# ![@Arkalos77 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4653990256.png) @Arkalos77 Yannis Stamatopoulos

Yannis Stamatopoulos posts on X about $edenpa, $mytil, business, $erfpa the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::4653990256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:interactions.svg)

- [--] Week [------] +605%
- [--] Month [------] -29%
- [--] Months [-------] +42%
- [--] Year [-------] -47%

### Mentions: [--] [#](/creator/twitter::4653990256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:posts_active.svg)

- [--] Month [--] -32%
- [--] Months [---] +0.41%
- [--] Year [---] -3.70%

### Followers: [-----] [#](/creator/twitter::4653990256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:followers.svg)

- [--] Week [-----] +0.45%
- [--] Month [-----] +1.50%
- [--] Months [-----] +11%
- [--] Year [-----] +25%

### CreatorRank: [-------] [#](/creator/twitter::4653990256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4653990256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31.13% [stocks](/list/stocks)  27.36% [technology brands](/list/technology-brands)  17.92% [cryptocurrencies](/list/cryptocurrencies)  9.43% [currencies](/list/currencies)  7.55% [countries](/list/countries)  3.77% [travel destinations](/list/travel-destinations)  0.94%

**Social topic influence**
[$edenpa](/topic/$edenpa) #19, [$mytil](/topic/$mytil) 14.15%, [business](/topic/business) #1995, [$erfpa](/topic/$erfpa) 13.21%, [$bats](/topic/$bats) #11, [$evost](/topic/$evost) 12.26%, [$prxas](/topic/$prxas) #13, [in the](/topic/in-the) 11.32%, [$chemm](/topic/$chemm) 10.38%, [investment](/topic/investment) 9.43%

**Top accounts mentioned or mentioned by**
[@renesellmann](/creator/undefined) [@valeeewinvestor](/creator/undefined) [@max76484497](/creator/undefined) [@glaikitinvestor](/creator/undefined) [@eowpoon](/creator/undefined) [@mxschumacher](/creator/undefined) [@lsegplc](/creator/undefined) [@julian787502n](/creator/undefined) [@marcajs](/creator/undefined) [@edenred](/creator/undefined) [@marcslans](/creator/undefined) [@thestalwart](/creator/undefined) [@poezhao0605](/creator/undefined) [@pikachuinvest](/creator/undefined) [@researchbyh](/creator/undefined) [@marioskouk](/creator/undefined) [@greekanalyst](/creator/undefined) [@investinassets](/creator/undefined) [@dedeeyesan](/creator/undefined) [@tintincapital](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Paycom Software Inc (PAYC)](/topic/$payc) [Eden (EDEN)](/topic/$eden) [Fortinet Inc (FTNT)](/topic/$ftnt) [Evotec SE (EVO)](/topic/$evo) [British American Tobacco (BTI)](/topic/$bti) [4 (FOUR)](/topic/$four) [ELYSIA (EL)](/topic/$el) [Hershey Co (HSY)](/topic/$hsy) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [RELX PLC (RELX)](/topic/$relx) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Icon Plc (ICLR)](/topic/$iclr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"☕can Portfolio Update - Jan [----] [--] bagger 🏆: Metlen [--] baggers 🥇: Prosus & Alibaba By far the biggest mistake that I have made is selling stocks early. We made a big investment in Tencent in [----] and having sold this position early cost our fund $ [--] billion. Philippe Laffont Coatue Management $baba $payc $bats $bti $prx.as $tcehy $evo.st $evo $adyen $pdd $mytil.at $mtln.l $eden.pa $ftnt $mele $bidu $four $knos.l $erf.pa https://twitter.com/i/web/status/2017709877393580225 https://twitter.com/i/web/status/2017709877393580225"  
[X Link](https://x.com/Arkalos77/status/2017709877393580225)  2026-01-31T21:21Z [----] followers, [----] engagements


