link](https://x.com/Arkalos77/status/1915161734685610263)  2025-04-23T21:51Z [----] followers, [---] engagements


"This quarters earnings represented less than 1.5% of the intrinsic value of Evolution AB $evo.st $evo. In my 👀 this 20% drawdown (perceived inpairment in the intrinsic value) of the business on the back of a bad quarter afrected by deliberate company decisions to protect the franchise) present an even greater opportunity and source of . Will average down on the name ignoring the fintwit chatter and mockery (culture of genius). The stock is further derisked assuming terminal decline. I beg to differ thinking that growth will re-accelerate. https://twitter.com/i/web/status/1917687809076518983"  
[X Link](https://x.com/Arkalos77/status/1917687809076518983)  2025-04-30T21:09Z [----] followers, [----] engagements


"Better to be 🍀 than good. $evo.st $evo $eden.pa I rarely trade (prefer to coffee can) but this turned out to be a good move allowing me to reduce my average cost basis on both core positions. Buying a bit of $eden Edenred down here by liquidating some $evo Evolution shares bought on the cheap earlier this year. A minus -17% haircut in the value of the business on the back of speculation that may not even materialise looks to me like a dislocation that should be Buying a bit of $eden Edenred down here by liquidating some $evo Evolution shares bought on the cheap earlier this year. A minus"  
[X Link](https://x.com/Arkalos77/status/1917691856000835945)  2025-04-30T21:25Z [----] followers, [----] engagements


"@chitchatstocks $mytil Metlen from . [--] year CAGR of 45% "  
[X Link](https://x.com/Arkalos77/status/1918758125127041424)  2025-05-03T20:02Z [----] followers, [----] engagements


"@ReturnsJourney $AI.PA L Air Liquide SA was the highest quality name all along"  
[X Link](https://x.com/Arkalos77/status/1919423661783544255)  2025-05-05T16:07Z [----] followers, [---] engagements


"Edenred $eden.pa update on and Regulatory Headwinds Management feels that the stock has a 50% upside when the temporary clouds are lifted"  
[X Link](https://x.com/Arkalos77/status/1920184248939458588)  2025-05-07T18:29Z [----] followers, [----] engagements


"$bats British American Tobacco quarterly dividend just in. Reinvested in Evolution AB $evo $evo.st"  
[X Link](https://x.com/Arkalos77/status/1920460145965854862)  2025-05-08T12:45Z [----] followers, [----] engagements


"$evo.st Evolution AB dividend just in. Reinvested in Edenred $eden.pa prior to the ex dividend date"  
[X Link](https://x.com/Arkalos77/status/1925133011449757887)  2025-05-21T10:14Z [----] followers, [----] engagements


"$mele Melexis dividend just in. Reinvested in Edenred $eden.pa prior to the ex dividend date. Edenred is now 4.4% of the portfolio with the average cost basis dropping to Eur [--] per share"  
[X Link](https://x.com/Arkalos77/status/1925566675975287192)  2025-05-22T14:57Z [----] followers, [---] engagements


"Portfolio Update - May [----] All fresh capital will be deployed at Evolution AB $EVO Edenred $eden.pa and Pinduoduo $pdd . The best risk returns 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](https://x.com/Arkalos77/status/1928742543040110718)  2025-05-31T09:17Z [----] followers, [----] engagements


"Edison report on Metlens capital markets day. $mytil.at https://www.edisongroup.com/insight/metlen-energy-metals-edison-report-metlen-capital-markets-day-made-of-metal-full-of-energy/BM-1755/ https://www.edisongroup.com/insight/metlen-energy-metals-edison-report-metlen-capital-markets-day-made-of-metal-full-of-energy/BM-1755/"  
[X Link](https://x.com/Arkalos77/status/1929607909664583976)  2025-06-02T18:35Z [----] followers, [----] engagements


"Edendred $eden.pa dividend just in. Reinvested back at Edenred. 12% fcf yield + double digit ebitda growth with the cash flow conversion being over 70% of ebitda. Insanely cheap for such a quality business"  
[X Link](https://x.com/Arkalos77/status/1934571078262653379)  2025-06-16T11:17Z [----] followers, [----] engagements


