[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.] #  @Arkalos77 Yannis Stamatopoulos Yannis Stamatopoulos posts on X about $evost, $bats, $prxas, $adyen the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::4653990256/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::4653990256/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +18% - X Year XXX +3.60% ### Followers: XXXXX [#](/creator/twitter::4653990256/followers)  - X Week XXXXX +0.04% - X Month XXXXX +2% - X Months XXXXX +13% - X Year XXXXX +35% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::4653990256/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% **Social topic influence** [$evost](/topic/$evost) #7, [$bats](/topic/$bats) #2, [$prxas](/topic/$prxas) #11, [$adyen](/topic/$adyen) #8, [$mytilat](/topic/$mytilat) #3, [$edenpa](/topic/$edenpa) 15.79%, [$baba](/topic/$baba) #115, [$tcehy](/topic/$tcehy) #6, [business](/topic/business) 13.16%, [$evo](/topic/$evo) XXXXX% **Top accounts mentioned or mentioned by** [@chrisz_ch](/creator/undefined) [@dedeeyesan](/creator/undefined) [@youtube](/creator/undefined) [@cristiano](/creator/undefined) [@perplexityai](/creator/undefined) [@matheussilvae](/creator/undefined) [@stonkmetal](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [Eden (EDEN)](/topic/$eden) [Fortinet Inc (FTNT)](/topic/$ftnt) [4 (FOUR)](/topic/$four) [Paycom Software Inc (PAYC)](/topic/$payc) [British American Tobacco (BTI)](/topic/$bti) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [WW Grainger Inc (GWW)](/topic/$gww) [Basilisk (BSX)](/topic/$bsx) [Copart, Inc. (CPRT)](/topic/$cprt) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Reynolds Consumer Products Inc. Common Stock (REYN)](/topic/$reyn) ### Top Social Posts Top posts by engagements in the last XX hours "The $adyen $adyey Adyen investment thesis in a nutshell courtesy of their CFO. Low total addressable market penetration (currently 5%) and market share gainer in a very large Total Addressable Market that is also growing very fast. The ideal recipe of a compounding machine" [X Link](https://x.com/Arkalos77/status/1989650954023764016) 2025-11-15T11:05Z 2809 followers, 2911 engagements "☕can Portfolio Update - Nov 2025 XX bagger 🏆: Metlen X baggers 🥇: Prosus & Adyen Investing should be more like watching paint dry or watching grass grow. If you want excitement take $XXX and go to Las Vegas. Paul Samuelson $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/1994757320417464812) 2025-11-29T13:16Z 2807 followers, 1499 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) 2025-08-02T16:17Z 2804 followers, 2207 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) 2025-08-31T14:36Z 2804 followers, 6770 engagements "The ability to properly read market expectations and anticipate revisions of these is the springboard for earning superior long term returns Is Edenred $eden.pa a melting 🧊 Absolutely not regardless of tbe regulatory headwinds in . This is where all my fresh capital will be heading in this overheated market" [X Link](https://x.com/Arkalos77/status/1969465360735682903) 2025-09-20T18:15Z 2808 followers, 3422 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) 2025-09-24T09:55Z 2805 followers, 1710 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 $erf.pa" [X Link](https://x.com/Arkalos77/status/1973128361623867740) 2025-09-30T20:50Z 2804 followers, 6786 engagements "$prx.as Prosus a X bagger now. The easiest 💰 I have ever made in the stockmarket" [X Link](https://x.com/Arkalos77/status/1973682185745133957) 2025-10-02T09:31Z 2808 followers, 3282 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) 2025-10-05T13:45Z 2808 followers, 4396 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) 2025-10-08T11:27Z 2808 followers, 2847 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) 2025-10-10T18:04Z 2804 followers, 1313 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) 2025-10-20T11:49Z 2808 followers, 2738 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) 2025-10-20T18:34Z 2808 followers, 1211 engagements "Brilliant development for Evolution AB $evo.st $evo Fintwit currently focuses on the lawsuit and compensation and not on the second order effects that matter the most. That is the reputational damage that will drive $ptec Playtech operators to switch to Evolution losing significant market share. We have a near monopoly in our 🙌 for the online casino market" [X Link](https://x.com/Arkalos77/status/1980617813418250369) 2025-10-21T12:50Z 2804 followers, 7987 engagements "No politician wants to mess around with Ticket Restaurant and the yellow vests. Allez ✌ $eden.pa Edenred" [X Link](https://x.com/Arkalos77/status/1980708946257072463) 2025-10-21T18:53Z 2805 followers, 2297 engagements "After seeing the most popular fintwit accounts capitulating on $evo $evo.st Evolution AB let me also add that The time of maximum pessimism is the best time to buy" [X Link](https://x.com/Arkalos77/status/1981428037548699971) 2025-10-23T18:30Z 2804 followers, 9145 engagements "Reverse DCF to put things into perspective on price implied expectations for Evolution AB $evo $evo.st In summary the market currently values Evolution as a melting 🧊 implying that FCF will decline X% per annum over the next XX years. DCF inputs - Enterprise Value = XXXXXX bn - WACC = X% - Current Year FCF = XXXXX bn - Number of Shares = XXXXXXX mn Is this a business in structural decline" [X Link](https://x.com/Arkalos77/status/1982467463766806726) 2025-10-26T15:20Z 2804 followers, 14.5K engagements "The Parnassus Core Equity Fund of Todd Ahlsten is one of the quality funds I follow for idea generation . His investment philosophy around durable moats and increasing relevance reasonates with me. Q3 XX Commentary on why they bought Boston Scientific $BSX and W.W Grainger inc $GWW 👇" [X Link](https://x.com/Arkalos77/status/1983227751927820570) 2025-10-28T17:41Z 2807 followers, 1988 engagements "Life in the $evo $evo.st Evolution AB community " [X Link](https://x.com/Arkalos77/status/1983236576550224208) 2025-10-28T18:17Z 2804 followers, 5643 engagements "Playtech should go out of business $evo $evo.st Evolution AB Scoop: Playtech offered Black Cube 500k bounty for Evolution licence revocation" [X Link](https://x.com/Arkalos77/status/1985414772137886037) 2025-11-03T18:32Z 2807 followers, 3360 engagements "$bats $bti dividend just in . Reinvested in Edenred $eden.pa Ultimately investing is about getting access to cash flows New average cost basis is 29.29" [X Link](https://x.com/Arkalos77/status/1987833937524359484) 2025-11-10T10:45Z 2808 followers, 1555 engagements "While Metlen $MTLN $MYTIL.AT has taken a tumble recently nothing has changed in the fundamentals of the business and the medium term plan to double profitability remains intact. The key reason for the stocks weakness is Metlen's removal from MSCI Emerging Markets-related indices that was formally announced this month. Speculative funds including Marshall Wace LLP and Millennium Capital (DIFC) Limited had opened short positions in advance to capitalize on downward pressure from forced selling by passive funds tracking MSCI Emerging Markets indices. Our Chairman is arguably pissed but will have" [X Link](https://x.com/Arkalos77/status/1988167307047174462) 2025-11-11T08:49Z 2807 followers, XXX engagements "Et tu Copart $cprt" [X Link](https://x.com/Arkalos77/status/1993044079341715627) 2025-11-24T19:48Z 2806 followers, 1164 engagements "A Joe Tsai Interview that all $baba Alibaba shareholders should listen to (skip the first XX mins) We do not look at the AI race according to the definition which is how good the LLM models are we look at the entire stack (in other words they 👀 at signal vs noise) Where does have the advantage 👉 Energy. installed base of electricity generation capaicity is XXX times that of . And even better the net additions to capacity that is putting in is X times that of . The end result of all this is that electricity is about XX% cheaper than . 👉 Cost to build a data center. XX % cheaper in than . 👉" [X Link](https://x.com/Arkalos77/status/1994162431023825365) 2025-11-27T21:52Z 2803 followers, 38.2K engagements "I sometimes think about this post and reponses $bats $bti" [X Link](https://x.com/Arkalos77/status/1995122795064230088) 2025-11-30T13:28Z 2805 followers, 7332 engagements "Getting Bitcoin $btc exposure through $mstr MicroStrategy" [X Link](https://x.com/Arkalos77/status/1995788746948562989) 2025-12-02T09:34Z 2803 followers, XXX engagements "☕can Portfolio Update - Oct 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus Adyen & Alibaba ''If a man knows not to which port he sails no wind is favourable'' Seneca $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/1984521319182913590) 2025-11-01T07:22Z 2807 followers, 1903 engagements "Summary of $bats $bti British American Tobacco trading update 👉 Reynolds (contributing half of the profits come from) is growing again. 👉 Double digit growth expected for New Categories (acceleration from single digit) - Velo (nicotine pouches) a 🚀 in both and - Glo Hilo (heated tobacco) to start gaining marketshare in the profitable premium segment starting from a very low base(less than X% in Japan and where it was recently launched). - Vuse (vaping) no longer a drag with further potential upside if the crackdown on illicit vapes continues 👉 Stock Buybacks - XXX bn for 2026 starting" [X Link](https://x.com/Arkalos77/status/1998645643267416084) 2025-12-10T06:47Z 2809 followers, XXX engagements "Adyen $adyey $adyen - Sustainable competitive advantages through a modern unified technology stack banking licenses culture of innovation ✅ - Fast and Profitable growth offering real value to clients ✅ - Low total addressable market penetration in a very large total addressable market that is growing fast (allowing reinvestment at high incremental returns) ✅ does not have a monopoly on good businesses" [X Link](https://x.com/Arkalos77/status/1988335876888555526) 2025-11-11T19:59Z 2808 followers, 1578 engagements "Very happy to have Tadeu Marroco at the helm of $bats $bti. A lifer (formerly CFO) that has shifted the strategy from growth at all costs to quality growth. Pragmatic focused on innovation execution and profitabilty of New Categories rather than just user acquisition. Look forward to the trading update on Tuesday and further assurance that all the building blocks are in place to deliver their midterm growth algorithm" [X Link](https://x.com/Arkalos77/status/1997574445066514772) 2025-12-07T07:50Z 2809 followers, 2278 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.]
