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

Andy posts on X about stocks, debt, $drto, money the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [------] -4.70%
- [--] Month [-------] +15%
- [--] Months [---------] -43%
- [--] Year [---------] -30%

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

- [--] Week [--] -62%
- [--] Month [---] -41%
- [--] Months [---] +22%
- [--] Year [---] -0.41%

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

- [--] Week [------] -0.02%
- [--] Month [------] -0.01%
- [--] Months [------] +5.20%
- [--] Year [------] +16%

### CreatorRank: [---------] [#](/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)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[stocks](/topic/stocks), [debt](/topic/debt), [$drto](/topic/$drto) #1, [money](/topic/money), [$kriat](/topic/$kriat) #1, [$ftlf](/topic/$ftlf), [$ivfh](/topic/$ivfh), [$filami](/topic/$filami), [$supl](/topic/$supl) #2, [$brkr](/topic/$brkr)

**Top accounts mentioned or mentioned by**
[@davidkatunaric](/creator/undefined) [@financeschmidt](/creator/undefined) [@sebkrog](/creator/undefined) [@alluvialcapital](/creator/undefined) [@clarksquarecap](/creator/undefined) [@memyselfandi006](/creator/undefined) [@dsmoak98](/creator/undefined) [@nicholasp66](/creator/undefined) [@toffcap](/creator/undefined) [@gwinvestors](/creator/undefined) [@microcapclub](/creator/undefined) [@govro12](/creator/undefined) [@secrets4stocks](/creator/undefined) [@iancassel](/creator/undefined) [@diegobmilano](/creator/undefined) [@hurdlerate](/creator/undefined) [@eriksentim](/creator/undefined) [@mavixleon](/creator/undefined) [@sharogradskym](/creator/undefined) [@friendlycapmgmt](/creator/undefined)

**Top assets mentioned**
[Bruker, Corp. (BRKR)](/topic/$brkr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Danaher Corporation (DHR)](/topic/$dhr) [Avantor, Inc. (AVTR)](/topic/$avtr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [British American Tobacco (BTI)](/topic/$bti) [Unilever plc (UL)](/topic/$ul)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@PartnershipInv $NUMND $KSPI $TCS (Group) $WINE.L $ENTER.AT $EPSIL.AT $ALFOC.PA $CTS.TO $SDI.L $EVO $CHEMMO $SUS.ST $AZT $SEDANA.ST"  
[X Link](https://x.com/evfcfaddict/status/1450347124575678464)  2021-10-19T06:24Z 16K followers, [--] engagements


"@HariSeldomRight @5hadowart if you really want that kind of stocks you should def take a look at $ntnx $pins and $frog - all are already fcf positive with high margins to ramp fcf up in the next years plus still growing revenues double digit for years to come. More conservative tech at bargain levels:"  
[X Link](https://x.com/evfcfaddict/status/1504063704115077122)  2022-03-16T11:55Z 15.8K followers, [--] engagements


"@HariSeldomRight @5hadowart $pite from italy and $cts.to"  
[X Link](https://x.com/evfcfaddict/status/1504063823933755392)  2022-03-16T11:55Z 15.8K followers, [--] engagements


"Depot End of May: ytd -99% nach Gre: $0P0001CN67.F $CASH $CTS.TO $CEV.HM $GOOG $DWNI.DE $SEB.MI $ROG.SW $BOL.PA $ALITL $PSST $TLGO $TESB $EQS.DE $IFA.HM $FLOW.AS $PITE.MI $DGV.MI $AZT.OL $MHH $JAKK $DSKE $AGFB.BR $PINS $WINE.L $HOLN.SW $INVE.ST $JDC.DE $HEI.DE $CLPT $KINO.L"  
[X Link](https://x.com/evfcfaddict/status/1531911018913447937)  2022-06-01T08:10Z 16K followers, [--] engagements


"@CJ0pp3l Zuerich"  
[X Link](https://x.com/evfcfaddict/status/1558066051694354432)  2022-08-12T12:21Z 15.6K followers, [--] engagements


"@European_DGI in case you missed it @memyselfandi006 did a writeup on it: https://valueandopportunity.com/2022/12/12/dcc-plc-isin-ie0002424939-extremely-unsexy-business-meets-sexy-track-record-at-a-super-sexy-valuation/ https://valueandopportunity.com/2022/12/12/dcc-plc-isin-ie0002424939-extremely-unsexy-business-meets-sexy-track-record-at-a-super-sexy-valuation/"  
[X Link](https://x.com/evfcfaddict/status/1605156557829931008)  2022-12-20T11:02Z 16.2K followers, [--] engagements


"1/2 Performance 2022: -1087%; Positionen nach Gre: 4%: Roche/Euronext/Nippon Sanso/Bayer; 3-4%: Unilever/Charles River Labs/Centrotec/Clearvise/Hochtief/Thermo Fisher/West Pharma/Mediaset Espana/Fortinet/Kabel Deutschland/Intertek/Sony/Reckitt Benckiser/Edwards Lifesciences/"  
[X Link](https://x.com/evfcfaddict/status/1608941181572100096)  2022-12-30T21:40Z 14.6K followers, 11.6K engagements


"@CJ0pp3l My current US holdings: $CRL $GOOG $WST $TMO $DHR $EW - long term they should all do very well imo"  
[X Link](https://x.com/evfcfaddict/status/1612425159431815168)  2023-01-09T12:24Z 14.8K followers, [----] engagements


"1/6 Nachkauf $BAT + Neukauf $ROVI - Rovi ist ein spanisches Pharmaunternehmen ca. [--] Mrd. Mcap mit 20% FCF Marge. Heuer wird der Gewinn/Umsatz etwas rcklufig sein nchstes Jahr voraussichtlich wieder nahe am heurigen Rekordjahr dann sollten wir ca. bei ev/fcf von [--] sein"  
[X Link](https://x.com/anyuser/status/1612756319936692224)  2023-01-10T10:20Z 16.8K followers, 21.9K engagements


"Nie zuvor waren Bewertungsunterschiede zw. coolen Aktien (Nvidia/Tesla/Netflix) und kleinen Unaufflligen grer. Ich hab grad wieder bei einem den ich hier schon mehrmals empfohlen habe im Substack eine wenig konjunktursensible Aktie mit 20% Ebitmarge bei ev/ebit [--] gefunden 😱"  
[X Link](https://x.com/evfcfaddict/status/1632807925361115136)  2023-03-06T18:18Z 12.7K followers, [--] engagements


"Nvidia $NVDA 45% Ebitmarge 25x ev/sales steigt tglich fast auf ATH Japanischer Smallcap mit 45% Ebitmarge 6x ev/ebit 50% unter ATH nahe 52w low"  
[X Link](https://x.com/evfcfaddict/status/1659211488459096064)  2023-05-18T14:57Z [----] followers, [--] engagements


"@RodAlzmann $nvda"  
[X Link](https://x.com/evfcfaddict/status/1660351985785225216)  2023-05-21T18:28Z [----] followers, [--] engagements


"Pure insanity $NVDA"  
[X Link](https://x.com/evfcfaddict/status/1660735204674228233)  2023-05-22T19:51Z [----] followers, [--] engagements


"2/6 Bewertung ist durch den Techabverkauf auf ev/ebit Basis sogar noch etwas gnstiger geworden als zB [----] (trotz hherer Marge). Das ist auch $UNH nicht entgangen. Eine Tochter von United Health hat im Juni [----] die bernahme von $EMIS.L bekanntgegeben. Der Kurs stieg von 15"  
[X Link](https://x.com/evfcfaddict/status/1661309460202102785)  2023-05-24T09:53Z [----] followers, [--] engagements


"3/6 nahe zum bernahmepreis auf [--] an. Ende Mrz dann das Veto der englischen Wettbewerbsbehrde in Runde [--]. Daraufhin ein Nachbesserungsvorschlag (Verkauf eines Unternehmensteiles) von $UNH. Die Aufsichtsbehrde will dennoch weiter prfen (Runde [--] ;)). Daraufhin hat man den"  
[X Link](https://x.com/evfcfaddict/status/1661309462290784256)  2023-05-24T09:53Z [----] followers, [--] engagements


"Emis 2022er Zahlen im Rahmen der Erwartungen: Zur bernahme: "EMIS now expects the Scheme to become effective in Q4 [----] or Q1 2024" "EMIS team fully focussed on successful engagement with the CMA in collaboration with UnitedHealth Group""  
[X Link](https://x.com/evfcfaddict/status/1661634472356327425)  2023-05-25T07:25Z [----] followers, [--] engagements


"Lange Zeit war $ADBE das Sorgenkind in vielen Depots. Seit Mittwoch Abend ist das vorbei Adobe ist jetzt ein AI Stock geworden eine Gewinneraktie - es war bis Mittwoch halt einfach niemand aufgefallen🌷"  
[X Link](https://x.com/evfcfaddict/status/1662166010831437859)  2023-05-26T18:37Z [----] followers, [---] engagements