"Price implied expectations for $eden.pa Edenred Inputs: Current Stock Price = EUR [-----] EV= EUR [-----] billion Market Cap = EUR [-----] billion WACC = 8.5% Terminal Growth Rate (g) = 3% Current FCF (FCF0) = EUR [---] million [----] FCF yield = 15% [----] FCF per share = EUR [---] [----] ROCE = 30% [----] EBIT margin = 36% Market Expectations imply that the business is a melting 🧊 with fcf expected to fall by 7% annually over the next [--] 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](https://x.com/Arkalos77/status/1936419571545563293)  2025-06-21T13:42Z [----] followers, [----] engagements


"For my fintwit brethren who 🤔 spirits are in bargain territory $ri.pa $dge $mc.pa The young Thunder players had to ask 2x Champ Alex Caruso how to pop champagne 🤣🍾 (via @NBA) https://t.co/HoWWiCccJR The young Thunder players had to ask 2x Champ Alex Caruso how to pop champagne 🤣🍾 (via @NBA) https://t.co/HoWWiCccJR"  
[X Link](https://x.com/Arkalos77/status/1937262069033656446)  2025-06-23T21:30Z [----] followers, [---] 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](https://x.com/Arkalos77/status/1938261255761870970)  2025-06-26T15:41Z [----] followers, [---] engagements


"Portfolio Update - H1 [----] [--] bagger 🏆: Metlen $mytil.at [--] 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 https://twitter.com/i/web/status/1940144480583393535 https://twitter.com/i/web/status/1940144480583393535"  
[X Link](https://x.com/Arkalos77/status/1940144480583393535)  2025-07-01T20:24Z [----] followers, [----] 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 [--] to [--] or [--] to [--] And he responded saying it's going to definitely be 20% plus. Secular Tailwinds and along runway of"  
[X Link](https://x.com/Arkalos77/status/1948805364150862038)  2025-07-25T17:59Z [----] followers, [----] engagements


"Metlen $mytil.at Another casual all time high prior to the LSE debut next week"  
[X Link](https://x.com/Arkalos77/status/1950568139785167124)  2025-07-30T14:44Z [----] followers, [---] engagements


"Portfolio Update - [--] July [----] [--] bagger 🏆: Metlen $mytil.at [--] 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](https://x.com/Arkalos77/status/1951678726715940982)  2025-08-02T16:17Z [----] followers, [----] engagements


"@dede_eyesan $Mytil.at"  
[X Link](https://x.com/Arkalos77/status/1953465277762445542)  2025-08-07T14:36Z [----] followers, [---] engagements


"Metlen $mytil.at is now an [--] bagger for me (without dividends). And the best days are still ahead of them. This has been a hell of 🏃♂ CAGRing 25% over the last [--] years. Buy right and hold on to experience the joy of compounding 🙏 "  
[X Link](https://x.com/Arkalos77/status/1953829864609386935)  2025-08-08T14:45Z [----] followers, [----] engagements


"Good primer on Eurofins Scientific $erf.pa by Sam Chipkin of 5am a set and forget position of mine. 50% upside hidden in this lab testing powerhouse: Eurofins Scientific - Sam Chipkin Livewire https://www.livewiremarkets.com/wires/50-upside-hidden-in-this-lab-testing-powerhouse-eurofins-scientific https://www.livewiremarkets.com/wires/50-upside-hidden-in-this-lab-testing-powerhouse-eurofins-scientific"  
[X Link](https://x.com/Arkalos77/status/1961466438117413374)  2025-08-29T16:30Z [----] followers, [---] engagements


"☕can Portfolio Update - [--] Aug [----] [--] bagger 🏆: Metlen $mytil.at [--] 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](https://x.com/Arkalos77/status/1962162630379942372)  2025-08-31T14:36Z [----] followers, [----] 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](https://x.com/Arkalos77/status/1962224122332598476)  2025-08-31T18:41Z [----] followers, [---] engagements