@Arkalos77 Yannis Stamatopoulos
Yannis Stamatopoulos posts on X about $evost, $bats, $prxas, $adyen the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +18%
- X Year XXX +3.60%
Followers: XXXXX #
- X Week XXXXX +0.04%
- X Month XXXXX +2%
- X Months XXXXX +13%
- X Year XXXXX +35%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXXX%
Social topic influence $evost #7, $bats #2, $prxas #11, $adyen #8, $mytilat #3, $edenpa 15.79%, $baba #115, $tcehy #6, business 13.16%, $evo XXXXX%
Top accounts mentioned or mentioned by @chrisz_ch @dedeeyesan @youtube @cristiano @perplexityai @matheussilvae @stonkmetal
Top assets mentioned Alibaba Group (BABA) Eden (EDEN) Fortinet Inc (FTNT) 4 (FOUR) Paycom Software Inc (PAYC) British American Tobacco (BTI) Boston Scientific Corporation (BSX) WW Grainger Inc (GWW) Basilisk (BSX) Copart, Inc. (CPRT) Bitcoin (BTC) Strategy (MSTR) Reynolds Consumer Products Inc. Common Stock (REYN)
Top Social Posts
Top posts by engagements in the last XX hours
"The $adyen $adyey Adyen investment thesis in a nutshell courtesy of their CFO. Low total addressable market penetration (currently 5%) and market share gainer in a very large Total Addressable Market that is also growing very fast. The ideal recipe of a compounding machine"
X Link 2025-11-15T11:05Z 2809 followers, 2911 engagements
"☕can Portfolio Update - Nov 2025 XX bagger 🏆: Metlen X baggers 🥇: Prosus & Adyen Investing should be more like watching paint dry or watching grass grow. If you want excitement take $XXX and go to Las Vegas. Paul Samuelson $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"
X Link 2025-11-29T13:16Z 2807 followers, 1499 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 2025-08-02T16:17Z 2804 followers, 2207 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 2025-08-31T14:36Z 2804 followers, 6770 engagements
"The ability to properly read market expectations and anticipate revisions of these is the springboard for earning superior long term returns Is Edenred $eden.pa a melting 🧊 Absolutely not regardless of tbe regulatory headwinds in . This is where all my fresh capital will be heading in this overheated market"
X Link 2025-09-20T18:15Z 2808 followers, 3422 engagements
"Added to Edenred $eden.pa today XXX% position now with the average cost basis falling to 30.41"
X Link 2025-09-24T09:55Z 2805 followers, 1710 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 $erf.pa"
X Link 2025-09-30T20:50Z 2804 followers, 6786 engagements
"$prx.as Prosus a X bagger now. The easiest 💰 I have ever made in the stockmarket"
X Link 2025-10-02T09:31Z 2808 followers, 3282 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 2025-10-05T13:45Z 2808 followers, 4396 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 2025-10-08T11:27Z 2808 followers, 2847 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 2025-10-10T18:04Z 2804 followers, 1313 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 2025-10-20T11:49Z 2808 followers, 2738 engagements
"The Oakmark International Fund initiated positions in Siemens Healthineers $shl.de and Dassault Systemes $dsy in Q3 XX Investment Rationale👇"
X Link 2025-10-20T18:34Z 2808 followers, 1211 engagements
"Brilliant development for Evolution AB $evo.st $evo Fintwit currently focuses on the lawsuit and compensation and not on the second order effects that matter the most. That is the reputational damage that will drive $ptec Playtech operators to switch to Evolution losing significant market share. We have a near monopoly in our 🙌 for the online casino market"
X Link 2025-10-21T12:50Z 2804 followers, 7987 engagements
"No politician wants to mess around with Ticket Restaurant and the yellow vests. Allez ✌ $eden.pa Edenred"
X Link 2025-10-21T18:53Z 2805 followers, 2297 engagements
"After seeing the most popular fintwit accounts capitulating on $evo $evo.st Evolution AB let me also add that The time of maximum pessimism is the best time to buy"
X Link 2025-10-23T18:30Z 2804 followers, 9145 engagements
"Reverse DCF to put things into perspective on price implied expectations for Evolution AB $evo $evo.st In summary the market currently values Evolution as a melting 🧊 implying that FCF will decline X% per annum over the next XX years. DCF inputs - Enterprise Value = XXXXXX bn - WACC = X% - Current Year FCF = XXXXX bn - Number of Shares = XXXXXXX mn Is this a business in structural decline"
X Link 2025-10-26T15:20Z 2804 followers, 14.5K engagements
