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# ![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3656110581.png) @evfcfaddict Andy

Andy posts on X about $drto, $supl, $filami, $azebr the most. They currently have XXXXXX followers and 1573 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::3656110581/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::3656110581/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +18%
- X Year XXX +9.30%

### Followers: XXXXXX [#](/creator/twitter::3656110581/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:followers.svg)

- X Week XXXXXX +0.24%
- X Month XXXXXX +0.60%
- X Months XXXXXX +6.90%
- X Year XXXXXX +22%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::3656110581/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [fashion brands](/list/fashion-brands)  [countries](/list/countries) 

**Social topic influence**
[$drto](/topic/$drto) #1, [$supl](/topic/$supl) #1, [$filami](/topic/$filami) #1, [$azebr](/topic/$azebr) #1, [$bbwsi](/topic/$bbwsi) #1, [$tecnsw](/topic/$tecnsw) #1, [$odetpa](/topic/$odetpa) #2, [stocks](/topic/stocks), [$ftlf](/topic/$ftlf) #1, [$ivfh](/topic/$ivfh) #1

**Top accounts mentioned or mentioned by**
[@financeschmidt](/creator/undefined) [@davidkatunaric](/creator/undefined) [@sebkrog](/creator/undefined) [@clarksquarecap](/creator/undefined) [@memyselfandi006](/creator/undefined) [@alluvialcapital](/creator/undefined) [@dsmoak98](/creator/undefined) [@nicholasp66](/creator/undefined) [@toffcap](/creator/undefined) [@secrets4stocks](/creator/undefined) [@microcapclub](/creator/undefined) [@eriksentim](/creator/undefined) [@sharogradskym](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@gwinvestors](/creator/undefined) [@mavixleon](/creator/undefined) [@altaycapital](/creator/undefined) [@iancassel](/creator/undefined) [@cj0pp3l](/creator/undefined) [@augustusville](/creator/undefined)

**Top assets mentioned**
[Factset Research Systems, Inc. (FDS)](/topic/$fds) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Tidewater, Inc. (TDW)](/topic/$tdw) [Diageo plc (DEO)](/topic/$deo) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Bruker, Corp. (BRKR)](/topic/$brkr) [Avantor, Inc. (AVTR)](/topic/$avtr) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last XX hours

"1/2 Swatch Group $UHR.SW is a perfect example how management can destroy shareholder value with bad capital allocation. Valuation looks very cheap but looking at the margin pressure combined with ever growing netcash and at the same time not doing significant buybacks at these"  
[X Link](https://x.com/evfcfaddict/status/1793269668687360005)  2024-05-22T13:16Z 16.5K followers, 7038 engagements


"Added a bit to $ODET.PA - mispricing vs. $BOL.PA and $UMG is at record highs again likely caused by the lower volumes in combination with broad pressure on French stocks caused by politics"  
[X Link](https://x.com/evfcfaddict/status/1803750859517391071)  2024-06-20T11:24Z 16.5K followers, 4150 engagements


"Lets make a list with the best management teams in micro- small and midcaps I start with XX of my favorites: $FTLF $SUP.L $BELA.AT $VID.MC $LDB.MI $TFF.PA $THEP.PA $IVFH $BBW.SI $RBREW.CO"  
[X Link](https://x.com/evfcfaddict/status/1818704586204455204)  2024-07-31T17:45Z 16.5K followers, 20.3K engagements


"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"  
[X Link](https://x.com/evfcfaddict/status/1824824052139036983)  2024-08-17T15:02Z 16.5K followers, 60.9K engagements


"Another great one from @Abilitato_de - comparison and analysis of the big spirit producers after the recent selloff $CPR.MI $RCO.PA $DEO $BFB $RI.PA $LPE.PA"  
[X Link](https://x.com/evfcfaddict/status/1838814085426614335)  2024-09-25T05:33Z 16.5K followers, 10.9K engagements


"New piece by Ennismore on $DWNI.DE Deutsche Wohnen. Stock is down sub XX again very limited downside I guess. Further news by Vonovia on the topic should be released in first half of November"  
[X Link](https://x.com/evfcfaddict/status/1843626883369578828)  2024-10-08T12:17Z 16.5K followers, 3761 engagements


