[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 Andy Andy posts on X about $supl, $alpmpa, $brkr, $kitwl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::3656110581/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +53% - X Months XXXXXXXXX +21% - X Year XXXXXXXXX +9.40% ### Mentions: XX [#](/creator/twitter::3656110581/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +35% - X Year XXX +22% ### Followers: XXXXXX [#](/creator/twitter::3656110581/followers)  - X Week XXXXXX +0.59% - X Month XXXXXX +1.50% - X Months XXXXXX +12% - X Year XXXXXX +37% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3656110581/influencer_rank)  ### Social Influence [#](/creator/twitter::3656110581/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [countries](/list/countries) XXX% **Social topic influence** [$supl](/topic/$supl) 6.55%, [$alpmpa](/topic/$alpmpa) 5.95%, [$brkr](/topic/$brkr) 5.95%, [$kitwl](/topic/$kitwl) 5.36%, [$drto](/topic/$drto) 5.36%, [$evsbr](/topic/$evsbr) 5.36%, [$vidmc](/topic/$vidmc) 5.36%, [$ulvrl](/topic/$ulvrl) 4.76%, [$itdmi](/topic/$itdmi) 4.76%, [$tmo](/topic/$tmo) XXXX% **Top accounts mentioned or mentioned by** [@sebkrog](/creator/undefined) [@govro12](/creator/undefined) [@returnsjourney](/creator/undefined) [@atelicinvest](/creator/undefined) [@toffcap](/creator/undefined) [@sharogradskym](/creator/undefined) [@laudasteo](/creator/undefined) [@arneulland](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@orpingtonplc](/creator/undefined) [@lingams](/creator/undefined) [@bod11111](/creator/undefined) [@eriksentim](/creator/undefined) [@maverick_equity](/creator/undefined) [@jam_invest](/creator/undefined) [@secrets4stocks](/creator/undefined) [@fwenen](/creator/undefined) [@gwinvestors](/creator/undefined) [@diegobmilano](/creator/undefined) [@jrp980](/creator/undefined) **Top assets mentioned** [Bruker, Corp. (BRKR)](/topic/$brkr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Avantor, Inc. (AVTR)](/topic/$avtr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Unilever plc (UL)](/topic/$ul) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Danaher Corporation (DHR)](/topic/$dhr) [Kimberly Clark Corp (KMB)](/topic/$kmb) [British American Tobacco (BTI)](/topic/$bti) [Hormel Foods Corp (HRL)](/topic/$hrl) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Clorox Co (CLX)](/topic/$clx) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Diageo plc (DEO)](/topic/$deo) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Kraft Heinz Co (KHC)](/topic/$khc) [Tidewater, Inc. (TDW)](/topic/$tdw) ### Top Social Posts [#](/creator/twitter::3656110581/posts) --- Top posts by engagements in the last XX hours "Today $PEP joined $UL $NESN.SW $RKT.L $CLX $BUD $MKC $DEO $TSN $HRL $HEIA $BTI $KMB $KHC in the negative on a 5y timeframe club. Consumer staples are dead long live consumer staples"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1886897370350129455) 2025-02-04 21:59:24 UTC 15.8K followers, 16.7K engagements "No matter how great a company is one day the stock will go down/sideways for years-even if earnings go up. Its caused by a sector/temp growth weakness-or the valuation went too high. Fintwit will tell you management lost it its dead money. This is the time to look closer"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943720755692236844) 2025-07-11 17:15:15 UTC 15.8K followers, 4408 engagements "Yakult Honsha $2267.T is giving me a bit of Kri-Kri vibes with a unique product lots of temporary capex for abroad expansion and a long term thinking management. Trading at lowest multiples in a long time net cash nearing DD shareholder yield and benefitting from weak"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943235801053114500) 2025-07-10 09:08:13 UTC 15.8K followers, 9106 engagements "Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1824824052139036983) 2024-08-17 15:02:12 UTC 15.8K followers, 60.7K engagements "Azelis Bruker Defama Envipco EVS FILA Intred Kri-Kri Odet Precia Rovi Supreme Teamviewer USU Vidrala Vodafone"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1921156583293149362) 2025-05-10 10:53:17 UTC 15.8K followers, 12.9K engagements "Buying companies lead by great capital allocators-who work for their