"The way that [----] has started for my portfolio is very humbling. Nothing other than my AI related and tobacco stocks seem to work  Down 8% YTD"  
[X Link](https://x.com/Arkalos77/status/2021880005488496861)  2026-02-12T09:32Z [----] followers, [----] engagements


"Have the $chemm chemometec results been leaked"  
[X Link](https://x.com/Arkalos77/status/1701266381440733457)  2023-09-11T16:08Z [----] followers, [----] engagements


"Nick Train sold all his international holdings to buy the most expensive quality businesses $expn.l Experian $Relx $sgpyy Sage $lseg.l London Stock Exhange. 🤔 https://youtu.be/7iOEWJz8HIgsi=ADwcI-zXR0RZbK9w https://youtu.be/7iOEWJz8HIgsi=ADwcI-zXR0RZbK9w"  
[X Link](https://x.com/Arkalos77/status/1895551333106958672)  2025-02-28T19:07Z [----] followers, [----] engagements


"$mytil.at Metlen Aims to Double EBITDA by [----] driven by strong growth and strategic projects (including galium production). A 💎 flying under the fintwit radar. Criminally underfollowed. The doors of the @LSEGplc open for Capital Markets Day marking the start of a new chapter in communication strategy and innovation. We look forward to welcoming our guests and sharing our vision for the future 🔗 Live streaming: https://t.co/8j2ZFy6HQI https://t.co/ha8ChmqMr1 The doors of the @LSEGplc open for Capital Markets Day marking the start of a new chapter in communication strategy and innovation. We"  
[X Link](https://x.com/Arkalos77/status/1916910280740594029)  2025-04-28T17:40Z [----] followers, [----] engagements


"Prosus $prx.as CEO Fabricio Bloisi hard at work for his 100mn moonshot award 🥇"  
[X Link](https://x.com/Arkalos77/status/1937963247266652460)  2025-06-25T19:56Z [----] followers, [---] engagements


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


"My uninvestable positions $bats $bti ✅ + 55% and 10% div yield $prx.as $tcehy ✅ + 180% $baba ✅ 💯 % $pdd ✅ +40% $eden.pa Edenred $evo.st Evolution AB 👇"  
[X Link](https://x.com/Arkalos77/status/1968383795666747499)  2025-09-17T18:37Z [----] followers, [----] engagements


"☕can Portfolio Update - Sep [----] [--] bagger 🏆: Metlen $mytil.at [--] 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 [----] followers, [----] engagements


"$prx.as Prosus a [--] bagger now. The easiest 💰 I have ever made in the stockmarket"  
[X Link](https://x.com/Arkalos77/status/1973682185745133957)  2025-10-02T09:31Z [----] followers, [----] 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 [----] followers, [----] 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 [----] followers, [----] 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 [----] followers, [----] 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 4% per annum over the next [--] years. DCF inputs - Enterprise Value = [------] bn - WACC = 8% - Current Year FCF = [-----] bn - Number of Shares = [-------] mn Is this a business in structural decline https://twitter.com/i/web/status/1982467463766806726 https://twitter.com/i/web/status/1982467463766806726"  
[X Link](https://x.com/Arkalos77/status/1982467463766806726)  2025-10-26T15:20Z [----] followers, 14.8K engagements


"Life in the $evo $evo.st Evolution AB community "  
[X Link](https://x.com/Arkalos77/status/1983236576550224208)  2025-10-28T18:17Z [----] followers, [----] engagements


"☕can Portfolio Update - Oct [----] [--] bagger 🏆: Metlen $mytil.at [--] 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 https://twitter.com/i/web/status/1984521319182913590 https://twitter.com/i/web/status/1984521319182913590"  
[X Link](https://x.com/Arkalos77/status/1984521319182913590)  2025-11-01T07:22Z [----] followers, [----] 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 [----] followers, [----] engagements


"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 [----] followers, [----] engagements