"Wow even worse than expected $RCO.PA"  
[X Link](https://x.com/evfcfaddict/status/1849693841391030359)  2024-10-25T06:05Z 16.5K followers, 2974 engagements


"Rough times in Europe. Melexis $MELE.BR Davide Campari $CPR.MI with double digit losses after their q3 reports. Former German darling Grenke $GLJ.DE loses 1/4 of its value in early trading"  
[X Link](https://x.com/evfcfaddict/status/1851543795642380436)  2024-10-30T08:36Z 16.5K followers, 13.8K engagements


"Swatch $UHR.SW was dead money for a long time but may finally offer an interesting setup with a huge insider buy in May activist pressure and a founder family that might be willing to sell midterm. Stock is trading 06x P/TBV massive netcash in ;)"  
[X Link](https://x.com/evfcfaddict/status/1937613914788782528)  2025-06-24T20:48Z 16.5K followers, 12.2K engagements


"As some are using me as contra ;) here is a portfolio update in order of size-hope this helps: $FILA.MI $ROVI.MC $ODET.PA $ALCO $BRKR $ITD.MI $ULVR.L $AVTR $2267.T $EVS.BR $VID.MC $SUP.L $TBRG $ALPM.PA $TECN.SW $9928.T $8771.T $KITW.L $CTEC.L $DR.TO $GAMA.L"  
[X Link](https://x.com/evfcfaddict/status/1949829806259876318)  2025-07-28T13:50Z 16.5K followers, 17.6K engagements


"@Daniel___Gordon Long $FILA.MI and $ULVR.L $KRI.AT is on my watchlist and might be interested sub 16"  
[X Link](https://x.com/evfcfaddict/status/1970814896960127182)  2025-09-24T11:37Z 16.5K followers, XXX engagements


"@The_Analyst_Lab of the ones I dont already own atm: $ROG.SW $MUM.DE $KRI.AT"  
[X Link](https://x.com/evfcfaddict/status/1970851450671800639)  2025-09-24T14:02Z 16.5K followers, XXX engagements


"@The_Analyst_Lab got a full position in $AZE.BR (just search the ticker wrote about it multiple times) and a small in $CBE.PA. At some point $SY1G.DE might become interesting"  
[X Link](https://x.com/evfcfaddict/status/1970859289699835982)  2025-09-24T14:34Z 16.5K followers, XXX engagements


"40% off the highs $BC.MI"  
[X Link](https://x.com/evfcfaddict/status/1971237552901456031)  2025-09-25T15:37Z 16.5K followers, 14.1K engagements


"Andritz $ANDR.AT on the lower end of expectations but near record order book volume and confirmation of 2025 and midterm targets:"  
[X Link](https://x.com/evfcfaddict/status/1983797076548055415)  2025-10-30T07:24Z 16.5K followers, 3963 engagements


"What we saw yesterday was the insane power of tax selling and window dressing. Massive selloffs in certain stocks on X news. $TOI.V $CSU.TO $FDS $ADBE and many more. X days left for US funds to clean up.;)"  
[X Link](https://x.com/evfcfaddict/status/1983800164675678327)  2025-10-30T07:36Z 16.5K followers, 24.9K engagements


"Topicus $TOI.V ytd chart looks wild $CSU.TO intraday with a massive down move - very interesting times"  
[X Link](https://x.com/evfcfaddict/status/1987962728561123532)  2025-11-10T19:17Z 16.5K followers, 8183 engagements


"@Secrets4stocks XX% of US fintwit is XX tickers Sir"  
[X Link](https://x.com/evfcfaddict/status/1993008658171789509)  2025-11-24T17:27Z 16.5K followers, 1354 engagements


"@DealintCB congrats on $ALLFG.AS @ClarkSquareCap (hope you were still in)"  
[X Link](https://x.com/evfcfaddict/status/1994413216382828623)  2025-11-28T14:28Z 16.5K followers, XXX engagements