shareholders and not against them-makes it easier to get patient because time is on your side. While the market is near ATHs fantastic companies continue to get sold off due to temporary headwinds. Im buying"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945505810462748702) 2025-07-16 15:28:25 UTC 15.8K followers, 7248 engagements "Guys my watchlist is pretty emptylets collect ideas: - 500M $ Mcap - no dilution - 10x 2025 ebit/fcf - no/low debt - relatively low earnings volatility Ill start with $KRI.AT"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1760335361182400517) 2024-02-21 16:07:10 UTC 15.8K followers, 72.6K engagements "For the few of you who consider HK as investable First pacific $0142.HK $FPAFY may be worth a look. There is this massively underfollowed talented young fund manager @diegobmilano. He writes great fund letters (link in his bio). In the last one he describes $0142.HK as follows"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1742637889144410526) 2024-01-03 20:03:44 UTC 15.8K followers, 5823 engagements "@satsfilip $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945510882194137478) 2025-07-16 15:48:34 UTC 15.8K followers, 1094 engagements "31/7/24 ytd XX% XX% Cash $DUR.AX $DR.TO $PLX.PA $KITW.L $SUP.L $ODET.PA $IMB.AX $9364.T $BBW.SI $ALPM.PA $ALWEC.PA $IVFH $KRI.AT $JAKK $3679.T $CEV.HM Basket (9312/5658/8046/6964/3765/7122/9845/9872)"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818610176968077589) 2024-07-31 11:30:28 UTC 15.8K followers, 11.1K engagements "@Stocks4y $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW to name a few"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945510846802653588) 2025-07-16 15:48:26 UTC 15.8K followers, 1018 engagements "@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946658827077914715) 2025-07-19 19:50:06 UTC 15.8K followers, 7487 engagements "Either I got the numbers wrong or the RBC Analyst 🤔 If we value Indian sub with just XX% value its still XX% cheaper than less growing Nestle. CEO is doing a great job. Reckitt similar valued with possible more US court action. US peers way more expensive. $ULVR.L $RKT.L $PEP"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1876333939570425866) 2025-01-06 18:24:06 UTC 15.8K followers, 3609 engagements "@CompTortoise $THEP.PA $AOJ $KRI.AT $AAD.DE $TFF.PA $ADM.L $REL.L $SPX.L $RBREW.CO $CPR.MI $EXPN.L To name a few"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1778141121132056953) 2024-04-10 19:20:54 UTC 15.8K followers, 3056 engagements "@LaudaSteo Geduld und kein FOMO ;) - hier ein paar Kandidaten: Tech/Telko: $EVS.BR $GAMA.L $VOD.L $ITD.MI Staples: $ULVR.L $FILA.MI $SUP.L Immo: $DEF.DE Pharma: $BRKR $ROVI.MC $TMO $ROG.SW $DR.TO $SN.L $DIA.MI $ICLR $BDX $MRK.DE Indu: $ALPM.PA $VID.MC $ODET.PA $LDB.MI $MMK.VI"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1922926885077454863) 2025-05-15 08:07:50 UTC 15.8K followers, 1926 engagements "If a had to own X large cap stock at current prices I would probably choose $ULVR.L Unilever. New management is top notch they are well positioned in EM and if we add their stake in Indian sub Hindustan Unilever (worth 33B) they are debt free and trading at 9x ev/ebit"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1856786173772902660) 2024-11-13 19:48:15 UTC 15.8K followers, 11.6K engagements "Laughing Water @LaughingH20Cap H1 letter is up:"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947650475236724952) 2025-07-22 13:30:33 UTC 15.8K followers, 5024 engagements "@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943230176952742227) 2025-07-10 08:45:52 UTC 15.8K followers, XXX engagements "@SReasearch63844 $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW to name a few"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945510808663797912) 2025-07-16 15:48:17 UTC 15.8K followers, XXX engagements "@eriksen_tim I only know that kind of (nearly non existent) premia from Italy"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947287265765457969) 2025-07-21 13:27:17 UTC 15.8K followers, 1996 engagements "@Vysse36 Check it every month :) thx 🙏 No need for a name :). Its the actions of the management that are the most important factor for me. In smallcaps they can do wonders