"☕can Portfolio Update - Nov [----] [--] bagger 🏆: Metlen [--] baggers 🥇: Prosus & Adyen Investing should be more like watching paint dry or watching grass grow. If you want excitement take $800 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 https://twitter.com/i/web/status/1994757320417464812 https://twitter.com/i/web/status/1994757320417464812"  
[X Link](https://x.com/Arkalos77/status/1994757320417464812)  2025-11-29T13:16Z [----] followers, [----] engagements


"Added to Pubmatic $Pubm . 2.3% position with my average cost basis dropping to $12. Investment Thesis 👇 👉 The market is pricing it like a structurally declining and commoditized SSP while CTV and SPO-led demand will reaccelerate revenue growth to 15%+ CAGR and expand EBITDA margins driving a durable re-rating. An asymmetric bet on the plumbing of the open internet. The downside is protected by a $150M net cash balance sheet (25% of market cap) with zero debt and a profitable core business with a structural cost advantage from owned infrastructure. The upside is a rerating from accelerating"  
[X Link](https://x.com/Arkalos77/status/2006094818905100484)  2025-12-30T20:07Z [----] followers, [----] engagements


"☕can Portfolio Update - Dec [----] [--] bagger 🏆: Metlen [--] baggers 🥇: Prosus & Adyen Happy New Year. May [----] bring you health happiness and great investment 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/2006690147862196292)  2026-01-01T11:33Z [----] followers, [----] engagements


"@Julian787502n Edenred was just supersized you can mock me for this purchase next year if it continues underperforming. My [--] biggest positions representing over 40% of my stock portfolio in [----] were $baba $bats and that did well. http://prx.as http://prx.as"  
[X Link](https://x.com/Arkalos77/status/2008574020862832924)  2026-01-06T16:18Z [----] followers, [---] engagements


"Rob Vinall throwing Fabricio Bloisi under the bus $Prx.as $prosy Prosus 👇 We're huge fans of Tencent $tcehy in terms of the business the people running it. Historically we've owned it via Prosus. We're not to be honest big fans of Prosus Management. The rationale to own it through Prosus is that Prosus trades at a very large discount to the value of its assets and back its own stock very very aggressively. So on our sort of back of the envelope math they buy roughly 10% of their stock back at a a 40% discount every year and you're getting a sort of a 4% uplift versus whatever Tencent is"  
[X Link](https://x.com/Arkalos77/status/2011373411491000754)  2026-01-14T09:42Z [----] followers, 11K engagements


"@marcajs @Edenred Stopped reading from the first line we do not believe the cap on the rate caps structurally impairing the meal voucher model but lets assign a price target reflecting that the regulated part of the business disappears overnight "  
[X Link](https://x.com/Arkalos77/status/2014679884501512334)  2026-01-23T12:41Z [----] followers, [---] engagements


"@marc_slans Add $fico"  
[X Link](https://x.com/Arkalos77/status/2018971335230423363)  2026-02-04T08:54Z [----] followers, [---] engagements


"@valeeewinvestor Taking the L and will listen to the call. Not adding more here"  
[X Link](https://x.com/Arkalos77/status/2018984416140521794)  2026-02-04T09:46Z [----] followers, [--] engagements


"@TheStalwart Now redo the graph as % of operating cash flow 😆"  
[X Link](https://x.com/Arkalos77/status/2019770014274818542)  2026-02-06T13:47Z [----] followers, [---] engagements


"@poezhao0605 I had given up my hopes of making any money from my $bidu baidu investment. They somehow managed to fail at every initiative including AI despite being early. Their cloud AI business and robotaxi progress is making me believe again"  
[X Link](https://x.com/Arkalos77/status/2021548600422179041)  2026-02-11T11:35Z [----] followers, [---] engagements


"Thanks for the write up enjoyed reading it. The current stock price implies permanent structural decline for Europe and Asia. Do you see these two markets pivoting back to growth in the future once we start lapping ringfenfing in europe and the steep drop from the asia cyberattacks"  
[X Link](https://x.com/Arkalos77/status/2021557807816806421)  2026-02-11T12:11Z [----] followers, [---] engagements