"Wonderful Deep dive on Metlen $mytil.at by @dede_eyesan The word is getting out Metlen Energy & Metals $MTLN $MYTIL.AT A deep dive on a Greek Industrial champion and soon to be a FTSE [---] company. https://t.co/bdS0MCpEj8 https://t.co/vqgflX5B24 Metlen Energy & Metals $MTLN $MYTIL.AT A deep dive on a Greek Industrial champion and soon to be a FTSE [---] company. https://t.co/bdS0MCpEj8 https://t.co/vqgflX5B24"  
[X Link](https://x.com/Arkalos77/status/1963314836483576063)  2025-09-03T18:55Z [----] followers, [----] engagements


"Added to Edenred $eden.pa today 3.9% position now with the average cost basis falling to [-----] 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 https://t.co/ZN10kLV7mP 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"  
[X Link](https://x.com/Arkalos77/status/1970789093748703440)  2025-09-24T09:55Z [----] followers, [----] engagements


"@MananaInvesting @QuantStrategist Because ebitda should double with the new floor being 2bn and the starting multiple is low. They explained the bridge in their capital markets day "  
[X Link](https://x.com/Arkalos77/status/1973444970502824349)  2025-10-01T17:48Z [----] followers, [--] 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](https://x.com/Arkalos77/status/1974912575172428121)  2025-10-05T19:00Z [----] followers, [---] engagements


"@Riccibuff95 @stonkmetal Thanks for letting us know. We have been accustomed to regulatory headwinds lately. Good to remind ourselves that regulation can also be a tailwind for $eden.pa Edenred"  
[X Link](https://x.com/Arkalos77/status/1978822340008910966)  2025-10-16T13:56Z [----] followers, [---] engagements


"Added a bit more Edenred $eden.pa ahead of the quarterly results. At the end of the day investing is about buying access to cash flow streams. This is a structurally advantaged m money making machine that will still grow in the years to come. The math will ultimately work. Average cost basis is now down to [-----] 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."  
[X Link](https://x.com/Arkalos77/status/1980239903519539363)  2025-10-20T11:49Z [----] followers, [----] engagements


"Brilliant development for Evolution AB $evo.st $evo Fintwit currently focuses on the lawsuit and compensation and not on the second order effects that matter the most. That is the reputational damage that will drive $ptec Playtech operators to switch to Evolution losing significant market share. We have a near monopoly in our 🙌 for the online casino market. https://twitter.com/i/web/status/1980617813418250369 https://twitter.com/i/web/status/1980617813418250369"  
[X Link](https://x.com/Arkalos77/status/1980617813418250369)  2025-10-21T12:50Z [----] followers, [----] engagements


"Prices often have a way of causing the greatest amount of pain to the greatest number of participants before they settle at the right level. $evo.st $evo Evolution AB"  
[X Link](https://x.com/Arkalos77/status/1981320102864711714)  2025-10-23T11:21Z [----] followers, 11K engagements


"After seeing the most popular fintwit accounts capitulating on $evo $evo.st Evolution AB let me also add that The time of maximum pessimism is the best time to buy. Prices often have a way of causing the greatest amount of pain to the greatest number of participants before they settle at the right level. $evo.st $evo Evolution AB https://t.co/dJ8EG9YRio Prices often have a way of causing the greatest amount of pain to the greatest number of participants before they settle at the right level. $evo.st $evo Evolution AB https://t.co/dJ8EG9YRio"  
[X Link](https://x.com/Arkalos77/status/1981428037548699971)  2025-10-23T18:30Z [----] followers, [----] engagements


"New Evolution AB $evo $evo.st pod by @Speedwell_LLC 👇 *New Dialogue Podcast just dropped* We cover $EVO 3Q25 Earnings 🔹New Asia developments 🔹Competitive dynamics 🔹Asia a zero Listen Below https://t.co/bMHhULF8sW *New Dialogue Podcast just dropped* We cover $EVO 3Q25 Earnings 🔹New Asia developments 🔹Competitive dynamics 🔹Asia a zero Listen Below https://t.co/bMHhULF8sW"  
[X Link](https://x.com/Arkalos77/status/1981990494029681113)  2025-10-25T07:45Z [----] followers, [----] engagements