"Oh well $AI like tulips in Amsterdam"  
[X Link](https://x.com/evfcfaddict/status/1663785838273089540)  2023-05-31T05:53Z 14.6K followers, [----] engagements


"Es heit ja immer man solle Gewinner laufen lassen und Verlierer verkaufen. Mal sehen wie das altert wenn wir $BTI bei [--] verkaufen wrden und $NVDA bei [---] behalten"  
[X Link](https://x.com/anyuser/status/1663786361646718977)  2023-05-31T05:55Z [--] followers, [--] engagements


"@Nedflanders2907 Theoretisch;) - habe $BTI und keine $NVDA - werde lieber langsam reich als schnell 🤩"  
[X Link](https://x.com/evfcfaddict/status/1663787904609538048)  2023-05-31T06:02Z [----] followers, [--] engagements


"@greentardscycle Klar am Ende des Tages ist es sektorintern immer die Frage wieviel (in dem Fall operative Outperformance von $PM) eingepreist ist"  
[X Link](https://x.com/evfcfaddict/status/1664012406140313600)  2023-05-31T20:54Z [----] followers, [--] engagements


"@greentardscycle Das preist der Markt ein - ob $PM aber mit steigender Konkurrenz die aktuellen Bruttomargen bei Smoke Free halten kann ist fr mich die grte Ungewisse in der Gleichung"  
[X Link](https://x.com/evfcfaddict/status/1664013992933699585)  2023-05-31T21:00Z [----] followers, [--] engagements


"In [--] hours we will laugh (about my english skills) we will cry cause we dont own $nvda and value is dead again. And we will love to answer all your questions and discuss with you Join us on my 1st international space in English:"  
[X Link](https://x.com/evfcfaddict/status/1665783137891147784)  2023-06-05T18:10Z [----] followers, [--] engagements


"3/3 Branchen - ausnahmslos. Im Cloudbereich sehen wir das auch langsam und irgendwann ist es auch mit KI-Bereich sowie bei Diabetes so weit - hohe Margen bleiben nie ohne Konkurrenz. Daher sehe ich das Einpreisen von jahrzehntelangem Wachstum (vgl. $NVDA) immer extrem kritisch"  
[X Link](https://x.com/evfcfaddict/status/1670031410072104962)  2023-06-17T11:32Z [----] followers, [----] engagements


"@CJ0pp3l Long $gigsek (cheap growing spinoff incoming) and $eric.st (65x ev/ebit oligopol no one cares atm)"  
[X Link](https://x.com/evfcfaddict/status/1672970155607949313)  2023-06-25T14:09Z 16.1K followers, [----] engagements


"Ich war ein paar Stunden weg-was ist denn hier los 🧐 $NVDA"  
[X Link](https://x.com/evfcfaddict/status/1673369455999561728)  2023-06-26T16:35Z [----] followers, [--] engagements


"@Rein_Hold_ @stockmum Das passiert aber seit Wochen fast tglich"  
[X Link](https://x.com/evfcfaddict/status/1673385762404941826)  2023-06-26T17:40Z [----] followers, [--] engagements


"1/x Webkonferenz "Nvidia und andere Titel im Fokus" mit @marcbraeutigam (Gehlen Brutigam Capital) Die wichtigsten Aussagen gibts hier fr euch: "Seit [----] gab es nur [--] Phasen (1973 und 2000) in denen Small Caps derart billig gg. Large Caps waren wie heute""  
[X Link](https://x.com/evfcfaddict/status/1673596369032953856)  2023-06-27T07:37Z [----] followers, [--] engagements


"@marcbraeutigam 2/x - KGVs im Vergleich (Auswahl der Genannten): Nasdaq [---] [--] US/Europe Small Cap 11/9 - $NVDA Nvidia: welche Annahmen muss man treffen um auf den aktuellen Kurs als fairen Wert zu kommen: Umsatz muss sich bis [----] verzehnfachen bei Ebitmarge 50% FCF Marge 40%"  
[X Link](https://x.com/evfcfaddict/status/1673597599931088897)  2023-06-27T07:42Z [----] followers, [--] engagements


"30/6/23 mtd 11% ytd 64% Supremex Leonardo 🍊 BIC Bayer Ryanair Ilpra Centrotec KabelDt Carre4 Axway Ericsson $6960.T Man Group Emis Euronext $GIGSEK NZME $JOB Telekom Admiral Precia KDDI LS Invest Frequentis $CPH.TO Kri-Kri Berentzen Neurosoft Proto Atled Cash: 68%"  
[X Link](https://x.com/evfcfaddict/status/1674831765012201495)  2023-06-30T17:26Z 16.1K followers, 10.1K engagements


"@Letmoneywork050 @michaelbarck2 Sehe ich genausomit den Deutschsprachigen knnte man sich auch zB auf Discord verstndigen - viele sind auch bei Jonathanaber die Englischsprachigen sind halt nur hier"  
[X Link](https://x.com/evfcfaddict/status/1675207894038347776)  2023-07-01T18:21Z [----] followers, [---] engagements


"Massentourismus Nochmal: heute US Feiertag wenn ihr [----] Tesla oder Nvidia laden wollt macht es zumindest mit Limit ;)"  
[X Link](https://x.com/evfcfaddict/status/1676123968200138752)  2023-07-04T07:01Z 11.4K followers, [--] engagements


"Ich bin ja kein groer US Freund und Largecaps sind eher teuer als billig aber $JNJ sieht bei [---] fr jemanden der in aller Ruhe langfristig 10% machen mchte nicht so bel aus"  
[X Link](https://x.com/evfcfaddict/status/1679564709035491328)  2023-07-13T18:53Z 11.5K followers, [--] engagements


"@FinanceSmitty @funikularinvest"  
[X Link](https://x.com/evfcfaddict/status/1679888503016964097)  2023-07-14T16:20Z [----] followers, [----] engagements


"Heute Earnings von Microsoft $MSFT Alphabet $GOOG Visa $V LVMH $GE TI Unilever EssilorLuxottica Moodys Waste Management $WM $MMM Kimberly Clark $KMB Deutsche Brse Spotify $SPOT Hochtief etc. Hilft mir aber alles nix bei der Entscheidung was ich mit Bayer $BAYN machen soll"  
[X Link](https://x.com/evfcfaddict/status/1683716406007717888)  2023-07-25T05:50Z [----] followers, [----] engagements


"Neben BIC und Orange gibts heute u.a. Earnings von: $TMO $META Equinor $UNP $NOW $RIO Airbus AT&T Porsche Fiserv $LRCX $BTI $GSK $STLA Enel Reckitt Santander $EW $UMG $APH Danone Otis Hyundai $ROL Saint Gobain Moncler Campari Carrefour Eurofins MTU Puma Teleperformance B.Veritas"  
[X Link](https://x.com/evfcfaddict/status/1684075356117139459)  2023-07-26T05:37Z 12K followers, [----] engagements


"Die Earnings vom Mittag: Fortive beat Boeing beat AT&T beat Fiserv beat General Dynamics beat $KO beat und guidance angehoben $ADP beat $OTIS beat $CHKP mixed $TMO miss - da hat Danaher im schwachen Umfeld noch etwas besser geliefert"  
[X Link](https://x.com/evfcfaddict/status/1684167063911247875)  2023-07-26T11:41Z 14.7K followers, [----] engagements


"Dazu fallen mir [--] Wrter ein: Societe BIC Dont know how much clearer Buffett can be about paying low multiples and the stock remaining cheap (even underperforming) while mgmt buys back truckloads of stock. Yes it didnt work with IBM but its the framework that is important. Also accounting and ROIIC for the win: https://t.co/2XieJ2pXNN Dont know how much clearer Buffett can be about paying low multiples and the stock remaining cheap (even underperforming) while mgmt buys back truckloads of stock. Yes it didnt work with IBM but its the framework that is important. Also accounting and ROIIC for"  
[X Link](https://x.com/evfcfaddict/status/1687860786289655809)  2023-08-05T16:19Z 15K followers, [----] engagements


"19/23 $TESB.BR Tessenderlo: 1/11 Wie versprochen mchte ich euch meine neueste Unternehmensbeteiligung vorstellen. Es handelt sich abermals um ein europisches Midcap. Das ist kein Zufall man findet in diesem Segment aktuell Bewertungen wie sonst nur in tiefen Brenmrkten. Das Segment wird 1/11 Wie versprochen mchte ich euch meine neueste Unternehmensbeteiligung vorstellen. Es handelt sich abermals um ein europisches Midcap. Das ist kein Zufall man findet in diesem Segment aktuell Bewertungen wie sonst nur in tiefen Brenmrkten. Das Segment wird"  
[X Link](https://x.com/evfcfaddict/status/1691174186285215744)  2023-08-14T19:45Z 16.8K followers, [----] engagements


