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[@evfcfaddict](/creator/twitter/evfcfaddict)
"1/2 Found that Sodexo spin-off called Pluxee $PLX.PA in @ToffCap new Monday monitor. It nearly went down to last weeks spinoff price today as retail is able to sell now (it always takes a few days especially in retail banks until you are able to sell spin-offs). I dont think"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1754842112867151908) 2024-02-06 12:18:57 UTC 15.7K followers, 20.3K engagements


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1886897370350129455) 2025-02-04 21:59:24 UTC 15.7K followers, 16.7K engagements


"Updated figures for $TMV.DE Teamviewer. Growth is clearly slowing but the valuation in combination with the huge buybacks makes it interesting at over XX% FCF yield. I still dont know how sustainable the business/revenue is though"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1834127362306236635) 2024-09-12 07:10:14 UTC 15.7K followers, 4399 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943720755692236844) 2025-07-11 17:15:15 UTC 15.7K followers, 4390 engagements


"Siemens Energy -XX Argentex -XX B3 -XX MIPS -XX Hellofresh-11 Teleperformance-9 Campari -X Straumann -X Brod Johansen -X Veritas -X Evo -X Mercedes -5"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1717477056001220797) 2023-10-26 09:43:33 UTC 15.7K followers, 21.9K engagements


"Recent portfolio addition $TECN.SW jumps on new CEO (ex $TMO) announcement:"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943229765155950981) 2025-07-10 08:44:14 UTC 15.8K followers, 2978 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943235801053114500) 2025-07-10 09:08:13 UTC 15.8K followers, 9099 engagements


"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1824824052139036983) 2024-08-17 15:02:12 UTC 15.8K followers, 60.6K engagements


"Azelis Bruker Defama Envipco EVS FILA Intred Kri-Kri Odet Precia Rovi Supreme Teamviewer USU Vidrala Vodafone"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1921156583293149362) 2025-05-10 10:53:17 UTC 15.8K followers, 12.9K engagements


"@JRP980 I bought before CEO change. I think they are very well positioned in their space and I like their balance sheet and the XX% fcf yield"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946982598028435683) 2025-07-20 17:16:39 UTC 15.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1760335361182400517) 2024-02-21 16:07:10 UTC 15.7K followers, 72.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945505810462748702) 2025-07-16 15:28:25 UTC 15.7K followers, 7210 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945510882194137478) 2025-07-16 15:48:34 UTC 15.8K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818610176968077589) 2024-07-31 11:30:28 UTC 15.8K followers, 11.1K engagements


"Im putting together a boring buy and hold portfolio for my niche atm. Goal is to beat the market (10%+ cagr) with XX well managed low risk small and midcap businesses. Is that of interest for anyone or too low expected return for fancy fintwit"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1842236134698467397) 2024-10-04 16:11:36 UTC 15.7K followers, 56.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945510846802653588) 2025-07-16 15:48:26 UTC 15.8K followers, XXX engagements


"Everybody would love to own a business like Tomra $TOM.OL at the right price that might never come for me ;). But there is this X peer that is way smaller but growing faster and already got a strong US footprint. Its trading at 6x 2026e ev/ebit $ENVI.AS Disc: long"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1897983599598539118) 2025-03-07 12:12:07 UTC 15.7K followers, 5880 engagements


"I know most of you dont like the company but I bought a trading position in Teamviewer $TMV.DE under XX. Numbers look great they continue to grow in the high margin Enterprise Segment and are now trading at a XX% FCF yield debt free in 2-3 years buying back lots of stocks"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1920015598114722285) 2025-05-07 07:19:25 UTC 15.7K followers, 9915 engagements


"@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946658827077914715) 2025-07-19 19:50:06 UTC 15.8K followers, 7362 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1876333939570425866) 2025-01-06 18:24:06 UTC 15.7K followers, 3599 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1778141121132056953) 2024-04-10 19:20:54 UTC 15.7K followers, 3055 engagements