"Reverse DCF to put things into perspective on price implied expectations for Evolution AB $evo $evo.st In summary the market currently values Evolution as a melting 🧊 implying that FCF will decline 4% per annum over the next [--] years. DCF inputs - Enterprise Value = [------] bn - WACC = 8% - Current Year FCF = [-----] bn - Number of Shares = [-------] mn Is this a business in structural decline https://twitter.com/i/web/status/1982467463766806726 https://twitter.com/i/web/status/1982467463766806726"  
[X Link](https://x.com/Arkalos77/status/1982467463766806726)  2025-10-26T15:20Z [----] followers, 14.8K engagements


"Life in the $evo $evo.st Evolution AB community "  
[X Link](https://x.com/Arkalos77/status/1983236576550224208)  2025-10-28T18:17Z [----] followers, [----] engagements


"☕can Portfolio Update - Oct [----] [--] bagger 🏆: Metlen $mytil.at [--] baggers 🥇: Prosus Adyen & Alibaba ''If a man knows not to which port he sails no wind is favourable'' Seneca $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa https://twitter.com/i/web/status/1984521319182913590 https://twitter.com/i/web/status/1984521319182913590"  
[X Link](https://x.com/Arkalos77/status/1984521319182913590)  2025-11-01T07:22Z [----] followers, [----] engagements


"Playtech should go out of business $evo $evo.st Evolution AB Scoop: Playtech offered Black Cube 500k bounty for Evolution licence revocation https://next.io/news/casino/playtech-offered-500k-bounty-evolution-licence-revocation/ https://next.io/news/casino/playtech-offered-500k-bounty-evolution-licence-revocation/"  
[X Link](https://x.com/Arkalos77/status/1985414772137886037)  2025-11-03T18:32Z [----] followers, [----] engagements


"Adyen $adyey $adyen - Sustainable competitive advantages through a modern unified technology stack banking licenses culture of innovation ✅ - Fast and Profitable growth offering real value to clients ✅ - Low total addressable market penetration in a very large total addressable market that is growing fast (allowing reinvestment at high incremental returns) ✅ does not have a monopoly on good businesses. https://twitter.com/i/web/status/1988335876888555526 https://twitter.com/i/web/status/1988335876888555526"  
[X Link](https://x.com/Arkalos77/status/1988335876888555526)  2025-11-11T19:59Z [----] followers, [----] engagements


"☕can Portfolio Update - Nov [----] [--] bagger 🏆: Metlen [--] baggers 🥇: Prosus & Adyen Investing should be more like watching paint dry or watching grass grow. If you want excitement take $800 and go to Las Vegas. Paul Samuelson $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa https://twitter.com/i/web/status/1994757320417464812 https://twitter.com/i/web/status/1994757320417464812"  
[X Link](https://x.com/Arkalos77/status/1994757320417464812)  2025-11-29T13:16Z [----] followers, [----] engagements


"@Investy_ 🙏 Ill take whatever the market is giving me . And this is the best assymetric bet I can find in this otherwise expensive market together with Evolution AB"  
[X Link](https://x.com/Arkalos77/status/2004638725440188609)  2025-12-26T19:41Z [----] followers, [---] engagements


"Added to Evolution AB $Evo . 8.8% position at an average cost basis of SEK [---]. Investment Thesis 👇 👉 The market is mispricing a temporary operational "perfect storm" as a permanent structural impairment valuing a monopolistic 66% EBITDA margin business at 10x EBITDA despite secular tailwinds and an intact product moat. A rare opportunity to buy the "operating system" of live casinos at a distressed price. The downside is cushioned by a 5% yield buybacks and no debt; the upside is a "double" via simple mean reversion. http://Evo.ST http://Evo.ST http://Evo.ST http://Evo.ST"  
[X Link](https://x.com/Arkalos77/status/2006085991056957443)  2025-12-30T19:32Z [----] followers, [----] engagements


"@ReneSellmann Air Liquide $ai.pa"  
[X Link](https://x.com/Arkalos77/status/2009875013248168287)  2026-01-10T06:28Z [----] followers, [---] engagements


"@meetshahms @aceboy8844 I also own Prosus as a proxy for Tencent (big position almost a 3x) . Still not sure what to make of the new management the jury is still out. Do not take RVs commentary lightly either. Food for thought"  
[X Link](https://x.com/Arkalos77/status/2011406829528760584)  2026-01-14T11:55Z [----] followers, [---] engagements