"Der amerikanische Michahow it started: How its going :(:"  
[X Link](https://x.com/evfcfaddict/status/1693940749102973270)  2023-08-22T10:58Z [----] followers, [----] engagements


"@Maverick_Equity Incredible how long this lasted"  
[X Link](https://x.com/evfcfaddict/status/1693942385594511536)  2023-08-22T11:05Z [----] followers, [---] engagements


"Aus der Serie Fallen Fintwitdarlings ein Beispiel was mit einem Growthwert passiert wenn das Wachstum nachlsst und die Margen schrumpfen"  
[X Link](https://x.com/evfcfaddict/status/1694395808550879633)  2023-08-23T17:06Z [----] followers, [----] engagements


"Mein Biz wchst stark. Ich generiere 50% FCF Margen. Ich kann die Nachfrage kaum bedienen. Was mache ich mit dem FCF A) ich investiere jeden Cent in Forschung/Produktion um meinen Vorsprung zu verteidigen B) ich kaufe Aktien zurck obwohl Insider reihenweise verkaufen $NVDA"  
[X Link](https://x.com/evfcfaddict/status/1694567984625222059)  2023-08-24T04:31Z [----] followers, [--] engagements


"Wer sich vor [--] Jahren gedacht hat es wre schlau 10.000$ in die grte US Apothekenkette zu investieren.hat jetzt 10.000$ $WBA (ok es gab Dividenden aber dafr hat man in den letzten [--] Jahren 62% Minus gemacht.)"  
[X Link](https://x.com/evfcfaddict/status/1694603371238342784)  2023-08-24T06:51Z [----] followers, [--] engagements


"@david_katunaric no position - great :)"  
[X Link](https://x.com/evfcfaddict/status/1695053659560681526)  2023-08-25T12:40Z 11.7K followers, [----] engagements


"Der US Markt ist teuer ist nichts anderes als zu sagen dass Weie nicht Basketball spielen knnen. Glaubt mir: wenn man tief grbt tauchen da pltzlich die Stocktons Nowitzkis Birds und Jokics am Horizont auf-Material um Meisterschaften zu gewinnen-gebt mir ein paar Tage"  
[X Link](https://x.com/evfcfaddict/status/1695414979829129431)  2023-08-26T12:36Z [----] followers, [----] engagements


"@cshflw_e Definitiv 👍"  
[X Link](https://x.com/evfcfaddict/status/1695709159600042110)  2023-08-27T08:05Z [----] followers, [---] engagements


"@ThierryBorgeat Warum angeschlagen-du kriegst ja Unternehmen in defensiven Subbranchen die genauso wachsen wie Apple zu 1/3 der Bewertung. Fr die Wartezeit teilweise schne Dividenden. Ich mach mir wenig Sorgen aber ich bin halt auch kein Fondsmanager der mit BM verglichen wird"  
[X Link](https://x.com/evfcfaddict/status/1695889847494312132)  2023-08-27T20:03Z [----] followers, [---] engagements


"@Christi07227755 @ThierryBorgeat Ich bin ja mehr der stockpicker aber wenn etf dann tendenziell small cap value"  
[X Link](https://x.com/evfcfaddict/status/1696034794931409263)  2023-08-28T05:39Z [----] followers, [--] engagements


"Hatte ich auch mal auf der Watch - jetzt macht sich $DHR in dem Bereich extrem breit.normalerweise wissen die ganz gut wo die Reise hin geht"  
[X Link](https://x.com/evfcfaddict/status/1696123836276646154)  2023-08-28T11:33Z [----] followers, [--] engagements


"@SaschaTax @dasacom Credits: @CWRoehl @takberlin"  
[X Link](https://x.com/evfcfaddict/status/1696596992028213697)  2023-08-29T18:53Z [----] followers, [--] engagements


"@shot_change Energy crisis no brainer ;)"  
[X Link](https://x.com/evfcfaddict/status/1696847589138747684)  2023-08-30T11:29Z 13.2K followers, [---] engagements


"$VEEV sollte natrlich $VEEE heien"  
[X Link](https://x.com/evfcfaddict/status/1697305432878940186)  2023-08-31T17:48Z [----] followers, [----] engagements


"Kann ich aus eigener Erfahrung besttigen geniales Gefhl.ob es wirklich "a gem" ist zeigt halt immer erst die Zeit ;)"  
[X Link](https://x.com/evfcfaddict/status/1697583968181240038)  2023-09-01T12:15Z [----] followers, [---] engagements


"2015: Buffett ist dabei 3G sind die besten Manager gegessen wird sowieso immerkauf ich doch die Aktien der neu entstandenen Kraft Heinz. [--] Jahre spter: -55% Learnings: - auf Bewertung+Verschuldung achten - gegessen wird immer=kein Kaufgrund - Buffett kann sich auch irren"  
[X Link](https://x.com/evfcfaddict/status/1697700353246921143)  2023-09-01T19:58Z [----] followers, 10.3K engagements


"Fintwit its illiquid and only trades in Milano.if youre ok with that I highly recommend you to take a look at $LDB.MI. Great management which turned around the recently added french business within a few quarters. M&A without dilution buybacks+ebit/fcf should ramp up soon"  
[X Link](https://x.com/evfcfaddict/status/1698766341308653868)  2023-09-04T18:33Z [----] followers, 13.7K engagements


"1/6 Dear Fintwit As my account is kind of an investment diary for me I want to share the learnings I made the last couple of years for my personal investment strategy when it comes to stock picking. Maybe its of use for some of you. So lets start with what I learned to avoid:"  
[X Link](https://x.com/evfcfaddict/status/1699389687343858078)  2023-09-06T11:50Z [----] followers, [--] engagements


"2/6 - buying options/leverage/volatility-just buy stocks - buying commodity stocks - buying very cyclical stuff - buying banks (ok maybe an ecip bank might be worth an exception) and insurances - buying sum of the parts discounts cause youre not the first one who discovered it"  
[X Link](https://x.com/evfcfaddict/status/1699389689562567073)  2023-09-06T11:50Z [----] followers, [---] engagements


"3/6 - buying growth stocks because betting on years+years of continued growth is just not my style - dont buy just because someone else did - no matter how good he is - buying (pharma) pipelines cause I cant figure out what comes through Phase III. - buying Emerging Markets"  
[X Link](https://x.com/evfcfaddict/status/1699389691739373829)  2023-09-06T11:50Z [----] followers, [---] engagements


"5/6 My portfolio consists of two parts: 1) (20%) special situations (delisting with possible squeeze out as well as stocks where activists have taken control ;) eg $DR.TO $JOB $CEV.HM 2) (80%) stocks with - either '24 ev/fcf [--] or [---] with high % of recurring revenues"  
[X Link](https://x.com/evfcfaddict/status/1699389696210501947)  2023-09-06T11:50Z 16K followers, [----] engagements


"6/6 - mainly companies with net cash/low debt - mainly above average management teams who care about shareholdervalue - mainly GAGP (growth@great price) stocks - I find them mainly in small+microcaps - eg: $ILP.MI $LDB.MI $SXP.TO $BIC $CXI.TO $IMXI $RYAAY $LDO.MI $MACF.L $RCS.MI"  
[X Link](https://x.com/evfcfaddict/status/1699389698559381739)  2023-09-06T11:50Z 16K followers, [----] engagements


"@European_DGI Lindbergh $LDB.MI should more than double their earnings til [----] yet has a double digit fcf yield for this years expected earnings"  
[X Link](https://x.com/evfcfaddict/status/1700846510332649530)  2023-09-10T12:19Z [----] followers, [----] engagements


"Guys save the date for the woodstock of small/microcap investing. It will take place as a space on Monday November [--] 2:15 ET/20:15 CET. Me and @augustusville will be joined be @alluvialcapital @dsmoak98 @Bonhoeffer_KDS @david_katunaric @Govro12 Insane lineup for sure 🫶"  
[X Link](https://x.com/evfcfaddict/status/1701656826914255182)  2023-09-12T17:59Z [----] followers, 20K engagements


"1/3 If you look at a stock (based on valuation/stock without a special catalyst) its important to look in the past. How much value did the management create for shareholders Most of the big value creator stocks are pretty expansive. But from time to time mr. market gives them"  
[X Link](https://x.com/evfcfaddict/status/1701863502682431495)  2023-09-13T07:40Z [----] followers, [--] engagements


"2/3 away with a discount. These discount are rarely found in large cap stocks and in the US market. $SES.MI Sesa a mid cap from Italy atm looks like such an opportunity. IPO was in [----] stock is up 934% since then. The management has a big history of successful M&A and also"  
[X Link](https://x.com/evfcfaddict/status/1701863504850960454)  2023-09-13T07:40Z [----] followers, [--] engagements


