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[@mavix_leon](/creator/twitter/mavix_leon)
"Portfolio end of July '24 stocks Epsilon Net $EPSIL Shelly Group $SLYG Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Transense Technologies $TRT.L IDT $IDT Lindbergh $LDB.MI Amazon $AMZN Leatt $LEAT Toyokumo $4058 Secunet Security Networks $YSN Frequentis $FQT New - Sold $CNS.MI $NRST.MI"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1819061526218649942) 2024-08-01 17:23:59 UTC 8077 followers, 18K engagements


"Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi $KSPI Secunet Security Networks $YSN Leatt $LEAT Transense Technologies $TRT.L Amazon $AMZN Neurosoft $NRST B3 Consulting Group $B3.ST Frequentis $FQT YOC $YOC New - Sold $SMSMED"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1752720294257569967) 2024-01-31 15:47:36 UTC 8077 followers, 32.1K engagements


"Portfolio end of February '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Kaspi $KSPI Amazon $AMZN Transense Technologies $TRT.L Secunet Security Networks $YSN Leatt $LEAT Civitanavi Systems $CNS.MI B3 Consulting Group $B3.ST Frequentis $FQT Neurosoft $NRST YOC $YOC New $CNS Sold -"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1763555515345346630) 2024-03-01 13:22:54 UTC 8077 followers, 29.9K engagements


"Portfolio Update April '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL Lindbergh SpA $LDB.MI IDT $IDT Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security $YSN Civitanavi Systems $CNS.MI Leatt $LEAT Transense Technologies $TRT.L Frequentis $FQT Neurosoft $NRST.MI YOC $YOC New: - Sold: $KSPI $B3.ST"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1785582611756192031) 2024-05-01 08:10:43 UTC 8077 followers, 41.7K engagements


"Lindbergh $LDB.MI acquires three major customers within its Network Management Business Unit. Schneider Electric SpA will use the integrated logistics management of specialized tools Aprolis Italia will introduce Lindberghs night time delivery service as well as waste management for XXX technicians and another industrial group with more than XXX technicians will implement the night time delivery. The total business volume generated by these three clients is estimated at EUR 300000"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1940367915477266816) 2025-07-02 11:12:15 UTC 8076 followers, 1866 engagements


"My Team #Europoor Shelly Group $SLYG Arcure $ALCUR Powersoft $PWS Secunet Security $YSN Frequentis $FQT Lindbergh $LDB Transense Technologie $TRT.L What are your favorite picks to quickly become poor with european stocks"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1862497856411566337) 2024-11-29 14:04:27 UTC 8077 followers, 19.2K engagements


"Evolution $EVO today announced a new partnership agreement with Ballys Corporation. The agreement strengthens Bally Casinos offering in Rhode Island with a wide-ranging portfolio of Evolutions slot titles and establishes Evolutions footprint in Rhode Island a key milestone in its US growth strategy"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1940810223788400962) 2025-07-03 16:29:50 UTC 8076 followers, 2051 engagements


"Portfolio end of June '25: Sold: IDT $IDT GiG Software $GIG Shelly Group $SLYG Secunet Security Networks $YSN Centrotec $CEV.HM Frequentis $FQT Lindbergh $LDB.MI Evolution $EVO Toyokumo $4058 ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Elliptic Laboratories $ELABS (prev. undisclosed) Gentoo Media $G2M Arcure $ALCUR"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1940365017846518176) 2025-07-02 11:00:45 UTC 8077 followers, 5046 engagements


"I just published my Portfolio Update for June 2025. It includes: My current portfolio and position sizes Reasons why I sold IDT Corp. $IDT & GiG Software $GIG Quarterly results of IDT Recent News & Information about $SLYG $FQT $ALCUR $LEAT $4058 $IDT $ELABS & $RDUE You can find it in the Portfolio section of the blog :)"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1940050957238190179) 2025-07-01 14:12:47 UTC 8077 followers, 2988 engagements


"Portfolio Update March '24 (full update incl. comments in bio) stocks Shelly Group $SLYG Epsilon Net $EPSIL IDT Corp. $IDT Gaming Innovation Group $GIG Lindbergh $LDB.MI Centrotec $CEV.HM Evolution $EVO Amazon $AMZN Secunet Security Networks $YSN Leatt $LEAT Civitanavi Systems $CNS.MI Transense Technologies $TRT.L Frequentis $FQT Kaspi $KSPI B3 Consulting $B3.ST Neurosoft $NRST YOC $YOC"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1774058022785999053) 2024-03-30 12:56:07 UTC 8077 followers, 40.9K engagements


"Portfolio end of May '24 stocks Shelly Group $SLYG Epsilon Net $EPSIL Gaming Innovation Group $GIG Centrotec $CEV.HM Evolution $EVO IDT $IDT Transense Technologies $TRT.L Lindbergh $LDB.MI Leatt $LEAT Amazon $AMZN Civitanavi Systems $CNS.MI Secunet Security Networks $YSN Toyokumo $4058 Frequentis $FQT Neurosoft $NRST.MI New Toyokumo $4058 Sold YOC $YOC"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1796922531451994540) 2024-06-01 15:11:31 UTC 8077 followers, 35.7K engagements


"Portfolio end of May '25: Shelly Group $SLYG Centrotec $CEV.HM Frequentis $FQT Secunet Security Networks $YSN Toyokumo $4058 Evolution $EVO Lindbergh $LDB.MI ErreDue $RDUE Transense Technologies $TRT.L Leatt $LEAT Arcure $ALCUR -undisclosed- IDT $IDT Gentoo Media $G2M GiG Software $GIG"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1929131524202348774) 2025-06-01 11:02:51 UTC 8075 followers, 13.5K engagements


"Portfolio end of April '25: Shelly Group $SLYG Centrotec $CEV.HM Secunet Security Networks $YSN Frequentis $FQT Evolution $EVO Gentoo Media $G2M ErreDue $RDUE Toyokumo $4058 Transense Technologies $TRT.L Lindbergh $LDB.MI IDT Corp $IDT Arcure $ALCUR Leatt $LEAT (undisclosed) GiG Software $GIG"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1917902194348847135) 2025-05-01 11:21:30 UTC 8075 followers, 14.1K engagements


"Leatt $LEAT today announced that two of its innovative products were honored last week at the prestigious Eurobike 2025 show in Frankfurt. The XXX Gravity Helmet won the Eurobike Gold Award for Technical Highlight and the XXX HydraDri Jacketwon the Eurobike Award for Performance Clothing"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1940784757912060134) 2025-07-03 14:48:38 UTC 8075 followers, 1553 engagements


"MGI $MDGIF Q3 '22 results: Revenues +39% (23% organic) Adj. EBITDA +21% Adj. EBIT +24% Adj. net results +4% strong growth despite several headwinds in advertising market; ad spend on MGI platform grew by XX% Revenue Guidance raised to EUR 315m-325 (from 295-315) ✅"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1592438072289161219) 2022-11-15 08:43:17 UTC 8077 followers, XX engagements


"Evolution $EVO Q2 2025 results: Revenues +3.1% * Live +3.6% *RNG +0.3% EBITDA -XXX% EBITDA margin of XXXX% ( vs. 68%) Profit -XXX% Profit margin XXXX% ( vs. 52.9%) Continued headwinds in Asia due to cyberattacks and ring-fencing measures in Europe"  
![@mavix_leon Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1179327499559407616.png) [@mavix_leon](/creator/x/mavix_leon) on [X](/post/tweet/1945759659605836028) 2025-07-17 08:17:07 UTC 8077 followers, 2399 engagements