"@Max76484497 Different to Dassault Aviation SA"  
[X Link](https://x.com/Arkalos77/status/2021678264616726823)  2026-02-11T20:10Z [----] followers, [---] engagements


"👀 Dassault Systemes SE $dsy.pa Another quality compounder that has stopped compounding"  
[X Link](https://x.com/Arkalos77/status/2021512602174865574)  2026-02-11T09:12Z [----] followers, 25.2K engagements


"👀 ICON $iclr Holy moly"  
[X Link](https://x.com/Arkalos77/status/2022014903541019042)  2026-02-12T18:28Z [----] followers, [----] 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. https://twitter.com/i/web/status/1969465360735682903 https://twitter.com/i/web/status/1969465360735682903"  
[X Link](https://x.com/Arkalos77/status/1969465360735682903)  2025-09-20T18:15Z [----] followers, [----] 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 15% in an armageddon scenario. https://twitter.com/i/web/status/1974833312515432767 https://twitter.com/i/web/status/1974833312515432767"  
[X Link](https://x.com/Arkalos77/status/1974833312515432767)  2025-10-05T13:45Z [----] followers, [----] engagements


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


"Ready 💰 to double down on $eden.pa Edenred over the next few days taking advantage of their removal from the CAC [--] Index . While [----] will be a rebasing year due to and  Im willing to size the position aggresively and let it run forever ♾"  
[X Link](https://x.com/Arkalos77/status/2004611747379118332)  2025-12-26T17:54Z [----] followers, [----] engagements


"Added a bit more Edenred $eden.pa today. Their removal from the CAC [--] index and passive outflows creates a wonderful opportunity to buy on the cheap. Expect them to generate 1.4bn of free cash flow by2030 (40% + ebitda margin on 5bn revenue with a 65% fcf / ebitda conversion. Have now doubled down on Edenred $eden.pa . A 8.5% position with the average cost basis down to EUR [-----]. Investment Thesis 👇 👉 Edenreds diversification into less-regulated "Beyond" offerings (40% of revenue) and sustained digital penetration will drive double digit https://t.co/KH0Apuemcq Have now doubled down on"  
[X Link](https://x.com/Arkalos77/status/2008204456349905324)  2026-01-05T15:50Z [----] followers, [----] engagements


"@GlaikitInvestor I do not own those. Prosus Paycom and Adyen are the key detractors"  
[X Link](https://x.com/Arkalos77/status/2021907009793404945)  2026-02-12T11:19Z [----] followers, [---] 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 [----] followers, [----] engagements


"You wrote about bond issuance that is the credit ratings a stellar business model from which they are diversifying/ diworsifying on their way to becoming data selling and analytics businesses (moodys analytics bvd ihs markit capital iq etc). I can see why this part of the business can be at risk and not all data is proprietary. They are also data aggregators. https://twitter.com/i/web/status/2019011553668792781 https://twitter.com/i/web/status/2019011553668792781"  
[X Link](https://x.com/Arkalos77/status/2019011553668792781)  2026-02-04T11:34Z [----] followers, [---] engagements


"$erf.pa Eurofins Scientific Price Target upgrade to [--] by Exane BNP"  
[X Link](https://x.com/Arkalos77/status/2008194744552497541)  2026-01-05T15:11Z [----] followers, [----] engagements


"The Polen Focus Growth fund initiated a 2.25% Intuitive Surgical $ISRG position in Q4 [----]. Rationale 👇"  
[X Link](https://x.com/Arkalos77/status/2013325601847861726)  2026-01-19T19:00Z [----] followers, [----] engagements