"This saturday we got - a top noche japanese stocks fund manager @JamieHalse - a guy with a 25% @hurdle_rate - a dude who seems to be the last hk bull @bentan__ - the guy with the best asian stocks substack @MikeFritzell Retweets welcome Set a reminder/see details here:"  
[X Link](https://x.com/evfcfaddict/status/1702422267815449017)  2023-09-14T20:41Z [----] followers, [----] engagements


"The problem with low conviction borrowed ideas with a business model you dont fully understand is: - when stock goes down after an eps miss you will panic sell (at the exact bottom) because you cant figure out the reason for the miss fear Lesson learned: $CXI.TO $CURN"  
[X Link](https://x.com/evfcfaddict/status/1702435327590256698)  2023-09-14T21:33Z 16.1K followers, [----] engagements


"1/x Ok Fintwit - I reached [----] followers you get my current portfolio. Why am I doing this First of all my tweets are my investment diary secondly I got the idea of making fintwit a big free source of stock ideas. Im sharing my pf and hope that many others will follow"  
[X Link](https://x.com/anyuser/status/1702623623884709938)  2023-09-15T10:01Z 16.8K followers, 74.9K engagements


"2/x Before I start: my pf could be totally different in a few weeks time so please never ever follow me or someone else blindly into a stock Just buy if you feel very comfortable with the company you understand the biz and you would be happy to add if mr. market goes crazy"  
[X Link](https://x.com/evfcfaddict/status/1702623626149687726)  2023-09-15T10:01Z [----] followers, [----] engagements


"3/x Ok I got [--] positions atm be aware: some of them are very illiquid I will start with the smallest position and the largest comes at last:"  
[X Link](https://x.com/evfcfaddict/status/1702623628221640905)  2023-09-15T10:01Z [----] followers, [----] engagements


"8/x $B3.ST B3 Consulting is a .swe IT consulter focused on the swedish market which is the reason this op exists. Company has a track record of gaining market share the CEO (former Protector) is buying stock frequently. Upside should be there when Sweden recovers. EV/FCF10"  
[X Link](https://x.com/evfcfaddict/status/1702623638376079528)  2023-09-15T10:01Z [----] followers, [----] engagements


"9/x $CTAC.AS CTAC is a small dutch IT Services provider with a focus on SAP integration. After the CEO went ill and died in [----] they just creating a new mid-term business plan. Stock looks very cheap with ev/fcf [--] high ROE and a healthy balance sheet"  
[X Link](https://x.com/evfcfaddict/status/1702623641005871558)  2023-09-15T10:01Z [----] followers, [----] engagements


"@FoxCastlehold Any Lagardere news"  
[X Link](https://x.com/evfcfaddict/status/1702722095984070874)  2023-09-15T16:32Z [----] followers, [---] engagements


"1/x My top [--] are starting with a stock that once was my biggest position and after selling for a big gain its now no.10. $CEV.HM Centrotec delisted only tradeable in Hamburg. CEO owns close to 90%. Stock trades at Netcash you get Ariston stocks and rest of biz for free. SO"  
[X Link](https://x.com/evfcfaddict/status/1702780925921091588)  2023-09-15T20:26Z [----] followers, 34.3K engagements


"@AVIJapan 5/x private by PE. Huge growth opportunity just starting abroad. Looks like a good deal for 7x this years ev/ebit. On spot [--] we got that little italian gem called $LDB.MI Lindbergh. You get a first impression here:"  
[X Link](https://x.com/evfcfaddict/status/1702783113414291641)  2023-09-15T20:35Z [----] followers, [--] engagements


"@AVIJapan 6/x After a very fast turnaround on their French acquisition them seem to be looking in Germany now. Maybe one for a longer holding period I try to not fall in love here Next up a stock that got little love lately: $SXP.TO Supremex is selling envelopes. They got a very high"  
[X Link](https://x.com/evfcfaddict/status/1702783955777306960)  2023-09-15T20:38Z [----] followers, [--] engagements


"@AVIJapan 7/x Market share and no new competition. They use the cashflow to buy more and more packaging businesses. Big question is if the market recovers fast and if the margins stay high. RiskReward looks really good under [--] CAD though"  
[X Link](https://x.com/evfcfaddict/status/1702784605076467838)  2023-09-15T20:41Z [----] followers, [--] engagements


"@AVIJapan @eriksen_tim 11/x is very shareholderfriendly they just upped midterm guidance and the stock is still at 10x ev/fcf. You get 4% dividends and 6% buybacks-boring but very interesting imo Same goes for $ILP.MI Ilpra italian manufacturer of packaging machines for eg meat+pharma industry"  
[X Link](https://x.com/evfcfaddict/status/1702787784577077644)  2023-09-15T20:53Z [----] followers, [--] engagements


"@AVIJapan @eriksen_tim 12/x They have grown organically and via M&A delivering growing margins every year. Services revenue is on the rise abroad business just starting clean balance sheet+you get it for 5x ebit. But the industry is slowing down a bit so a take a close look at the upcoming numbers"  
[X Link](https://x.com/evfcfaddict/status/1702788990393373084)  2023-09-15T20:58Z [----] followers, [----] engagements


"@AVIJapan @eriksen_tim 15/x now (buybacks tender selling the company). All of them would lead to a higher stock price. There is still a small residual risk of course eg that management plans are different Before I announce the top spot huge thx to my bro @finance_schmidt for your work on it"  
[X Link](https://x.com/evfcfaddict/status/1702792193071530091)  2023-09-15T21:11Z [----] followers, [----] engagements


"@AVIJapan @eriksen_tim @finance_schmidt 16/x Of course we are talking about Medical Facilities $DR.TO -a stock that doesnt screen was pretty mismanaged and crashed after activists who saw the huge opportunity entered the board and cut the main reason most shareholders had the stock: the dividend. As @finance_schmidt"  
[X Link](https://x.com/evfcfaddict/status/1702793549039759766)  2023-09-15T21:16Z [----] followers, [----] engagements


"Thinking about making stuff like If I were a large cap manager and had to buy [--] stocks today with a [--] tweet pitch for each - would that be helpful/interesting"  
[X Link](https://x.com/evfcfaddict/status/1703454099818127834)  2023-09-17T17:01Z [----] followers, [---] engagements


"@MikeFritzell Isnt it [--] or [--] in the morning in sg ;)"  
[X Link](https://x.com/evfcfaddict/status/1703455217218441362)  2023-09-17T17:05Z [----] followers, [---] engagements


"The biggest mistake investors make is believing that markets that performed well are good investments rather than more expensive. Hard to disagree with Ray here-only exception is if eps/fcf went up more than stock price (looking at $NVDA $TSLA $AAPL this is not the case)"  
[X Link](https://x.com/anyuser/status/1703656658197496137)  2023-09-18T06:26Z [--] followers, [----] engagements


"Im down 1% mtd (half of it comes from taxes) and I just realized that would be the worst month this year if it stays where it is. All but January was between-07% and +15%. Pretty happy with it given the broad micro/small weakness and the upside my stocks should have midterm"  
[X Link](https://x.com/evfcfaddict/status/1703696241194877197)  2023-09-18T09:03Z [----] followers, [----] engagements


"3/x Unilever $ULVR earnings should pick up soon after going sideways for many years. New management taken in by activists preparing the right steps. Brands are strong and ev/ebit [--] should be a good entry point given the possible midterm margin upside"  
[X Link](https://x.com/evfcfaddict/status/1703712983057043776)  2023-09-18T10:10Z [----] followers, [----] engagements


"@trustfundgen Sagt mir gar nix ;) wenn Ronaldo dabei ist brauch ich nicht auch noch investieren;)"  
[X Link](https://x.com/evfcfaddict/status/1703713340877426882)  2023-09-18T10:11Z [----] followers, [--] engagements


"@david_katunaric @JonCukierwar Top10 Fund manager on the planet if I dont quit after Woodstock one of the first on my list for next years spaces"  
[X Link](https://x.com/evfcfaddict/status/1703812092384403661)  2023-09-18T16:43Z [----] followers, [----] engagements


"@ToffCap Few understand this :("  
[X Link](https://x.com/evfcfaddict/status/1704058513138327956)  2023-09-19T09:03Z [----] followers, [----] engagements


"2/2 always depends on the company. Eg if a small company has been profitable for years why should it be more dangerous than a largecap which after years is still fcf negative"  
[X Link](https://x.com/evfcfaddict/status/1704396486824300647)  2023-09-20T07:26Z 13.2K followers, [----] engagements


"@memyselfandi006 Fully agree Ytd a basket of the most expensive stocks outperformed us all same for 2021"  
[X Link](https://x.com/evfcfaddict/status/1704412569342009348)  2023-09-20T08:29Z [----] followers, [---] engagements


"1/2 Today is a good day to make new friends. A good day to value $TSLA quick and dirty. We got a car business with little above average margins decreasing ebit and fcf this year might well recover in the next years. My stocks with a similar situation but less cyclical are 10x"  
[X Link](https://x.com/evfcfaddict/status/1704414471018451092)  2023-09-20T08:37Z [----] followers, [----] engagements