"Whats your top X picks going into 2024 Mine: $DR.TO Medical Facilities $CGM.PA Cegedim $BBW.SI Azeus Systems"  
[X Link](https://x.com/evfcfaddict/status/1741009688395952222)  2023-12-30T08:13Z 16.5K followers, 26.6K engagements


"29/2/24 ytd: XX% Medical Facilities $DR.TO Fitlife Brands $FTLF Azeus Systems $BBW.SI We Connect $ALWEC.PA Brod. Johansen $AOJ $CPH.TO $LDB.MI $KRI.AT $ALPM.PA $3679.T $DUR.AX $HGBL $ISSC $SL.MI $ITRN $9928.T $KINO.L $BHU.SI $PLX.PA $FQT.VI $CEV.HM Cash: 197%"  
[X Link](https://x.com/evfcfaddict/status/1763307002841682426)  2024-02-29T20:55Z 16.5K followers, 13.9K engagements


"31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)"  
[X Link](https://x.com/evfcfaddict/status/1796488909096149129)  2024-05-31T10:28Z 16.5K followers, 12.5K engagements


"Updated figures for $TMV.DE Teamviewer. Growth is clearly slowing but the valuation in combination with the huge buybacks makes it interesting at over XX% FCF yield. I still dont know how sustainable the business/revenue is though"  
[X Link](https://x.com/evfcfaddict/status/1834127362306236635)  2024-09-12T07:10Z 16.5K followers, 4781 engagements


"I know most of you dont like the company but I bought a trading position in Teamviewer $TMV.DE under XX. Numbers look great they continue to grow in the high margin Enterprise Segment and are now trading at a XX% FCF yield debt free in 2-3 years buying back lots of stocks"  
[X Link](https://x.com/evfcfaddict/status/1920015598114722285)  2025-05-07T07:19Z 16.5K followers, 10.1K engagements


"Recent portfolio addition $TECN.SW jumps on new CEO (ex $TMO) announcement:"  
[X Link](https://x.com/evfcfaddict/status/1943229765155950981)  2025-07-10T08:44Z 16.5K followers, 3160 engagements


"A world class one at a decade low valuation $IMCD.AS"  
[X Link](https://x.com/evfcfaddict/status/1952266999502922165)  2025-08-04T07:14Z 16.5K followers, 17.9K engagements


"@everyonehatesp1 @hkuppy Chemicals eg $IMCD.AS would be another subsector"  
[X Link](https://x.com/evfcfaddict/status/1954900919159546352)  2025-08-11T13:41Z 16.5K followers, XXX engagements


"Bought back $AZE.BR cheaper. Took a closer look the last weeks and this looks very compelling midterm. Earnings are near the bottom and PE has already sold a big chunk. ST their selling might limit upside though-happy to make it top X if we get lower"  
[X Link](https://x.com/evfcfaddict/status/1961073512694587882)  2025-08-28T14:28Z 16.5K followers, 5350 engagements


"@mtmmee management does a good job imo. imcd/azelis have deeper moats and relationships vs brenntag"  
[X Link](https://x.com/evfcfaddict/status/1961147567041122584)  2025-08-28T19:23Z 16.5K followers, XXX engagements


"Joel Greenblatt said that he approaches position sizing not in terms of the highest potential upside but by putting the most money into the investments where he believes he wont lose money. This isnt investment advice but I believe FILA fits that category well. Agreed/Long"  
[X Link](https://x.com/evfcfaddict/status/1966221052176154650)  2025-09-11T19:23Z 16.5K followers, 24.7K engagements


"Symrise NTM P/E now at 10y low $SY1.DE"  
[X Link](https://x.com/evfcfaddict/status/1970447230571077677)  2025-09-23T11:16Z 16.6K followers, 4850 engagements


"Nestle NTM P/E now at 10y low $NESN.SW"  
[X Link](https://x.com/evfcfaddict/status/1970813666275754248)  2025-09-24T11:32Z 16.5K followers, 17.3K engagements


"Diasorin NTM P/E now at 10y low $DIA.MI"  
[X Link](https://x.com/evfcfaddict/status/1971178864396337471)  2025-09-25T11:43Z 16.5K followers, 5259 engagements


