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[@Arkalos77](/creator/twitter/Arkalos77)
"Edenred $eden.pa update on and Regulatory Headwinds Management feels that the stock has a XX% upside when the temporary clouds are lifted"  
[X Link](https://x.com/Arkalos77/status/1920184248939458588) [@Arkalos77](/creator/x/Arkalos77) 2025-05-07T18:29Z 2708 followers, 1782 engagements


"Portfolio Update - May 2025 All fresh capital will be deployed at Evolution AB $EVO Edenred $eden.pa and Pinduoduo $pdd . The best risk returns the market is giving me. $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"  
[X Link](https://x.com/Arkalos77/status/1928742543040110718) [@Arkalos77](/creator/x/Arkalos77) 2025-05-31T09:17Z 2707 followers, 7904 engagements


"Price implied expectations for $eden.pa Edenred Inputs: Current Stock Price = EUR XXXXX EV= EUR XXXXX billion Market Cap = EUR XXXXX billion WACC = XXX% Terminal Growth Rate (g) = X% Current FCF (FCF0) = EUR XXX million 2025 FCF yield = XX% 2025 FCF per share = EUR XXX 2025 ROCE = XX% 2025 EBIT margin = XX% Market Expectations imply that the business is a melting 🧊 with fcf expected to fall by X% annually over the next XX years while revenues are still expected to grow at high single digits with Ebitda growing double digits from operating leverage and cost efficiencies. I just wait until"  
[X Link](https://x.com/Arkalos77/status/1936419571545563293) [@Arkalos77](/creator/x/Arkalos77) 2025-06-21T13:42Z 2707 followers, 1450 engagements


"Super exciting day in my investing journey. Got my 1st ever 10bagger (Metlen Energy and Metals - $mytil.at) Some key takeaways that reinforce things Ive learnt over the last years by studying the game. - Compounding is the product of time requires patience and the ability to withstand big drawdowns. - Dont be dogmatic on investment styles sectors jurisdictions etc. Home run stocks can be found anywhere in the most unlikely of places. Multibaggers do not happen by planning they happen by chance. I would be a liar to tell you that I knew that Metlen would become the gallium producer for a big"  
[X Link](https://x.com/Arkalos77/status/1938261255761870970) [@Arkalos77](/creator/x/Arkalos77) 2025-06-26T15:41Z 2711 followers, XXX engagements


"Portfolio Update - XX July 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus & Adyen $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"  
[X Link](https://x.com/Arkalos77/status/1951678726715940982) [@Arkalos77](/creator/x/Arkalos77) 2025-08-02T16:17Z 2711 followers, 2192 engagements


"Good primer on Eurofins Scientific $erf.pa by Sam Chipkin of 5am a set and forget position of mine. XX% upside hidden in this lab testing powerhouse: Eurofins Scientific - Sam Chipkin Livewire"  
[X Link](https://x.com/Arkalos77/status/1961466438117413374) [@Arkalos77](/creator/x/Arkalos77) 2025-08-29T16:30Z 2713 followers, XXX engagements


"Me contemplating my Edenred $eden.pa cost basis of XX and whether I should continue averaging down"  
[X Link](https://x.com/Arkalos77/status/1968033462788743348) [@Arkalos77](/creator/x/Arkalos77) 2025-09-16T19:25Z 2707 followers, 1419 engagements


"Rainwater Equity ETF Holdings - Joseph R. Shaposhnik (ex TCW) Investment Philosophy: X. Recurring Revenue Businesses: We seek to invest in businesses that secure sales with subscriptions or repeatpurchases. These companies are more straightforward to operate and evaluateand we believe more likely to deliverconsistent growth with fewer surprises. X. Invest With Strong Leaders: A strong leader is a fanatic that has a record of outperformance invests the firms cash flow effectively and aligns employee compensation with creating value for shareholders. X. Hold For the Long Run: We intend to hold"  
[X Link](https://x.com/Arkalos77/status/1970547239123554682) [@Arkalos77](/creator/x/Arkalos77) 2025-09-23T17:54Z 2711 followers, XXX engagements


"Patient Capital Management Q3 XX Fund Commentary on Alibaba $baba"  
[X Link](https://x.com/Arkalos77/status/1979234392691052988) [@Arkalos77](/creator/x/Arkalos77) 2025-10-17T17:13Z 2717 followers, XXX engagements