"2/2 this years depressed fcf. Ignoring SBC and given Tesla a higher multiple because of the software component and the (maybe) higher growth I consider fair value at 20x ev/fcf. That means a target price of 38$. Thanks for reading 👍"  
[X Link](https://x.com/evfcfaddict/status/1704414473191075869)  2023-09-20T08:37Z [----] followers, [----] engagements


"Its time for valu(e)ation based investing (again). Check multiples and balance sheets (Koyfin or Marketscreener have good data for free) of your portfolio companies"  
[X Link](https://x.com/evfcfaddict/status/1704594581189185591)  2023-09-20T20:33Z [----] followers, [----] engagements


"Not bad for a company valued like it has no growth 🙌"  
[X Link](https://x.com/evfcfaddict/status/1704905672742031586)  2023-09-21T17:09Z [----] followers, [----] engagements


"H1 Earnings yet to be released from my portfolio companies: Ilpra $ILP.MI - today (after they drank the 4th cappuccino) Kri-Kri Milk $KRI.AS - Tuesday after greek market close (between 4:30 and 10:00 PM CET ;)) Precia Molen $PREC.PA - Thursday after French market close"  
[X Link](https://x.com/evfcfaddict/status/1705104060372726250)  2023-09-22T06:17Z [----] followers, [----] engagements


"Im down from [--] stocks to just [--]. Thinking about concentrating further on my winners. How many stocks you got in your portfolio"  
[X Link](https://x.com/evfcfaddict/status/1705208574568177924)  2023-09-22T13:13Z [----] followers, [----] engagements


"@Paul_Wildcat Hope you went out of $WINE.L before it collapsed"  
[X Link](https://x.com/evfcfaddict/status/1705283377392160793)  2023-09-22T18:10Z [----] followers, [---] engagements


"1/3 [-----] Followers is pure insanity my friends 🥹. Thanks for being here with me discussing sharing opinions try to beat the market its just amazing 😻. We know that buying cash flow generating small- and microcaps long term historically lead to outperformance"  
[X Link](https://x.com/evfcfaddict/status/1705457528518201781)  2023-09-23T05:42Z [----] followers, [----] engagements


"I just looked at some us microcaps I found a few weeks ago. All with great management teams growing already cheap back thennow all down another 10-20% on Mr. Market becoming Mr. Hyde. Cant repeat it enough: its a great time to be a stock picker-you are spoilt for choice"  
[X Link](https://x.com/evfcfaddict/status/1705671574186066327)  2023-09-23T19:52Z [----] followers, [----] engagements


"Remember: there are so many intelligent people on Fintwit. Some of them might know more about your stocks than you do. Sharing your portfolio helps to discover these people. It helps you with your investments it helps everyone to generate ideas. What are you waiting for"  
[X Link](https://x.com/evfcfaddict/status/1705902905273036920)  2023-09-24T11:12Z [----] followers, [--] engagements


"When other private bankers want my opinion on their last stock purchases and tell you that they bought Nel ASA Nvidia and Arm"  
[X Link](https://x.com/evfcfaddict/status/1706643113106690172)  2023-09-26T12:13Z [----] followers, [----] engagements


"US Midcap only were cheaper (based on forward eps) in 2002/03 2008/09 and a few weeks [----] - Source:"  
[X Link](https://x.com/evfcfaddict/status/1706749389744529775)  2023-09-26T19:15Z [----] followers, [----] engagements


"1/5 When Im talking to fund managers we sometimes chat about other funds I like. I frequently hear things like: "Yeah we like them as well but we wouldnt buy some of their stocks because.". What Im trying to say is that everyone must find his own way to get a portfolio"  
[X Link](https://x.com/evfcfaddict/status/1706907206518518190)  2023-09-27T05:42Z [----] followers, 10.6K engagements


"4/5 buy the stocks he recommends. From all of these investors you trust and fit your style you get a pool of ideas where you can fish for the ones you feel comfortable with. Most of my favorite investors are invested in ECIP Banks but I just cant buy them for myself even if the"  
[X Link](https://x.com/evfcfaddict/status/1706907212147249326)  2023-09-27T05:42Z [----] followers, [--] engagements


"29/9/23 mtd: -18% ytd: +53% Medical Facilities Ilpra Gee Group BIC TSR Supremex Lindbergh Kri-Kri RCS Media Centrotec Takuma International Money Express Ericsson Centaur Media CTAC Spirent B3 LS Invest Precia Proto Twin Vee Cash: 27% Oct.: reduce no. of stocks/cash"  
[X Link](https://x.com/evfcfaddict/status/1707795113651363873)  2023-09-29T16:30Z [----] followers, [----] engagements


"Precia $PREC.PA with great H1 numbers and cautious outlook:"  
[X Link](https://x.com/evfcfaddict/status/1707809397521465374)  2023-09-29T17:27Z [----] followers, [----] engagements


"1/2 As everyone in my timeline who posted ytd results is better than me and I thought my result wasnt that bad it seems that I follow very smart people (or the ones who are worse dont tweet their performance 🤔)-anyway to feel better I compare myself to some well rated funds:"  
[X Link](https://x.com/evfcfaddict/status/1708005240899850607)  2023-09-30T06:25Z [----] followers, 12.5K engagements


"Why I mainly invest in small companies Because in the history of humanity nothing ever lasted very long under the 2nd std dev without going back to average which would mean immense alpha vs. the large caps (see the 3rd chart back in the 2000s)"  
[X Link](https://x.com/evfcfaddict/status/1708190365281288471)  2023-09-30T18:41Z [----] followers, 10.2K engagements


"@CloneShameless they bought back 3% of the shares outstanding in the last [--] months (while doing m&a as well). No dividends yet as they need the fcf for m&a and buybacks. Much more information about the company can be found in @mavix_leon writeup"  
[X Link](https://x.com/evfcfaddict/status/1708763657960620255)  2023-10-02T08:39Z [----] followers, [---] engagements


"Correct take from Charlie Munger"  
[X Link](https://x.com/evfcfaddict/status/1709438231895310656)  2023-10-04T05:20Z 13.2K followers, 15.2K engagements


"Seems like the market doesnt like Spirents trading update a lot: $SPT.L"  
[X Link](https://x.com/evfcfaddict/status/1709465757963128856)  2023-10-04T07:09Z [----] followers, [----] engagements


"@Secrets4stocks @Investmentideen @CJ0pp3l @Aktionaer_JR might be the closest atm"  
[X Link](https://x.com/evfcfaddict/status/1709849206414790753)  2023-10-05T08:33Z [----] followers, [---] engagements


"Preaching this all year - totally wrong ytd of course but its not unusual we see overshooting on both sides"  
[X Link](https://x.com/evfcfaddict/status/1709870336076861529)  2023-10-05T09:57Z 13.1K followers, [--] engagements


"@javsfz Its mainly Nvidia and Tesla closely followed by Apple. Microsoft and Amazon imo also pretty richly priced compared to the rest of the market Meta imo not cheap anymore but reasonable same for Alphabet. So many better opportunities atm imo - even compared to the cheaper ones"  
[X Link](https://x.com/evfcfaddict/status/1709872000368247054)  2023-10-05T10:03Z [----] followers, [--] engagements


"@OracleofIreland according to the numbers the business looks pretty well not that good ;) - but with the 60% dividend it might be possible to make some money short term. Market doesnt seem to give much credit to the "new" management team"  
[X Link](https://x.com/evfcfaddict/status/1709933703735189582)  2023-10-05T14:08Z [----] followers, [---] engagements


"The new Kellogg $KLG now trading at 5x [----] ev/ebitda and maybe 35x [----] ev/ebitda (I hate that metric but they dont provide something better): Opinions https://investor.wkkellogg.com/files/doc_events/2023/08/WKKC_Investor-Day_FINAL.pdf https://investor.wkkellogg.com/files/doc_events/2023/08/WKKC_Investor-Day_FINAL.pdf"  
[X Link](https://x.com/evfcfaddict/status/1709953309312766259)  2023-10-05T15:26Z 14.6K followers, 12.5K engagements


"@investwithwes1 Name it :)"  
[X Link](https://x.com/evfcfaddict/status/1709956389601169808)  2023-10-05T15:39Z 13.5K followers, [---] engagements


"The last Q2 Hedgefund Letter is one of the best Ive read. My guest in our Woodstock of Microcap investing space (6th November official announcement tomorrow) @Bonhoeffer_KDS with [--] pages well worth reading enjoy https://mcusercontent.com/2511717cdf1bae9a0638c942a/files/5bd2e5c6-f379-ffbd-010c-89799a85ffb3/Bonhoeffer_Partner_Letter_Q2_2023.pdf https://mcusercontent.com/2511717cdf1bae9a0638c942a/files/5bd2e5c6-f379-ffbd-010c-89799a85ffb3/Bonhoeffer_Partner_Letter_Q2_2023.pdf"  
[X Link](https://x.com/evfcfaddict/status/1710180387563917649)  2023-10-06T06:29Z 13.1K followers, [----] engagements