"Mcap of my current top XX in 6x 300m (2x 1x 1x 1x 1x undisclosed) $FILA.MI sub 400m $APR.WA sub 600m The other X ( $AZE.BR $ROVI.MC ) between 25B and 3B Only large cap I still hold (but maybe sell after the spinoff if the others get even cheaper) is $ULVR.L"  
[X Link](https://x.com/evfcfaddict/status/1971448236792770683)  2025-09-26T05:34Z 16.5K followers, 10.4K engagements


"My favorite company : - XX% of profits are recurring - very loyal customer base - net cash - 10x ev/fcf - XX% ROE - X% dividend - opportunistic buybacks Ennismore (August letter) and @SCapStrategist did writeups recently. $ANDR.VI"  
[X Link](https://x.com/evfcfaddict/status/1975547883157135865)  2025-10-07T13:04Z 16.5K followers, 22.1K engagements


"Sean is back with his H1 letter. One of the best 7y track records you will find: $ISSC $ICCC $SLSN $SNWV @CaptnKirk13"  
[X Link](https://x.com/evfcfaddict/status/1975604768212197679)  2025-10-07T16:50Z 16.6K followers, 44.1K engagements


"@augustusville $MUM.DE $IVFH $FDS $CHD $FI $TECN.SW $4480.T $JDG.L $KITW.L $APR.WA $AZE.BR"  
[X Link](https://x.com/evfcfaddict/status/1982354725271121921)  2025-10-26T07:52Z 16.5K followers, 2725 engagements


"FCF Yields (e) of some European companies that do lot of buybacks: $TMV.DE XX% $TEP.PA XX% $IPS.PA XX% $BEKB.BR XX% No position"  
[X Link](https://x.com/evfcfaddict/status/1984262663665492044)  2025-10-31T14:14Z 16.6K followers, 9911 engagements


"Never catch a falling knife. I bought some $DIA.MI near XX anyway. Highly recurring huge margins finally cheap (although some will say otherwise) given their midterm growth profile and independence from the economy. Old but gold breakdown of the biz:"  
[X Link](https://x.com/evfcfaddict/status/1986368161030283745)  2025-11-06T09:40Z 16.5K followers, 4851 engagements


"@StockMKTNewz XX% $DR.TO XX% $ITD.MI XX% $DEF.DE XX% $FILA.MI XX% $ROVI.MC close to X downside on a 5y horizon XX% it will beat the market with 1/3 its vola"  
[X Link](https://x.com/evfcfaddict/status/1987160959262077309)  2025-11-08T14:11Z 16.5K followers, 4270 engagements


"I like $TECN.SW here. Just retested April lows while new management initiated a buyback programme. Company has a history of creating shareholder value a netcash balance sheet and a near decade low valuation at 14x ev/fcf while having a best in class product portfolio"  
[X Link](https://x.com/evfcfaddict/status/1987937053582258289)  2025-11-10T17:35Z 16.5K followers, 11.1K engagements


"EQT is pleased to announce it has signed a definitive agreement to sell c. XX million shares in Azelis to JNE Partners First Pacific Advisors LP's managed funds and accounts and Temasek and others. Following the Sale EQT will hold a c.10% ownership. Bullish $AZE.BR"  
[X Link](https://x.com/evfcfaddict/status/1988524906447818868)  2025-11-12T08:30Z 16.5K followers, 8641 engagements


"German eyewear giant Fielmann $FIE.DE with its lowest valuation since 2004 while ebit estimates going forward are at their highs"  
[X Link](https://x.com/evfcfaddict/status/1991524081154613683)  2025-11-20T15:08Z 16.5K followers, 16.9K engagements


"@_FlorianKoenig $SUP.L $DEF.DE $CSU.TO"  
[X Link](https://x.com/evfcfaddict/status/1997751939161874622)  2025-12-07T19:35Z 16.6K followers, 1662 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@evfcfaddict Avatar @evfcfaddict Andy