"$bats British American Tobacco quarterly dividend just in. Reinvested in Evolution AB $evo $evo.st"  
[X Link](https://x.com/Arkalos77/status/1920460145965854862) [@Arkalos77](/creator/x/Arkalos77) 2025-05-08T12:45Z 2717 followers, 6979 engagements


"$evo.st Evolution AB dividend just in. Reinvested in Edenred $eden.pa prior to the ex dividend date"  
[X Link](https://x.com/Arkalos77/status/1925133011449757887) [@Arkalos77](/creator/x/Arkalos77) 2025-05-21T10:14Z 2717 followers, 1111 engagements


"Few have studied $evo.st $evo Evolution AB as thoroughly as @Speedwell_LLC In the epilogue of the pod 👇 they cut through the noise like a boss and distill the investment thesis to the few things that really matter. Long the stock for the exact same reasons. Misalignment of price implied expectations with Future Growth Rates And you know one thing that was interesting that this account manager at Evolution said was he was asked about the growth rate. Is it something like XX to XX or XX to XX And he responded saying it's going to definitely be XX% plus. Secular Tailwinds and along runway of"  
[X Link](https://x.com/Arkalos77/status/1948805364150862038) [@Arkalos77](/creator/x/Arkalos77) 2025-07-25T17:59Z 2717 followers, 3429 engagements


"Impressive stuff from $payc Paycom Not only is iwant the biggest innovation we have ever done since founding but by the time we do version X or X i dont even know what I could develop after that Paycom founder CEO and chairman Chad Richison"  
[X Link](https://x.com/Arkalos77/status/1953213304123375779) [@Arkalos77](/creator/x/Arkalos77) 2025-08-06T21:55Z 2717 followers, 1100 engagements


"Added to Edenred $eden.pa today XXX% position now with the average cost basis falling to 30.41"  
[X Link](https://x.com/Arkalos77/status/1970789093748703440) [@Arkalos77](/creator/x/Arkalos77) 2025-09-24T09:55Z 2713 followers, 1622 engagements


"☕can Portfolio Update - Sep 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus Adyen & Allibaba (new) This is a list of stocks I intend to hold on for dear life and pass on to my kids. The success of the experiment (financial independence for our family) depends on the wisdom and foresight to select the objects to be placed in the coffee can to begin with. Hopefully some of these stocks will end up being multi-baggers in the next several years driving portfolio returns. $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"  
[X Link](https://x.com/Arkalos77/status/1973128361623867740) [@Arkalos77](/creator/x/Arkalos77) 2025-09-30T20:50Z 2717 followers, 6537 engagements


"Back then Tencent $tcehy on its own was valued at $ 250bn with a $ 150bn investment portfolio. And prosus itself was trading at a XX % discount to NAV. People talk about market efficiency yet the market will always gives you opportunities through big stock fluctuations that do not reflect the true change in the underlying businesses even in mega caps. Sometimes you just need to wait until you see money lying in the corner and walk over to pick it up"  
[X Link](https://x.com/Arkalos77/status/1973736344049361167) [@Arkalos77](/creator/x/Arkalos77) 2025-10-02T13:06Z 2716 followers, XXX engagements


"@ReneSellmann A medium term potential risk that I see about $eden.pa Edenred is the digital euro with its programmatic capabilities. Not close enough to trouble my headspace for now"  
[X Link](https://x.com/Arkalos77/status/1974912575172428121) [@Arkalos77](/creator/x/Arkalos77) 2025-10-05T19:00Z 2717 followers, XXX engagements


"This crazy with his enthusiasm has nearly convinced me that one day $prx.as Prosus will be worth 100bn ex $tcehy Tencent stake with best in class consumer ecosystems in  and Latam"  
[X Link](https://x.com/Arkalos77/status/1975885779307208844) [@Arkalos77](/creator/x/Arkalos77) 2025-10-08T11:27Z 2717 followers, 1350 engagements


"Metlen $mytil.at is now an XX bagger for me (without dividends). And the best days are still ahead of them. This has been a hell of 🏃♂ CAGRing XX% over the last XX years. Buy right and hold on to experience the joy of compounding 🙏 "  
[X Link](https://x.com/Arkalos77/status/1953829864609386935) [@Arkalos77](/creator/x/Arkalos77) 2025-08-08T14:45Z 2713 followers, 7235 engagements