if they are great (see longterm charts of eg $FTLF $BBW.SI $ALPM.PA $KRI.AT $VID.MC $TFF.PA $BELA.AT $THEP.PA)"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818702166908928328) 2024-07-31 17:36:01 UTC 15.8K followers, 1403 engagements "@david_katunaric starters: $ENVI.AS $FMX $ITM.MI $BB.PA $TEVA $AZE.BR $KITW.L added to: $ROVI.MC would love to add to most if my positions cheaper"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1899170574645276685) 2025-03-10 18:48:44 UTC 15.8K followers, 6204 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"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818704586204455204) 2024-07-31 17:45:37 UTC 15.8K followers, 20.2K engagements "Closing the books for Q1. Up X% ytd. Holdings in order of size: $FILA.MI $ROVI.MC $EVS.BR $KRI.AT $DEF.DE $DR.TO $HEIO.AS $ENVI.AS $CBE.PA $ODET.PA $VID.MC $SUP.L $UD.MI $BB.PA $OSP2.HM $FMX $KITW.L $AZE.BR $ITD.MI $MACF.L $THEP.PA $ALPM.PA $ENGH.TO $BRKR $TRI.L XXX% Cash"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1905314594530492710) 2025-03-27 17:42:53 UTC 15.8K followers, 11.8K engagements "H1/2025: +6% () +19% ($) $FILA.MI $EVS.BR $ROVI.MC $ODET.PA $ALCO $BRKR $DEF.DE $ULVR.L 🏴 $VETO.PA $VID.MC $DR.TO $CEV.HM $AVTR $FTLF $TMO $FMX $CZBS $GAMA.L $IVFH $ITD.MI XX% Cash"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1939727971025306034) 2025-06-30 16:49:21 UTC 15.8K followers, 16.5K engagements "28/6/24 ytd XX% (117% after tax) XX% Cash $DUR.AX $DR.TO $ALWEC.PA $EBRO.MC $BBW.SI $ODET.PA $ALPM.PA $PLX.PA $SUP.L $IMB.AX $IVFH $KRI.AT $JAKK $KITW.L $9364.T $ALLFG.AS $3679.T $BHU.SI $2GB.DE $AAD.DE $EVS.BR $CEV.HM Basket (9845/3765/6864/7122/9312)"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1806731942173307144) 2024-06-28 16:50:37 UTC 15.8K followers, 16.4K engagements "1/2 Here are some tickers we talked about in yesterdays space (you can find the recording in the first tweet of my account) - feel free to discuss them and ask questions @Picolinie: $KSPI $CHEMM $DHR $SDI.L $TMO $CPH.TO $KEYS.L @FoxCastlehold: $ODET.PA $VIV.PA $MMB.PA $BOL.PA"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1666329405977681922) 2023-06-07 06:21:03 UTC 15.8K followers, 17.2K engagements "We are within the most intense Q3 earnings days in Europe.besides Crayon some other big moves: $RBREW.CO -XX% $JDC.DE -XX% $ABN.AS -X% $AD.AS -X% $PNDORA.CO +7% $GMAB +9% $VWS.CO +9% $MKS.L +11%"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1722225932923293771) 2023-11-08 12:13:54 UTC 15.8K followers, 4280 engagements "Healthcare is at the lowest ever valuation vs the broad market. Healthcare massively outperformed 2000-2003 2008 and 2018. Picks and shovels are at multiyear valuation lows while being at or near a cyclical earnings low. What a setup friends"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946655401484714364) 2025-07-19 19:36:29 UTC 15.8K followers, 68.8K engagements "@value_bridge_co $TBRG $IVFH $ITD.MI $SUP.L $DR.TO $KITW.L $FTLF $DEF.DE $ACNT"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946996615195283481) 2025-07-20 18:12:21 UTC 15.8K followers, XXX engagements "31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1796488909096149129) 2024-05-31 10:28:27 UTC 15.8K followers, 12.4K engagements "As everyone is asking for ytd figures lately here we go: YTD: X% $EVS.BR $FILA.MI $KRI.AT $DEF.DE $HEIO.AS $CZBS $ODET.PA $VID.MC $CBE.PA $OSP2.HM $UD.MI $ENVI.AS $FTLF $ROVI.MC $BIC.PA $FMX $TEVA $ITD.MI $BRKR $THEP.PA $MACF.L $ALPM.PA $ENGH.TO $TRI.L Cash: 233%"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1897929962138542564) 2025-03-07 08:38:59 UTC 15.8K followers, 16K engagements "S&P $SPX flat with Healthcare ETF $XLV up XX% feels a bit unreal to me. This blind dumping of $DHR and peers pre market might have been peak pessimism - time will show"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947655991761506552) 2025-07-22 13:52:28 UTC 15.8K followers, 3320 engagements "Avantor $AVTR with a new CEO - vita sounds great to me - selloff might be driven by their edu/gov biz as $BRKR warned today"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947291954036805768) 2025-07-21 13:45:55 UTC 15.8K followers, 2813 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.]