Andy posts on X about $drto, $supl, $filami, $azebr the most. They currently have XXXXXX followers and 1573 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +18%
  • X Year XXX +9.30%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.24%
  • X Month XXXXXX +0.60%
  • X Months XXXXXX +6.90%
  • X Year XXXXXX +22%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks travel destinations fashion brands countries

Social topic influence $drto #1, $supl #1, $filami #1, $azebr #1, $bbwsi #1, $tecnsw #1, $odetpa #2, stocks, $ftlf #1, $ivfh #1

Top accounts mentioned or mentioned by @financeschmidt @davidkatunaric @sebkrog @clarksquarecap @memyselfandi006 @alluvialcapital @dsmoak98 @nicholasp66 @toffcap @secrets4stocks @microcapclub @eriksentim @sharogradskym @friendlycapmgmt @gwinvestors @mavixleon @altaycapital @iancassel @cj0pp3l @augustusville

Top assets mentioned Factset Research Systems, Inc. (FDS) Innovative Solutions & Support (ISSC) Tidewater, Inc. (TDW) Diageo plc (DEO) Brown-Forman Corporation Class B (BF.B) Bruker, Corp. (BRKR) Avantor, Inc. (AVTR) Adobe, Inc. (ADBE)

Top Social Posts

Top posts by engagements in the last XX hours

"1/2 Swatch Group $UHR.SW is a perfect example how management can destroy shareholder value with bad capital allocation. Valuation looks very cheap but looking at the margin pressure combined with ever growing netcash and at the same time not doing significant buybacks at these"
X Link 2024-05-22T13:16Z 16.5K followers, 7038 engagements

"Added a bit to $ODET.PA - mispricing vs. $BOL.PA and $UMG is at record highs again likely caused by the lower volumes in combination with broad pressure on French stocks caused by politics"
X Link 2024-06-20T11:24Z 16.5K followers, 4150 engagements

"Lets make a list with the best management teams in micro- small and midcaps I start with XX of my favorites: $FTLF $SUP.L $BELA.AT $VID.MC $LDB.MI $TFF.PA $THEP.PA $IVFH $BBW.SI $RBREW.CO"
X Link 2024-07-31T17:45Z 16.5K followers, 20.3K engagements

"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"
X Link 2024-08-17T15:02Z 16.5K followers, 60.9K engagements

"Another great one from @Abilitato_de - comparison and analysis of the big spirit producers after the recent selloff $CPR.MI $RCO.PA $DEO $BFB $RI.PA $LPE.PA"
X Link 2024-09-25T05:33Z 16.5K followers, 10.9K engagements

"New piece by Ennismore on $DWNI.DE Deutsche Wohnen. Stock is down sub XX again very limited downside I guess. Further news by Vonovia on the topic should be released in first half of November"
X Link 2024-10-08T12:17Z 16.5K followers, 3761 engagements

"Wow even worse than expected $RCO.PA"
X Link 2024-10-25T06:05Z 16.5K followers, 2974 engagements

"Rough times in Europe. Melexis $MELE.BR Davide Campari $CPR.MI with double digit losses after their q3 reports. Former German darling Grenke $GLJ.DE loses 1/4 of its value in early trading"
X Link 2024-10-30T08:36Z 16.5K followers, 13.8K engagements

"Swatch $UHR.SW was dead money for a long time but may finally offer an interesting setup with a huge insider buy in May activist pressure and a founder family that might be willing to sell midterm. Stock is trading 06x P/TBV massive netcash in ;)"
X Link 2025-06-24T20:48Z 16.5K followers, 12.2K engagements

"As some are using me as contra ;) here is a portfolio update in order of size-hope this helps: $FILA.MI $ROVI.MC $ODET.PA $ALCO $BRKR $ITD.MI $ULVR.L $AVTR $2267.T $EVS.BR $VID.MC $SUP.L $TBRG $ALPM.PA $TECN.SW $9928.T $8771.T $KITW.L $CTEC.L $DR.TO $GAMA.L"
X Link 2025-07-28T13:50Z 16.5K followers, 17.6K engagements

