LunarCrush LLM | creator/twitter::1304066942098190338/posts

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[@PatchesAKF](/creator/twitter/PatchesAKF)
"Swapped my Worldline ( $WLN ) position into Nexi Group in the last few days as valuations got to similar levels and $NEXI is clearly superior business / investment - Stronger organic growth versus footprint than WLN - Higher margins that are trending up vs. WLN's are not - Better management team with stability vs. transition at WLN - Consistent and improving FCF (717m in 2024 = XXXX% yield on mcap and target 800m in 2025 = XXXX% yield) vs. uncertainty at WLN - Actively exploring sale of non-core assets vs. talk of asset sales but uncertainty at WLN - Actively returning capital to"  
[X Link](https://x.com/PatchesAKF/status/1909635323119669668) [@PatchesAKF](/creator/x/PatchesAKF) 2025-04-08T15:51Z XXX followers, XXX engagements


"Check out my Q2 portfolio update in the link below. The post discusses recent news for Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"  
[X Link](https://x.com/PatchesAKF/status/1962474002791719011) [@PatchesAKF](/creator/x/PatchesAKF) 2025-09-01T11:13Z XXX followers, 1219 engagements


"Back in $WLN in a very small way through the ADRs after the earnings call. Results were still weak but potentially bottomed and no indication of the disaster report that was seemingly expected by short sellers who were piling into Worldline over the last couple of weeks. I think there's X% of the shares sold short before today (20m shares)"  
[X Link](https://x.com/PatchesAKF/status/1980687198841397639) [@PatchesAKF](/creator/x/PatchesAKF) 2025-10-21T17:26Z XXX followers, XXX engagements


"Check out my latest post analyzing the valuations of my core holdings in the link below. The post covers Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"  
[X Link](https://x.com/PatchesAKF/status/1970080338354618480) [@PatchesAKF](/creator/x/PatchesAKF) 2025-09-22T10:58Z XXX followers, XXX 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.]

@PatchesAKF "Swapped my Worldline ( $WLN ) position into Nexi Group in the last few days as valuations got to similar levels and $NEXI is clearly superior business / investment - Stronger organic growth versus footprint than WLN - Higher margins that are trending up vs. WLN's are not - Better management team with stability vs. transition at WLN - Consistent and improving FCF (717m in 2024 = XXXX% yield on mcap and target 800m in 2025 = XXXX% yield) vs. uncertainty at WLN - Actively exploring sale of non-core assets vs. talk of asset sales but uncertainty at WLN - Actively returning capital to"
X Link @PatchesAKF 2025-04-08T15:51Z XXX followers, XXX engagements

"Check out my Q2 portfolio update in the link below. The post discusses recent news for Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"
X Link @PatchesAKF 2025-09-01T11:13Z XXX followers, 1219 engagements

"Back in $WLN in a very small way through the ADRs after the earnings call. Results were still weak but potentially bottomed and no indication of the disaster report that was seemingly expected by short sellers who were piling into Worldline over the last couple of weeks. I think there's X% of the shares sold short before today (20m shares)"
X Link @PatchesAKF 2025-10-21T17:26Z XXX followers, XXX engagements

"Check out my latest post analyzing the valuations of my core holdings in the link below. The post covers Barry Callebaut ( $BARN ) Edenred ( $EDEN ) Logista ( $LOG ) Megacable ( $MEGACPO ) Nexi Group ( $NEXI ) NexTone ( $7094.JP ) and PT Indocement ( $INTP )"
X Link @PatchesAKF 2025-09-22T10:58Z XXX followers, XXX engagements