"☕can Portfolio Update - XX Aug 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus & Adyen $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"  
[X Link](https://x.com/Arkalos77/status/1962162630379942372) [@Arkalos77](/creator/x/Arkalos77) 2025-08-31T14:36Z 2713 followers, 6604 engagements


"$prx.as Prosus a X bagger now. The easiest 💰 I have ever made in the stockmarket"  
[X Link](https://x.com/Arkalos77/status/1973682185745133957) [@Arkalos77](/creator/x/Arkalos77) 2025-10-02T09:31Z 2713 followers, 3180 engagements


"@Riccibuff95 @stonkmetal Thanks for letting us know. We have been accustomed to regulatory headwinds lately. Good to remind ourselves that regulation can also be a tailwind for $eden.pa Edenred"  
[X Link](https://x.com/Arkalos77/status/1978822340008910966) [@Arkalos77](/creator/x/Arkalos77) 2025-10-16T13:56Z 2713 followers, XXX engagements


"Porfolio Diversification is"  
[X Link](https://x.com/Arkalos77/status/1979624427274056112) [@Arkalos77](/creator/x/Arkalos77) 2025-10-18T19:03Z 2713 followers, XXX engagements


"Added a bit more Edenred $eden.pa ahead of the quarterly results. At the end of the day investing is about buying access to cash flow streams. This is a structurally advantaged m money making machine that will still grow in the years to come. The math will ultimately work. Average cost basis is now down to 29.70"  
[X Link](https://x.com/Arkalos77/status/1980239903519539363) [@Arkalos77](/creator/x/Arkalos77) 2025-10-20T11:49Z 2713 followers, 1631 engagements


"For all $bats $bti British American Tobacco 🐻 who think we will not succeed in next generation products and compete with $pmi on heated tobacco. A friendly reminder that our technology partner is fu***ing BYD"  
[X Link](https://x.com/Arkalos77/status/1877374454403039516) [@Arkalos77](/creator/x/Arkalos77) 2025-01-09T15:18Z 2713 followers, 3054 engagements


"My uninvestable positions $bats $bti ✅ + XX% and XX% div yield $prx.as $tcehy ✅ + XXX% $baba ✅ 💯 % $pdd ✅ +40% $eden.pa Edenred $evo.st Evolution AB 👇"  
[X Link](https://x.com/Arkalos77/status/1968383795666747499) [@Arkalos77](/creator/x/Arkalos77) 2025-09-17T18:37Z 2713 followers, 1034 engagements


"Rare earths are in fashion today. A reminder that Metlen $mytil.at is the business that will cover European Unions needs in gallium (50 tonnes from 2028). The odds of this strategic 300mn project getting subsidised by 👀 better than ever"  
[X Link](https://x.com/Arkalos77/status/1976710543676432494) [@Arkalos77](/creator/x/Arkalos77) 2025-10-10T18:04Z 2713 followers, 1174 engagements


"Metlen $mytil.at Another casual all time high prior to the LSE debut next week"  
[X Link](https://x.com/Arkalos77/status/1950568139785167124) [@Arkalos77](/creator/x/Arkalos77) 2025-07-30T14:44Z 2713 followers, XXX engagements


"In the short run the market is a voting machine in the long run it is a weighing machine. The price of the stock will eventually reflect the companys intrinsic value blah blah blah Unless you are $eden.pa Edenred 🤦🏻♂ Stock vs Financial Performance over the last decade. And yes I m fully aware of all regulatory headwinds in the meal voucher division in and that would reduce ebitda by XX% in an armageddon scenario"  
[X Link](https://x.com/Arkalos77/status/1974833312515432767) [@Arkalos77](/creator/x/Arkalos77) 2025-10-05T13:45Z 2713 followers, 2910 engagements


"The Oakmark International Fund initiated positions in Siemens Healthineers $shl.de and Dassault Systemes $dsy in Q3 XX Investment Rationale👇"  
[X Link](https://x.com/Arkalos77/status/1980341954820084195) [@Arkalos77](/creator/x/Arkalos77) 2025-10-20T18:34Z 2713 followers, XXX engagements