Andy posts on X about $supl, $alpmpa, $brkr, $kitwl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXX% countries XXX%
Social topic influence $supl 6.55%, $alpmpa 5.95%, $brkr 5.95%, $kitwl 5.36%, $drto 5.36%, $evsbr 5.36%, $vidmc 5.36%, $ulvrl 4.76%, $itdmi 4.76%, $tmo XXXX%
Top accounts mentioned or mentioned by @sebkrog @govro12 @returnsjourney @atelicinvest @toffcap @sharogradskym @laudasteo @arneulland @joinyellowbrick @orpingtonplc @lingams @bod11111 @eriksentim @maverick_equity @jam_invest @secrets4stocks @fwenen @gwinvestors @diegobmilano @jrp980
Top assets mentioned Bruker, Corp. (BRKR) Thermo Fisher Scientific Inc. (TMO) FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX) Avantor, Inc. (AVTR) PepsiCo, Inc. (PEP) Unilever plc (UL) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Danaher Corporation (DHR) Kimberly Clark Corp (KMB) British American Tobacco (BTI) Hormel Foods Corp (HRL) Tyson Foods, Inc. (TSN) Clorox Co (CLX) Anheuser-Busch INBEV SA/NV (BUD) McCormick & Company, Incorporated (MKC) Diageo plc (DEO) HEICO CORP CL A (HEI.A) Kraft Heinz Co (KHC) Tidewater, Inc. (TDW)
Top posts by engagements in the last XX hours
"Today $PEP joined $UL $NESN.SW $RKT.L $CLX $BUD $MKC $DEO $TSN $HRL $HEIA $BTI $KMB $KHC in the negative on a 5y timeframe club. Consumer staples are dead long live consumer staples" @evfcfaddict on X 2025-02-04 21:59:24 UTC 15.8K followers, 16.7K engagements
"No matter how great a company is one day the stock will go down/sideways for years-even if earnings go up. Its caused by a sector/temp growth weakness-or the valuation went too high. Fintwit will tell you management lost it its dead money. This is the time to look closer" @evfcfaddict on X 2025-07-11 17:15:15 UTC 15.8K followers, 4408 engagements
"Yakult Honsha $2267.T is giving me a bit of Kri-Kri vibes with a unique product lots of temporary capex for abroad expansion and a long term thinking management. Trading at lowest multiples in a long time net cash nearing DD shareholder yield and benefitting from weak" @evfcfaddict on X 2025-07-10 09:08:13 UTC 15.8K followers, 9106 engagements
"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours" @evfcfaddict on X 2024-08-17 15:02:12 UTC 15.8K followers, 60.7K engagements
"Azelis Bruker Defama Envipco EVS FILA Intred Kri-Kri Odet Precia Rovi Supreme Teamviewer USU Vidrala Vodafone" @evfcfaddict on X 2025-05-10 10:53:17 UTC 15.8K followers, 12.9K engagements
"Buying companies lead by great capital allocators-who work for their shareholders and not against them-makes it easier to get patient because time is on your side. While the market is near ATHs fantastic companies continue to get sold off due to temporary headwinds. Im buying" @evfcfaddict on X 2025-07-16 15:28:25 UTC 15.8K followers, 7248 engagements
"Guys my watchlist is pretty emptylets collect ideas: - 500M $ Mcap - no dilution - 10x 2025 ebit/fcf - no/low debt - relatively low earnings volatility Ill start with $KRI.AT" @evfcfaddict on X 2024-02-21 16:07:10 UTC 15.8K followers, 72.6K engagements
"For the few of you who consider HK as investable First pacific $0142.HK $FPAFY may be worth a look. There is this massively underfollowed talented young fund manager @diegobmilano. He writes great fund letters (link in his bio). In the last one he describes $0142.HK as follows" @evfcfaddict on X 2024-01-03 20:03:44 UTC 15.8K followers, 5823 engagements