"If you bought the most defense european stock iconic brands top [--] ceo in europe in September [----] you are now down even after dividends because valuation matters even for the best companies in the world in this case Nestle $NSRGY"  
[X Link](https://x.com/evfcfaddict/status/1710274765791924627)  2023-10-06T12:44Z 13.4K followers, [----] engagements


"@ArneUlland Portfolio: $JOB $DR.TO $TSRI $LDB.MI $BB.PA $KRI.AS $SENEA $SXP.TO $CZBS $CEV.HM $6013.T $CAU.L $CTAC.AS $IFA.HM $VEEE Watch: $ISV.TO $EPSIL.AS $SOM.L $JAKK $HUMBLE.ST $SYZ.TO $IPS.PA $TRVG $FTLF $THEP.PA"  
[X Link](https://x.com/evfcfaddict/status/1710339553733603653)  2023-10-06T17:01Z 16K followers, [----] engagements


"@valuedontlie No expert on the business just what I read from investors I like. Seem to constantly gain market share high roic very good margins on still very low market share = long runway plus great balance sheet. Open for Input why its not a great business 🤗"  
[X Link](https://x.com/evfcfaddict/status/1710635178198970374)  2023-10-07T12:36Z [----] followers, [----] engagements


"1/x Ladies and Gentlemen Omaha is the Woodstock of capitalism. On November [--] @augustusville and I welcome an incredible lineup of speakers to the Woodstock of Micro- and Smallcap investing. Everyone is invited its free+you dont even need to travel;)"  
[X Link](https://x.com/evfcfaddict/status/1711019039990964301)  2023-10-08T14:01Z [----] followers, 23.5K engagements


"4/x Speaker 2: @david_katunaric is a young extremly talented investor from Croatia. HIs su*sta*k as well as this video: are perfect to learn more about David"  
[X Link](https://x.com/evfcfaddict/status/1711019046802428313)  2023-10-08T14:01Z [----] followers, [---] engagements


"5/x Speaker 3: @Bonhoeffer_KDS is another stock picking fund manager who looks far away from indices. I love his quarterly letters (last one as they are full of ideas+examples how a pro values stocks-thx @augustusville for bringing Keith on my screen"  
[X Link](https://x.com/evfcfaddict/status/1711019049130279305)  2023-10-08T14:01Z [----] followers, [---] engagements


"6/x Speaker 4: @Govro12 really is very special in times like these. He holds many of his stocks since IPO and in his su*sta** he greatly analyzes less known small and micro companies. Great to have you as a speaker my friend"  
[X Link](https://x.com/evfcfaddict/status/1711019051445633379)  2023-10-08T14:01Z [----] followers, [----] engagements


"7/x Speaker 5: @dsmoak98 started his fund in [----]. His letters are among the best you gonna find. [--] of his ideas became my biggest position and Im very pleased the fund manager with the worlds (long only) best track record over 5y (4808% p.a.) is joining us on Nov [--] Cu there"  
[X Link](https://x.com/evfcfaddict/status/1711019054184517906)  2023-10-08T14:01Z [----] followers, [----] engagements


"Congrats to everyone who was still invested 70% premium not bad:"  
[X Link](https://x.com/evfcfaddict/status/1711288438928867757)  2023-10-09T07:52Z [----] followers, 10.4K engagements


"Selling your losers at a small loss after weak earnings might hurt first but it usually feels good afterwards and can help to prevent from big losses. No opinion on the stock just usual that companies with weak recent earnings often accelerate to the downside in corrections"  
[X Link](https://x.com/evfcfaddict/status/1711291312828219499)  2023-10-09T08:03Z [----] followers, [----] engagements


"Mr. @AltayCapital is in my opinion one of the [--] best investors on fintwit and a pretty nice guy as well. If you are not already following him I highly recommend it"  
[X Link](https://x.com/evfcfaddict/status/1711733142409605630)  2023-10-10T13:19Z [----] followers, [----] engagements


"I was asked who the other [--] of my personal favorite [--] investors on fintwit besides @AltayCapital are @Investmentideen @SharogradskyM @finance_schmidt @alluvialcapital @dsmoak98 @ClarkSquareCap @OtterMarket @HariSeldomRight @hurdle_rate"  
[X Link](https://x.com/evfcfaddict/status/1711812842666479861)  2023-10-10T18:36Z [----] followers, 13K engagements


"2/2 A few weeks ago @SharogradskyM wrote a great summary: To dig deeper heres a recent video taken from @MicroCapClub Summit with $SYZ.TO CEO:"  
[X Link](https://x.com/evfcfaddict/status/1711816325553656232)  2023-10-10T18:49Z [----] followers, [----] engagements


"Germany and Austria are rich nations but traditionally have a low percentage of business owners (shareholders) as its seen as "risky" and only for the rich.;). Very glad that @JonNeuscheler and @aktiengram are trying to build a community of business owners in Germany-thx"  
[X Link](https://x.com/evfcfaddict/status/1712035500146500021)  2023-10-11T09:20Z [----] followers, [----] engagements


"Looking at DAX component Fresenius I wonder what comes next.years ago we got many crashed stocks because "d**** by Amazon" followed by many many "AI losers" and now we got a whole lot of stuff which is going down because of Semaglutide/NovoNordisk/EliLilly heal the world"  
[X Link](https://x.com/evfcfaddict/status/1712065529614135416)  2023-10-11T11:20Z [----] followers, [----] engagements


"@Govro12 @memyselfandi006 @AKWilk Pretty sure fcf will be positive very soon but we will see :)"  
[X Link](https://x.com/evfcfaddict/status/1712113935954964769)  2023-10-11T14:32Z [----] followers, [---] engagements


"2/2 where everyone in hindsight asks why he/she didnt go massively long profitable high fcf generating stocks. Dont know where the bottom is but stocks always bottom way before the economy and profitable small/micros will be a lot and I mean a lot lot higher in a few years"  
[X Link](https://x.com/evfcfaddict/status/1712713354635059238)  2023-10-13T06:14Z [----] followers, [----] engagements


"@ATNgermany Of course but small caps are now in a [--] months long bear market with the cheapest valuations for many quality stocks since [--] years. It might go lower but you have to start buying somewhere"  
[X Link](https://x.com/evfcfaddict/status/1712751435182461220)  2023-10-13T08:45Z [----] followers, [--] engagements


"Ok now I see prices on my watchlist I wouldnt have expected to see again - will lower my cash position by a big chunk today.might be to early but the bottom is always known way after it occured"  
[X Link](https://x.com/evfcfaddict/status/1712788293824249921)  2023-10-13T11:12Z [----] followers, [----] engagements


"@FriendlyCapMgmt Their pitches are great+better than most paid research. I didnt promote the fund but their free research. The KSB pitch was awesome and performed great since releasing it for example. Ennismore has a great track record but their august pitch ($SPT.L) was -40% last week.;)"  
[X Link](https://x.com/evfcfaddict/status/1712802800361484478)  2023-10-13T12:09Z [----] followers, [--] engagements


"@FriendlyCapMgmt they have no long term track record and I dont agree with many of their ideas but I dont see the big problem by sharing a newsletter with in depth company research"  
[X Link](https://x.com/evfcfaddict/status/1712826340750094336)  2023-10-13T13:43Z [----] followers, [--] engagements


"@Govro12 looks very interesting at these levels and totally agree its a fantastic company (and we should do well midterm) but housing market in France (if its similar to Austria) might have been less concerning in 2008/09 than it is at the moment"  
[X Link](https://x.com/evfcfaddict/status/1712841773351870874)  2023-10-13T14:44Z [----] followers, [---] engagements


"Finally sold out of $VEEE with a big % loss. Was by far my smallest position so after tax just -07%. Again learned a lot. Turnaround stories within a downtrend are nothing I should touch when I dont have full trust in the management-lesson learned 👍"  
[X Link](https://x.com/evfcfaddict/status/1712881448577823147)  2023-10-13T17:22Z [----] followers, [----] engagements


"@RTelford_invest I just search for the best RiskReward and at the moment you find 90% of that stocks in small- and microcaps"  
[X Link](https://x.com/evfcfaddict/status/1713279698757702067)  2023-10-14T19:44Z [----] followers, [----] engagements


"What started [--] months ago with me recognizing the great talent he has in valuing companies and recommend him to my followers has become a friendship I wont miss. Thx for your visit today @finance_schmidt - fintwit is more than a network guys"  
[X Link](https://x.com/anyuser/status/1713620651385242043)  2023-10-15T18:19Z 16.8K followers, 13.9K engagements