"Things that happen if you pay 50x earnings for XX% growth"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1944793350810251620) 2025-07-14 16:17:22 UTC 15.8K followers, 22K engagements


"Fintwit Lets collect ideas again. Whats your favorite stock(s) based on the following requirements: - very (very) high probability of reaching a XX% cagr over X years = double (explanation how you get there is a +) - no/very low debt - no bank/insurance/commodities/biotech"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1773003317573976275) 2024-03-27 15:05:06 UTC 15.7K followers, 61.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1922926885077454863) 2025-05-15 08:07:50 UTC 15.8K followers, 1897 engagements


"Laughing Water @LaughingH20Cap H1 letter is up:"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947650475236724952) 2025-07-22 13:30:33 UTC 15.8K followers, 4669 engagements


"@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943230176952742227) 2025-07-10 08:45:52 UTC 15.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947287265765457969) 2025-07-21 13:27:17 UTC 15.8K followers, 1981 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818702166908928328) 2024-07-31 17:36:01 UTC 15.7K followers, 1400 engagements


"@CodyShirk long $ROVI.MC $BRKR $TMO $AVTR and some more Im digging deeper atm"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1939039238785212858) 2025-06-28 19:12:34 UTC 15.7K followers, 1369 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1899170574645276685) 2025-03-10 18:48:44 UTC 15.7K followers, 6201 engagements


"31/1/24 ytd: XX% Medical Facilities $DR.TO Precia $ALPM.PA Kri-Kri $KRI.AT Cegedim $CGM.PA Delfi $P34.SI Fitlife Brands $FTLF Azeus Systems $BBW.SI Brod. Johansen $AOJ Lindbergh $LDB.MI We Connect $ALWEC.PA $PARA $HGBL $CPH.TO $0142.HK $FQT.VI $BHU.SI $CEV.HM $NBB.L Cash: 20%"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1752769867986473012) 2024-01-31 19:04:36 UTC 15.7K followers, 10.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818704586204455204) 2024-07-31 17:45:37 UTC 15.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1905314594530492710) 2025-03-27 17:42:53 UTC 15.8K followers, 11.8K 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"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1710339553733603653) 2023-10-06 17:01:40 UTC 15.7K followers, 6514 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1939727971025306034) 2025-06-30 16:49:21 UTC 15.8K followers, 16.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1806731942173307144) 2024-06-28 16:50:37 UTC 15.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1666329405977681922) 2023-06-07 06:21:03 UTC 15.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1722225932923293771) 2023-11-08 12:13:54 UTC 15.7K followers, 4279 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946655401484714364) 2025-07-19 19:36:29 UTC 15.8K followers, 68.6K engagements


"@govro12 market cap = inventory now if I remember correctly - interest expense/debt of course a bit high during this downturn"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945157116240535846) 2025-07-15 16:22:50 UTC 15.7K followers, XXX engagements


"29/2/24 ytd: XX% Medical Facilities $DR.TO Fitlife Brands $FTLF Azeus Systems $BBW.SI We Connect $ALWEC.PA Brod. Johansen $AOJ $CPH.TO $LDB.MI $KRI.AT $ALPM.PA $3679.T $DUR.AX $HGBL $ISSC $SL.MI $ITRN $9928.T $KINO.L $BHU.SI $PLX.PA $FQT.VI $CEV.HM Cash: 197%"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1763307002841682426) 2024-02-29 20:55:24 UTC 15.7K followers, 13.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1897929962138542564) 2025-03-07 08:38:59 UTC 15.8K followers, 15.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947655991761506552) 2025-07-22 13:52:28 UTC 15.8K followers, 3285 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947291954036805768) 2025-07-21 13:45:55 UTC 15.8K followers, 2747 engagements


"No.4 in my .jp basket is $3765.T GungHo Buying back lots of stock paying a dividend 11x ev/ebit 11x p/b Parent of Gravity $GRVY - way better RiskReward as Gravity does no buybacks"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1795484459191742730) 2024-05-28 15:57:08 UTC 15.7K followers, 5711 engagements