"@satsfilip $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW" @evfcfaddict on X 2025-07-16 15:48:34 UTC 15.8K followers, 1094 engagements
"31/7/24 ytd XX% XX% Cash $DUR.AX $DR.TO $PLX.PA $KITW.L $SUP.L $ODET.PA $IMB.AX $9364.T $BBW.SI $ALPM.PA $ALWEC.PA $IVFH $KRI.AT $JAKK $3679.T $CEV.HM Basket (9312/5658/8046/6964/3765/7122/9845/9872)" @evfcfaddict on X 2024-07-31 11:30:28 UTC 15.8K followers, 11.1K engagements
"@Stocks4y $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW to name a few" @evfcfaddict on X 2025-07-16 15:48:26 UTC 15.8K followers, 1018 engagements
"@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist" @evfcfaddict on X 2025-07-19 19:50:06 UTC 15.8K followers, 7487 engagements
"Either I got the numbers wrong or the RBC Analyst 🤔 If we value Indian sub with just XX% value its still XX% cheaper than less growing Nestle. CEO is doing a great job. Reckitt similar valued with possible more US court action. US peers way more expensive. $ULVR.L $RKT.L $PEP" @evfcfaddict on X 2025-01-06 18:24:06 UTC 15.8K followers, 3609 engagements
"@CompTortoise $THEP.PA $AOJ $KRI.AT $AAD.DE $TFF.PA $ADM.L $REL.L $SPX.L $RBREW.CO $CPR.MI $EXPN.L To name a few" @evfcfaddict on X 2024-04-10 19:20:54 UTC 15.8K followers, 3056 engagements
"@LaudaSteo Geduld und kein FOMO ;) - hier ein paar Kandidaten: Tech/Telko: $EVS.BR $GAMA.L $VOD.L $ITD.MI Staples: $ULVR.L $FILA.MI $SUP.L Immo: $DEF.DE Pharma: $BRKR $ROVI.MC $TMO $ROG.SW $DR.TO $SN.L $DIA.MI $ICLR $BDX $MRK.DE Indu: $ALPM.PA $VID.MC $ODET.PA $LDB.MI $MMK.VI" @evfcfaddict on X 2025-05-15 08:07:50 UTC 15.8K followers, 1926 engagements
"If a had to own X large cap stock at current prices I would probably choose $ULVR.L Unilever. New management is top notch they are well positioned in EM and if we add their stake in Indian sub Hindustan Unilever (worth 33B) they are debt free and trading at 9x ev/ebit" @evfcfaddict on X 2024-11-13 19:48:15 UTC 15.8K followers, 11.6K engagements
"Laughing Water @LaughingH20Cap H1 letter is up:" @evfcfaddict on X 2025-07-22 13:30:33 UTC 15.8K followers, 5024 engagements
"@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L" @evfcfaddict on X 2025-07-10 08:45:52 UTC 15.8K followers, XXX engagements
"@SReasearch63844 $CTEC.L $ITD.MI $FILA.MI $BRKR $GAMA.L $TMO $VID.MC $ULVR.L $SUP.L $BERNER-B.ST $EVS.BR $FMX $ALPM.PA $KITW.L $TECN.SW to name a few" @evfcfaddict on X 2025-07-16 15:48:17 UTC 15.8K followers, XXX engagements
"@eriksen_tim I only know that kind of (nearly non existent) premia from Italy" @evfcfaddict on X 2025-07-21 13:27:17 UTC 15.8K followers, 1996 engagements
"@Vysse36 Check it every month :) thx 🙏 No need for a name :). Its the actions of the management that are the most important factor for me. In smallcaps they can do wonders if they are great (see longterm charts of eg $FTLF $BBW.SI $ALPM.PA $KRI.AT $VID.MC $TFF.PA $BELA.AT $THEP.PA)" @evfcfaddict on X 2024-07-31 17:36:01 UTC 15.8K followers, 1403 engagements