"@CayrepLoL @OtterMarket Consumer Packaged Goods = stuff like $KO $PG $CL"  
[X Link](https://x.com/evfcfaddict/status/1713637717781704903)  2023-10-15T19:27Z [----] followers, [---] engagements


"Which other network are you spending the most time on"  
[X Link](https://x.com/evfcfaddict/status/1713812800349372482)  2023-10-16T07:03Z [----] followers, [----] engagements


"Logistec $LGT.B gets sold for [--] CAD$ - thats way lower than I have thought but not too bad since I bought in just last week for"  
[X Link](https://x.com/evfcfaddict/status/1713876232759030249)  2023-10-16T11:15Z [----] followers, [----] engagements


"@ToffCap @ClarkSquareCap I bought for 57xx on Friday cant even calculate that IRR ;) - but yep way too low"  
[X Link](https://x.com/evfcfaddict/status/1713896903316799982)  2023-10-16T12:37Z [----] followers, [---] engagements


"Lonza as well as Adyen were short positions from Oliver Kelton that I published in spring. Many of you were questioning why but Oliver is a strict value guy. Lonza is a great company but even great companies can go down 40% in a few months when the valuation was just too high"  
[X Link](https://x.com/evfcfaddict/status/1714189106568196383)  2023-10-17T07:58Z [----] followers, [----] engagements


"Thermo Fisher buys Olink for 26$ a share. Olinks IPO was [----]. IPO price was 20$ started trading at 32$ just to go down to 14$ by yesterday. Short-lived times my friends"  
[X Link](https://x.com/evfcfaddict/status/1714260718680199396)  2023-10-17T12:42Z [----] followers, [----] engagements


"Gotta loves stocktwits for takes like these $JAKK $NVDA"  
[X Link](https://x.com/evfcfaddict/status/1714342492072542321)  2023-10-17T18:07Z 13.2K followers, [----] engagements


"@MnkeDaniel $KRI.AS consumer stable with a long history of value creation massive growth from expansion abroad trading at 7-8x P/E with no debt $LDB.MI thesis in @mavix_leon bio recent ceo interview in @david_katunaric bio"  
[X Link](https://x.com/evfcfaddict/status/1714523817630904413)  2023-10-18T06:08Z [----] followers, [----] engagements


"These $ASML earnings and especially the outlook show that the time of easy money in big tech is over. The closing of the massive valuation gap to value is just getting started"  
[X Link](https://x.com/evfcfaddict/status/1714526488068804678)  2023-10-18T06:19Z [----] followers, 12.4K engagements


"At least Private Equity seems to think Small Caps are too cheap even at these high interest rates"  
[X Link](https://x.com/evfcfaddict/status/1714583689860948045)  2023-10-18T10:06Z [----] followers, [----] engagements


"Very good numbers from $ABT wouldnt have expected it given the very weak Sartorius print. $ABT Abbott Labs beats top and bottom and raising guidance. And look closely (second pic) Q3 Medtech Devices growth +14.7% YoY accelerated from +14.2% YoY in Q2. How is that about all fear mongering due to Ozempic Next up youll see $DXCM beat and raise. https://t.co/tI967YNdgl $ABT Abbott Labs beats top and bottom and raising guidance. And look closely (second pic) Q3 Medtech Devices growth +14.7% YoY accelerated from +14.2% YoY in Q2. How is that about all fear mongering due to Ozempic Next up youll see"  
[X Link](https://x.com/evfcfaddict/status/1714621719443308892)  2023-10-18T12:37Z 11.7K followers, [----] engagements


"These are the last [--] quarters of a stock that is up 124% ytd. This must indeed be the biggest gap between operating performance and stock price within a large cap company ever. $TSLA"  
[X Link](https://x.com/evfcfaddict/status/1714737759301013980)  2023-10-18T20:18Z [----] followers, [----] engagements


"6 Kilo left now to hit the first target slowly but steady 🙌"  
[X Link](https://x.com/evfcfaddict/status/1714866441067880852)  2023-10-19T04:49Z [----] followers, [----] engagements


"All major indices are down on a [--] year timeframe. Last time that happened was [--] years ago - a new (and very important) experience for most market participants"  
[X Link](https://x.com/evfcfaddict/status/1714888095147893043)  2023-10-19T06:15Z [----] followers, [----] engagements


"If we look back until [----] we are heading to the worst 2y performance of a 50/50 msci world/global gov bond portfolio both in and $ - worse than 2000-2002 and 2007-09 - pretty interesting as so many have to hold a high percentage of bonds.source:"  
[X Link](https://x.com/evfcfaddict/status/1714891511685341405)  2023-10-19T06:29Z [----] followers, [----] engagements


"@Maverick_Equity mix of all (more steps 14/10 less sugar.)"  
[X Link](https://x.com/evfcfaddict/status/1714898166007365956)  2023-10-19T06:55Z [----] followers, [--] engagements


"We always had reasons enough not to buy stocks - the market went up anyway - @CWRoehl nails it - full house in Vienna 🔥"  
[X Link](https://x.com/evfcfaddict/status/1715067309704773796)  2023-10-19T18:08Z [----] followers, [----] engagements


"1/2 The market action these days reminds me of my good friend whos in the financial industry for [--] years always being jointly responsible for billions. He once said to me Andy the stock market is made up of a bunch of lemmings. Inferring something from their actions and then"  
[X Link](https://x.com/evfcfaddict/status/1715599901554348426)  2023-10-21T05:24Z [----] followers, [----] engagements


"German MDAX has always been the better performing index vs. big brother DAX. The last [--] years this changed dramatically with the index now down 35% from the ATHs in late [----]. Most western indices like S&P [---] Nasdaq [---] Stoxx Eur600 are again down double digits from the highs"  
[X Link](https://x.com/evfcfaddict/status/1716394720186753210)  2023-10-23T10:02Z [----] followers, [----] engagements


"@Fwenen Portfolio is down less than 2% in the last [--] weeks as most cheap small- and microcaps helt up well. Cash is down a bit but still 20% after I sold Logistec on the buyout offer"  
[X Link](https://x.com/evfcfaddict/status/1716431941623259427)  2023-10-23T12:30Z [----] followers, [--] engagements


"1/2 Guys we are exactly [--] weeks away from the one and only Woodstock of Micro- and Smallcap Investing Space. We got the best track record fund manager Mr. Microcap two guys that invest for decades+are criminally underfollowed as everyone can learn a lot from em and we got"  
[X Link](https://x.com/evfcfaddict/status/1716525238224027780)  2023-10-23T18:41Z [----] followers, [----] engagements


"Some microcap earnings today"  
[X Link](https://x.com/evfcfaddict/status/1716686028830822806)  2023-10-24T05:20Z [----] followers, [----] engagements


"Today had the great pleasure to meet @KochWallStreet again. He did a great job asking all the right questions to the speakers from DJE and Flossbach. Together with @CWRoehl and Waikiki (Insta) for me the top [--] of the wide range german speaking stock market commentators"  
[X Link](https://x.com/evfcfaddict/status/1716810872230670614)  2023-10-24T13:36Z [----] followers, [----] engagements


"Boom there it is - my favorite letters Q3 Edition by my space guest @alluvialcapital is out:"  
[X Link](https://x.com/evfcfaddict/status/1716824170410258799)  2023-10-24T14:29Z [----] followers, 17.5K engagements


"Im no chart technician but that rebound since yesterday looks very weak to mebig tech numbers might be important near term. Midterm Im very confident that well picked small- and microcaps will bring great cagr from here"  
[X Link](https://x.com/evfcfaddict/status/1716857144388006105)  2023-10-24T16:40Z [----] followers, [----] engagements


"Cegedim $CGM.PA double digit revenue growth in Q3:"  
[X Link](https://x.com/evfcfaddict/status/1717582690013098333)  2023-10-26T16:43Z [----] followers, [----] engagements


"@JoergWammers [--] for [--] impossible in Austria except [--] just eat [--] happy meal. I need at least [--] for me without coupons that was like [--] [--] years ago"  
[X Link](https://x.com/evfcfaddict/status/1718657528089710737)  2023-10-29T15:54Z [----] followers, [---] engagements


""Unless the Fed returns to a zero interest rate policy an outcome we view as unlikely we believe the magnificent seven are likely to underperform going forward.""  
[X Link](https://x.com/evfcfaddict/status/1719377576206930212)  2023-10-31T15:35Z [----] followers, [----] engagements


"Singapure stock market is (please answer with your own opinion and not what MSCI says)"  
[X Link](https://x.com/evfcfaddict/status/1719429686348927021)  2023-10-31T19:02Z [----] followers, [----] engagements


"2/2 And the best thing is that $UD.MI continued to execute - but as there is a lack of bid for Italian microcaps the stock is 10% cheaper now. Only one of many incredible opportunities atm. Why Italian micros get no bid (and this should change):"  
[X Link](https://x.com/evfcfaddict/status/1719710712035991578)  2023-11-01T13:39Z [----] followers, [----] engagements