"@Daniel___Gordon Long $FILA.MI and $ULVR.L $KRI.AT is on my watchlist and might be interested sub 16"
X Link 2025-09-24T11:37Z 16.5K followers, XXX engagements

"@The_Analyst_Lab of the ones I dont already own atm: $ROG.SW $MUM.DE $KRI.AT"
X Link 2025-09-24T14:02Z 16.5K followers, XXX engagements

"@The_Analyst_Lab got a full position in $AZE.BR (just search the ticker wrote about it multiple times) and a small in $CBE.PA. At some point $SY1G.DE might become interesting"
X Link 2025-09-24T14:34Z 16.5K followers, XXX engagements

"40% off the highs $BC.MI"
X Link 2025-09-25T15:37Z 16.5K followers, 14.1K engagements

"Andritz $ANDR.AT on the lower end of expectations but near record order book volume and confirmation of 2025 and midterm targets:"
X Link 2025-10-30T07:24Z 16.5K followers, 3963 engagements

"What we saw yesterday was the insane power of tax selling and window dressing. Massive selloffs in certain stocks on X news. $TOI.V $CSU.TO $FDS $ADBE and many more. X days left for US funds to clean up.;)"
X Link 2025-10-30T07:36Z 16.5K followers, 24.9K engagements

"Topicus $TOI.V ytd chart looks wild $CSU.TO intraday with a massive down move - very interesting times"
X Link 2025-11-10T19:17Z 16.5K followers, 8183 engagements

"@Secrets4stocks XX% of US fintwit is XX tickers Sir"
X Link 2025-11-24T17:27Z 16.5K followers, 1354 engagements

"@DealintCB congrats on $ALLFG.AS @ClarkSquareCap (hope you were still in)"
X Link 2025-11-28T14:28Z 16.5K followers, XXX engagements

"Whats your top X picks going into 2024 Mine: $DR.TO Medical Facilities $CGM.PA Cegedim $BBW.SI Azeus Systems"
X Link 2023-12-30T08:13Z 16.5K followers, 26.6K engagements

"29/2/24 ytd: XX% Medical Facilities $DR.TO Fitlife Brands $FTLF Azeus Systems $BBW.SI We Connect $ALWEC.PA Brod. Johansen $AOJ $CPH.TO $LDB.MI $KRI.AT $ALPM.PA $3679.T $DUR.AX $HGBL $ISSC $SL.MI $ITRN $9928.T $KINO.L $BHU.SI $PLX.PA $FQT.VI $CEV.HM Cash: 197%"
X Link 2024-02-29T20:55Z 16.5K followers, 13.9K engagements

"31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)"
X Link 2024-05-31T10:28Z 16.5K followers, 12.5K engagements

"Updated figures for $TMV.DE Teamviewer. Growth is clearly slowing but the valuation in combination with the huge buybacks makes it interesting at over XX% FCF yield. I still dont know how sustainable the business/revenue is though"
X Link 2024-09-12T07:10Z 16.5K followers, 4781 engagements

"I know most of you dont like the company but I bought a trading position in Teamviewer $TMV.DE under XX. Numbers look great they continue to grow in the high margin Enterprise Segment and are now trading at a XX% FCF yield debt free in 2-3 years buying back lots of stocks"
X Link 2025-05-07T07:19Z 16.5K followers, 10.1K engagements

"Recent portfolio addition $TECN.SW jumps on new CEO (ex $TMO) announcement:"
X Link 2025-07-10T08:44Z 16.5K followers, 3160 engagements

"A world class one at a decade low valuation $IMCD.AS"
X Link 2025-08-04T07:14Z 16.5K followers, 17.9K engagements

"@everyonehatesp1 @hkuppy Chemicals eg $IMCD.AS would be another subsector"
X Link 2025-08-11T13:41Z 16.5K followers, XXX engagements

"Bought back $AZE.BR cheaper. Took a closer look the last weeks and this looks very compelling midterm. Earnings are near the bottom and PE has already sold a big chunk. ST their selling might limit upside though-happy to make it top X if we get lower"
X Link 2025-08-28T14:28Z 16.5K followers, 5350 engagements