"@david_katunaric starters: $ENVI.AS $FMX $ITM.MI $BB.PA $TEVA $AZE.BR $KITW.L added to: $ROVI.MC would love to add to most if my positions cheaper" @evfcfaddict on X 2025-03-10 18:48:44 UTC 15.8K followers, 6204 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" @evfcfaddict on X 2024-07-31 17:45:37 UTC 15.8K followers, 20.2K engagements
"Closing the books for Q1. Up X% ytd. Holdings in order of size: $FILA.MI $ROVI.MC $EVS.BR $KRI.AT $DEF.DE $DR.TO $HEIO.AS $ENVI.AS $CBE.PA $ODET.PA $VID.MC $SUP.L $UD.MI $BB.PA $OSP2.HM $FMX $KITW.L $AZE.BR $ITD.MI $MACF.L $THEP.PA $ALPM.PA $ENGH.TO $BRKR $TRI.L XXX% Cash" @evfcfaddict on X 2025-03-27 17:42:53 UTC 15.8K followers, 11.8K engagements
"H1/2025: +6% () +19% ($) $FILA.MI $EVS.BR $ROVI.MC $ODET.PA $ALCO $BRKR $DEF.DE $ULVR.L 🏴 $VETO.PA $VID.MC $DR.TO $CEV.HM $AVTR $FTLF $TMO $FMX $CZBS $GAMA.L $IVFH $ITD.MI XX% Cash" @evfcfaddict on X 2025-06-30 16:49:21 UTC 15.8K followers, 16.5K engagements
"28/6/24 ytd XX% (117% after tax) XX% Cash $DUR.AX $DR.TO $ALWEC.PA $EBRO.MC $BBW.SI $ODET.PA $ALPM.PA $PLX.PA $SUP.L $IMB.AX $IVFH $KRI.AT $JAKK $KITW.L $9364.T $ALLFG.AS $3679.T $BHU.SI $2GB.DE $AAD.DE $EVS.BR $CEV.HM Basket (9845/3765/6864/7122/9312)" @evfcfaddict on X 2024-06-28 16:50:37 UTC 15.8K followers, 16.4K engagements
"1/2 Here are some tickers we talked about in yesterdays space (you can find the recording in the first tweet of my account) - feel free to discuss them and ask questions @Picolinie: $KSPI $CHEMM $DHR $SDI.L $TMO $CPH.TO $KEYS.L @FoxCastlehold: $ODET.PA $VIV.PA $MMB.PA $BOL.PA" @evfcfaddict on X 2023-06-07 06:21:03 UTC 15.8K followers, 17.2K engagements
"We are within the most intense Q3 earnings days in Europe.besides Crayon some other big moves: $RBREW.CO -XX% $JDC.DE -XX% $ABN.AS -X% $AD.AS -X% $PNDORA.CO +7% $GMAB +9% $VWS.CO +9% $MKS.L +11%" @evfcfaddict on X 2023-11-08 12:13:54 UTC 15.8K followers, 4280 engagements
"Healthcare is at the lowest ever valuation vs the broad market. Healthcare massively outperformed 2000-2003 2008 and 2018. Picks and shovels are at multiyear valuation lows while being at or near a cyclical earnings low. What a setup friends" @evfcfaddict on X 2025-07-19 19:36:29 UTC 15.8K followers, 68.8K engagements
"@value_bridge_co $TBRG $IVFH $ITD.MI $SUP.L $DR.TO $KITW.L $FTLF $DEF.DE $ACNT" @evfcfaddict on X 2025-07-20 18:12:21 UTC 15.8K followers, XXX engagements
"31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)" @evfcfaddict on X 2024-05-31 10:28:27 UTC 15.8K followers, 12.4K engagements
"As everyone is asking for ytd figures lately here we go: YTD: X% $EVS.BR $FILA.MI $KRI.AT $DEF.DE $HEIO.AS $CZBS $ODET.PA $VID.MC $CBE.PA $OSP2.HM $UD.MI $ENVI.AS $FTLF $ROVI.MC $BIC.PA $FMX $TEVA $ITD.MI $BRKR $THEP.PA $MACF.L $ALPM.PA $ENGH.TO $TRI.L Cash: 233%" @evfcfaddict on X 2025-03-07 08:38:59 UTC 15.8K followers, 16K engagements
"S&P $SPX flat with Healthcare ETF $XLV up XX% feels a bit unreal to me. This blind dumping of $DHR and peers pre market might have been peak pessimism - time will show" @evfcfaddict on X 2025-07-22 13:52:28 UTC 15.8K followers, 3320 engagements
"Avantor $AVTR with a new CEO - vita sounds great to me - selloff might be driven by their edu/gov biz as $BRKR warned today" @evfcfaddict on X 2025-07-21 13:45:55 UTC 15.8K followers, 2813 engagements
/creator/twitter::evfcfaddict