"@gnufs One of the reasons I like $evo Evolution AB so much is weak competition. Let us know if you feel that something is changing"  
[X Link](https://x.com/Arkalos77/status/2011697128830341630)  2026-01-15T07:09Z [----] followers, [---] engagements


"Mercado pago is a formidable player starting from a low base but there is enough room for everyone. This is not a winner takes all market. Edenred are also strong in transport/mobilty benefits there with the recent acquisition of PB. And for context brazil meal vouchers represented less than 10% of operating revenue. https://twitter.com/i/web/status/2011897377658196059 https://twitter.com/i/web/status/2011897377658196059"  
[X Link](https://x.com/Arkalos77/status/2011897377658196059)  2026-01-15T20:24Z [----] followers, [---] engagements


"Metlens gallium project moving on budget and ahead of schedule with 90mn funding the European Investment Bank 💪 $mtln.l $myti.at"  
[X Link](https://x.com/Arkalos77/status/2012524895284904316)  2026-01-17T13:58Z [----] followers, [---] engagements


"They are a fund manager I follow for idea generation as they have a good stock selection process (5 Guardrails all of which have to be met). 👉 Cash rich balance sheet with very little debt (total debt less than [--] times free cash flow) 👉 Excess free cash flow every single year (not just when times are good) 👉 Sustainable return on capital - over 20% 👉 Stable to increasing profit margins 👉 Organic Revenue growth that is better than the average company - at least mid to high single digit. https://twitter.com/i/web/status/2013378703363879000"  
[X Link](https://x.com/Arkalos77/status/2013378703363879000)  2026-01-19T22:31Z [----] followers, [--] engagements


"Incredible Devils Advocate prompt by Gary Mishuris 👇 Act as an experienced buy-side analyst and a long-term investor. Analyze Company Name and present the strongest possible negative case for why it's a bad investment that is supported by the facts. Combine an assessment of both fundamentals and valuation. Think from first principles do not just use the opinions of others. You must: [--]. Analyze historical financials for the last [--] years (or as far back as available) using primary sources at and the company's IR website [--]. Read the company's proxy statement on and assess management incentives"  
[X Link](https://x.com/Arkalos77/status/2013718492663472511)  2026-01-20T21:01Z [----] followers, [---] engagements


"The Times They Are A-Changin $bats $bti"  
[X Link](https://x.com/Arkalos77/status/2014309905574899971)  2026-01-22T12:11Z [----] followers, [----] engagements


"@TheStalwart Now redo the graph as % of operating cash flow 😆"  
[X Link](https://x.com/Arkalos77/status/2019770014274818542)  2026-02-06T13:47Z [----] followers, [---] engagements


"This goal from The greek polo team will live rent free in my head for many years. How"  
[X Link](https://x.com/Arkalos77/status/2012460990885953752)  2026-01-17T09:44Z [----] followers, [---] engagements


"Rulebreaker Investing by @DavidGFool @themotleyfool was a great read with lots of investing nuggets. Have now set the bar higher from multibagger stocks to spiffy-pops (why not aiming for the 🌙) by simply letting my winners run. While not everything he preaches will reasonate with all (I myself will never get myself buy a stock at all time highs or at an egregious valuation) we should all get to a place where we are comfortable doing what works for us on 👉 how to invest (the habits) 👉 what to invest in (the traits) 👉 how to build a portfolio (the principles)"  
[X Link](https://x.com/Arkalos77/status/2012612408238277082)  2026-01-17T19:46Z [----] followers, [----] engagements


"Reminds me of what Francois Rochon of Giverny Capital calls the tribal gene a trait of the best investors"  
[X Link](https://x.com/Arkalos77/status/2015310208986161234)  2026-01-25T06:26Z [----] followers, [---] engagements


"@tk_financial Initiated $blco this week with the proceeds from $dim.pa at $16.24. The spin off will give them focus and brent saunders will lead them to market gains (has already started making moves in the dry eye disease market with Xiidra). I find morningstar reports useful -free with ibkr"  
[X Link](https://x.com/Arkalos77/status/1740983584142590088)  2023-12-30T06:30Z [----] followers, [---] engagements

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