"The Parnassus Core Equity Fund of Todd Ahlsten is one of the quality funds I follow for idea generation . His investment philosophy around durable moats and increasing relevance reasonates with me. Q3 XX Commentary on why they bought Boston Scientific $BSX and W.W Grainger inc $GWW 👇"
X Link 2025-10-28T17:41Z 2807 followers, 1988 engagements
"Life in the $evo $evo.st Evolution AB community "
X Link 2025-10-28T18:17Z 2804 followers, 5643 engagements
"Playtech should go out of business $evo $evo.st Evolution AB Scoop: Playtech offered Black Cube 500k bounty for Evolution licence revocation"
X Link 2025-11-03T18:32Z 2807 followers, 3360 engagements
"$bats $bti dividend just in . Reinvested in Edenred $eden.pa Ultimately investing is about getting access to cash flows New average cost basis is 29.29"
X Link 2025-11-10T10:45Z 2808 followers, 1555 engagements
"While Metlen $MTLN $MYTIL.AT has taken a tumble recently nothing has changed in the fundamentals of the business and the medium term plan to double profitability remains intact. The key reason for the stocks weakness is Metlen's removal from MSCI Emerging Markets-related indices that was formally announced this month. Speculative funds including Marshall Wace LLP and Millennium Capital (DIFC) Limited had opened short positions in advance to capitalize on downward pressure from forced selling by passive funds tracking MSCI Emerging Markets indices. Our Chairman is arguably pissed but will have"
X Link 2025-11-11T08:49Z 2807 followers, XXX engagements
"Et tu Copart $cprt"
X Link 2025-11-24T19:48Z 2806 followers, 1164 engagements
"A Joe Tsai Interview that all $baba Alibaba shareholders should listen to (skip the first XX mins) We do not look at the AI race according to the definition which is how good the LLM models are we look at the entire stack (in other words they 👀 at signal vs noise) Where does have the advantage 👉 Energy. installed base of electricity generation capaicity is XXX times that of . And even better the net additions to capacity that is putting in is X times that of . The end result of all this is that electricity is about XX% cheaper than . 👉 Cost to build a data center. XX % cheaper in than . 👉"
X Link 2025-11-27T21:52Z 2803 followers, 38.2K engagements
"I sometimes think about this post and reponses $bats $bti"
X Link 2025-11-30T13:28Z 2805 followers, 7332 engagements
"Getting Bitcoin $btc exposure through $mstr MicroStrategy"
X Link 2025-12-02T09:34Z 2803 followers, XXX engagements
"☕can Portfolio Update - Oct 2025 XX bagger 🏆: Metlen $mytil.at X baggers 🥇: Prosus Adyen & Alibaba ''If a man knows not to which port he sails no wind is favourable'' Seneca $baba $payc $bats $prx.as $tcehy $evo.st $adyen $pdd $mytil $eden $ftnt $mele $bidu $four $knos.l $erf.pa"
X Link 2025-11-01T07:22Z 2807 followers, 1903 engagements
"Summary of $bats $bti British American Tobacco trading update 👉 Reynolds (contributing half of the profits come from) is growing again. 👉 Double digit growth expected for New Categories (acceleration from single digit) - Velo (nicotine pouches) a 🚀 in both and - Glo Hilo (heated tobacco) to start gaining marketshare in the profitable premium segment starting from a very low base(less than X% in Japan and where it was recently launched). - Vuse (vaping) no longer a drag with further potential upside if the crackdown on illicit vapes continues 👉 Stock Buybacks - XXX bn for 2026 starting"
X Link 2025-12-10T06:47Z 2809 followers, XXX engagements
"Adyen $adyey $adyen - Sustainable competitive advantages through a modern unified technology stack banking licenses culture of innovation ✅ - Fast and Profitable growth offering real value to clients ✅ - Low total addressable market penetration in a very large total addressable market that is growing fast (allowing reinvestment at high incremental returns) ✅ does not have a monopoly on good businesses"
X Link 2025-11-11T19:59Z 2808 followers, 1578 engagements
"Very happy to have Tadeu Marroco at the helm of $bats $bti. A lifer (formerly CFO) that has shifted the strategy from growth at all costs to quality growth. Pragmatic focused on innovation execution and profitabilty of New Categories rather than just user acquisition. Look forward to the trading update on Tuesday and further assurance that all the building blocks are in place to deliver their midterm growth algorithm"
X Link 2025-12-07T07:50Z 2809 followers, 2278 engagements