"1/2 Its nice when your boss says you do a great job but yesterday was the best confirmation one can get. One of our biggest clients came to the office. [--] yrs ago when I started at my current job he wanted to stay with my colleague because Im too young/inexperienced7 yrs ago"  
[X Link](https://x.com/evfcfaddict/status/1719774240059039789)  2023-11-01T17:51Z [----] followers, [----] engagements


"2/2 my colleague left the company and I slowly started to build a relationship. [--] yrs ago he started to call me by my first name and yesterday-out of nowhere-he asked me to transfer his securities from Switzerland to us 🥹🫶"  
[X Link](https://x.com/evfcfaddict/status/1719774242026230196)  2023-11-01T17:51Z [----] followers, [----] engagements


"After releasing the rights agreement for next years blockbusters Sonic [--] toys $JAKK just released huge news a corporation with Authentic Brands group: - Q3 numbers should follow in the next minutes"  
[X Link](https://x.com/evfcfaddict/status/1719809704380039427)  2023-11-01T20:12Z [----] followers, [----] engagements


"@LogicalThesis Casino - thats imo not the best way for long term alpha generation"  
[X Link](https://x.com/evfcfaddict/status/1719990357683761196)  2023-11-02T08:10Z [----] followers, [---] engagements


"1/6 You guys wanted an example for a stock that doesnt screen well and offers (imo) excellent RiskReward A few months ago I read @dsmoak98 letters. He was often talking bout this .sg SaaS company. I took a look was very happy for Daniel he got a [--] bagger from 18-21 but as"  
[X Link](https://x.com/evfcfaddict/status/1720171094735229023)  2023-11-02T20:08Z [----] followers, 14.6K engagements


"No one cares about Microcaps It seems like no one is [---] people and I can tell you Dave Daniel Keith David Govro Carsten and me cant wait to have a great time with you talking about our favorite asset class c u all Monday 8:15 pm CET/2:15 pm ET https://x.com/i/spaces/1jMJgmNqqlPKL https://x.com/i/spaces/1jMJgmNqqlPKL"  
[X Link](https://x.com/evfcfaddict/status/1720799918871245082)  2023-11-04T13:47Z 12.9K followers, [----] engagements


"@mr19667 To answer your question: - sometimes funds get the chance to buy larger packs of illiquid stocks if someone else wants out - during earnings volumes are higher which is a chance when you wanna buy more - Capital increases - patience patience patience (buy slowly into it)"  
[X Link](https://x.com/evfcfaddict/status/1720814511081353707)  2023-11-04T14:45Z [----] followers, [--] engagements


"Ok guys lets collect/discuss the best non large cap (2B$) emerging markets (ex China) ideas. Ill start with $CAAP - growing way double digit nice margin ROIC for 7x ev/ebit"  
[X Link](https://x.com/evfcfaddict/status/1721073722268758496)  2023-11-05T07:55Z 14.8K followers, 31.5K engagements


"Remember the boyfriend of my niche Beatsborn in New Zealand huge all blacks fan. Since [----] he is part of the Movember movement. Every November he grows a moustache runsto raise money for mens health projects. If you want you can donate here:"  
[X Link](https://x.com/evfcfaddict/status/1721122687299272708)  2023-11-05T11:10Z [----] followers, [----] engagements


"Good morning from . Im still totally fascinated from yesterdays space. We had great guests before but it really felt I could talk another [--] hours and it wouldnt be boring for a second. Such a smart group of speakers just awesome. Hope to meet everyone in person one day 🤘"  
[X Link](https://x.com/evfcfaddict/status/1721756380808306767)  2023-11-07T05:08Z [----] followers, [----] engagements


"I just relistened the moment that blew my mind yesterday-minute 30:23-31:30 where the guy with a 40%+ cagr tells us that he wants to keep the fund small no need for more outside money wants to perform for his current investors (himself friends family). Incredible mindset"  
[X Link](https://x.com/evfcfaddict/status/1721781539795542047)  2023-11-07T06:48Z [----] followers, [----] engagements


"You know whats funny: I talked a lot about $JAKK with @finance_schmidt whom I 100% trust but it needed that tweet from @SchopenhauerCap that finally convicted me to buy it. Cant explain it but thx again to both of you-nearly 60% in a month and that might only be the beginning"  
[X Link](https://x.com/evfcfaddict/status/1721975700276600996)  2023-11-07T19:39Z [----] followers, [----] engagements


"@finance_schmidt @SchopenhauerCap And @Investmentideen friends are our friends of course 🤗"  
[X Link](https://x.com/evfcfaddict/status/1721981750274916724)  2023-11-07T20:03Z [----] followers, [---] engagements


"Liquidity in european microcaps is further breaking down. Some stocks on my watchlist now at over 10% spread (usually way lower). Happy to be no fund manager in european micros these days. As compelling the opportunities are as hard it must be to trade bigger money there"  
[X Link](https://x.com/evfcfaddict/status/1722231935177744521)  2023-11-08T12:37Z [----] followers, [----] engagements


"@memyselfandi006 maybe the stock wants to confirm the [---] DKK support (for the technicians upon us) for a third time :-D"  
[X Link](https://x.com/evfcfaddict/status/1722234825300730163)  2023-11-08T12:49Z [----] followers, [---] engagements


"From time to time I take a look at stuff like $OXY $EVO $XPEL or $LEAT thinking they arent expensive but than I realize that they are just not my kind of feel good investment. Cant explain it but it seems I learned whats good for me and what makes me too much headache to hold"  
[X Link](https://x.com/evfcfaddict/status/1722325405309227188)  2023-11-08T18:49Z 15.6K followers, [----] engagements


"Besides $SENEA which might report any day now Im watching $DR.TO and $SYZ.TO pre market earnings releases closely as well as $ITM.MI after market close in Milano. Biggest movers from already released earnings in Europe: $ADYEN.AS +27%"  
[X Link](https://x.com/evfcfaddict/status/1722543340460118160)  2023-11-09T09:15Z 16K followers, [----] engagements


"Medical Facilities $DR.TO very solid continued to shrink their non core portfolio as planned:"  
[X Link](https://x.com/evfcfaddict/status/1722587108378915041)  2023-11-09T12:09Z [----] followers, [----] engagements


"2/9 French (HK listed) LOccitane Int. $973.HK sells beauty products. - Growing high teens mainly with their Sol de Janeiro brand - Selling for under 10x [----] ev/ebit - Way cheaper than comps - Take private rumours sent stock way up and as they declined to pay 35HKD back down"  
[X Link](https://x.com/evfcfaddict/status/1722910647472603497)  2023-11-10T09:34Z [----] followers, [----] engagements


"3/9 Polish medtech company Synektik $SNT.WA - Clean balance sheet - Exclusively selling DaVinci systems in Eastern Europe - High growth of recurring revenues - Cardiotracer in Phase [--] Trial - 10x P/E"  
[X Link](https://x.com/evfcfaddict/status/1722910649867460985)  2023-11-10T09:34Z [----] followers, [----] engagements


"4/9 French company Beneteau $BEN.PA is selling boats and leisure homes. - Selling their leisure homes business - Small boats orders weaken a bit - Cyclical but higher end boats pretty stable - Clean balance sheet - Ev/ebit 5"  
[X Link](https://x.com/evfcfaddict/status/1722910652044288373)  2023-11-10T09:34Z [----] followers, [----] engagements


"5/9 Italian air traffic control monopoly ENAV $ENAV.MI is slowly recovering from covid. - Low but steady growing natural monopoly - If margins continue to recover 10x ev/fcf [----] - High dividend (which is not always an advantage for non-italians.)"  
[X Link](https://x.com/evfcfaddict/status/1722910654305104129)  2023-11-10T09:34Z [----] followers, [----] engagements


"6/9 Ibersol $IBS.LS from Portugal operates a network of mainly fast food chains like Pizza Hut and KFC. - Sold Burger King restaurants last year to clean balance sheet - 8x ev/fcf - Details: writeup available at @augustusville forbidden network site"  
[X Link](https://x.com/evfcfaddict/status/1722910656960119256)  2023-11-10T09:34Z [----] followers, [----] engagements


"@OllieGarch @david_katunaric @Govro12 @Bonhoeffer_KDS @dsmoak98 @alluvialcapital First complaint after [----] listenersI have no possibility to change anything - its Elons turn (we all no he will be investing [--] so we have to live with it I guess)"  
[X Link](https://x.com/evfcfaddict/status/1723780217569734981)  2023-11-12T19:10Z [----] followers, [---] engagements


"@HVBesuch A ok das erklrt wie die Konkurrenz heuer ohne Probleme nochmals um 20% die Preise erhhen konnte100 mittlerweile fr Kinderschuhe (und trotzdem gehen manche pleite irre)"  
[X Link](https://x.com/evfcfaddict/status/1725828802331263323)  2023-11-18T10:50Z [----] followers, [---] engagements

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