"@mtmmee management does a good job imo. imcd/azelis have deeper moats and relationships vs brenntag"
X Link 2025-08-28T19:23Z 16.5K followers, XXX engagements

"Joel Greenblatt said that he approaches position sizing not in terms of the highest potential upside but by putting the most money into the investments where he believes he wont lose money. This isnt investment advice but I believe FILA fits that category well. Agreed/Long"
X Link 2025-09-11T19:23Z 16.5K followers, 24.7K engagements

"Symrise NTM P/E now at 10y low $SY1.DE"
X Link 2025-09-23T11:16Z 16.6K followers, 4850 engagements

"Nestle NTM P/E now at 10y low $NESN.SW"
X Link 2025-09-24T11:32Z 16.5K followers, 17.3K engagements

"Diasorin NTM P/E now at 10y low $DIA.MI"
X Link 2025-09-25T11:43Z 16.5K followers, 5259 engagements

"Mcap of my current top XX in 6x 300m (2x 1x 1x 1x 1x undisclosed) $FILA.MI sub 400m $APR.WA sub 600m The other X ( $AZE.BR $ROVI.MC ) between 25B and 3B Only large cap I still hold (but maybe sell after the spinoff if the others get even cheaper) is $ULVR.L"
X Link 2025-09-26T05:34Z 16.5K followers, 10.4K engagements

"My favorite company : - XX% of profits are recurring - very loyal customer base - net cash - 10x ev/fcf - XX% ROE - X% dividend - opportunistic buybacks Ennismore (August letter) and @SCapStrategist did writeups recently. $ANDR.VI"
X Link 2025-10-07T13:04Z 16.5K followers, 22.1K engagements

"Sean is back with his H1 letter. One of the best 7y track records you will find: $ISSC $ICCC $SLSN $SNWV @CaptnKirk13"
X Link 2025-10-07T16:50Z 16.6K followers, 44.1K engagements

"@augustusville $MUM.DE $IVFH $FDS $CHD $FI $TECN.SW $4480.T $JDG.L $KITW.L $APR.WA $AZE.BR"
X Link 2025-10-26T07:52Z 16.5K followers, 2725 engagements

"FCF Yields (e) of some European companies that do lot of buybacks: $TMV.DE XX% $TEP.PA XX% $IPS.PA XX% $BEKB.BR XX% No position"
X Link 2025-10-31T14:14Z 16.6K followers, 9911 engagements

"Never catch a falling knife. I bought some $DIA.MI near XX anyway. Highly recurring huge margins finally cheap (although some will say otherwise) given their midterm growth profile and independence from the economy. Old but gold breakdown of the biz:"
X Link 2025-11-06T09:40Z 16.5K followers, 4851 engagements

"@StockMKTNewz XX% $DR.TO XX% $ITD.MI XX% $DEF.DE XX% $FILA.MI XX% $ROVI.MC close to X downside on a 5y horizon XX% it will beat the market with 1/3 its vola"
X Link 2025-11-08T14:11Z 16.5K followers, 4270 engagements

"I like $TECN.SW here. Just retested April lows while new management initiated a buyback programme. Company has a history of creating shareholder value a netcash balance sheet and a near decade low valuation at 14x ev/fcf while having a best in class product portfolio"
X Link 2025-11-10T17:35Z 16.5K followers, 11.1K engagements

"EQT is pleased to announce it has signed a definitive agreement to sell c. XX million shares in Azelis to JNE Partners First Pacific Advisors LP's managed funds and accounts and Temasek and others. Following the Sale EQT will hold a c.10% ownership. Bullish $AZE.BR"
X Link 2025-11-12T08:30Z 16.5K followers, 8641 engagements

"German eyewear giant Fielmann $FIE.DE with its lowest valuation since 2004 while ebit estimates going forward are at their highs"
X Link 2025-11-20T15:08Z 16.5K followers, 16.9K engagements

"@_FlorianKoenig $SUP.L $DEF.DE $CSU.TO"
X Link 2025-12-07T19:35Z 16.6K followers, 1662 engagements

@evfcfaddict
/creator/twitter::evfcfaddict