"Have now doubled down on Edenred $eden.pa . A 8.5% position with the average cost basis down to EUR [-----]. Investment Thesis 👇 👉 Edenreds diversification into less-regulated "Beyond" offerings (40% of revenue) and sustained digital penetration will drive double digit EBITDA CAGR through [----] and beyond a structural shift the market is pricing as perpetual regulatory erosion due to Brazil/Italy fee caps (2026 will be a rebasing year with EBITDA down between 8% and 12%). At 8x FCF you are effectively paying for the regulated meal business and getting the high-growth "Beyond" platform the"  
[X Link](https://x.com/Arkalos77/status/2006077265906655295)  2025-12-30T18:57Z [----] followers, 19.2K engagements


"👀 SAP SE $sap"  
[X Link](https://x.com/Arkalos77/status/2016840305304056256)  2026-01-29T11:46Z [----] followers, [---] engagements


"Added a bit of Melexis $mele ahead of earnings. New average cost basis is now [-----]. The brutal 2024/2025 inventory flush is about to conclude signaling a return to the companys 10%12% organic revenue CAGR target 🎯 Cyclical recovery secular rerating"  
[X Link](https://x.com/Arkalos77/status/2018300291855089891)  2026-02-02T12:27Z [----] followers, [----] engagements


"Melexis $mele expects sales in the first quarter and first half of [----] to be around the same levels as the previous year. 🤦🏻♂ Added a bit of Melexis $mele ahead of earnings. New average cost basis is now [-----]. The brutal 2024/2025 inventory flush is about to conclude signaling a return to the companys 10%12% organic revenue CAGR target 🎯 Cyclical recovery secular rerating https://t.co/LHa8yn4FD7 Added a bit of Melexis $mele ahead of earnings. New average cost basis is now [-----]. The brutal 2024/2025 inventory flush is about to conclude signaling a return to the companys 10%12% organic"  
[X Link](https://x.com/Arkalos77/status/2018970877862260780)  2026-02-04T08:52Z [----] followers, [----] engagements


"$bats $bti dividend just in. Reinvested in Paycom $payc Payroll is mission critical complex with zero tolerance for errors. Ai should be an enabler and not a disruptor for them with iwant helping them reaccelerate growth"  
[X Link](https://x.com/Arkalos77/status/2019133406249119943)  2026-02-04T19:38Z [----] followers, [---] engagements


"Some welcome news from $eden.pa"  
[X Link](https://x.com/Arkalos77/status/2013933950729642129)  2026-01-21T11:17Z [----] followers, [----] engagements


"Dev Kantesaria on Moodys $mco and S&P $spgi diworsification from "We Study Billionaires" podcast episode TIP680 Moody's and S&P are toll collectors for debt issuance. They make money from the initial rating and monitoring fees over the term of the debt. It's one of the strongest business models out there with some cyclicality but we focus on long-term earnings power. All debt must pass through them as essential toll collectors so temporary drops don't worry us long-term. If you have a great business like Moody's debt ratings and buy a lot of other things for your Moody's Analytics business"  
[X Link](https://x.com/Arkalos77/status/2023041379123773594)  2026-02-15T14:27Z [----] followers, 12.6K engagements


"Playtech should go out of business $evo $evo.st Evolution AB Scoop: Playtech offered Black Cube 500k bounty for Evolution licence revocation https://next.io/news/casino/playtech-offered-500k-bounty-evolution-licence-revocation/ https://next.io/news/casino/playtech-offered-500k-bounty-evolution-licence-revocation/"  
[X Link](https://x.com/Arkalos77/status/1985414772137886037)  2025-11-03T18:32Z [----] followers, [----] engagements


"@Pikachu_invest The $chemm ChemoMetec fall has been material. Have you bought any by now or waiting for a lower entry point I have initiated a starter position at [--] euros (in Germany)"  
[X Link](https://x.com/Arkalos77/status/1644999502670053377)  2023-04-09T09:43Z [----] followers, [---] engagements


"@researchbyh I view these headwinds as temporary and an opportunity to further add to my $CHEMM Chemometec position. With the economic conditions improving and new products soon to be released growth should resume . Margin Expansion a positive"  
[X Link](https://x.com/Arkalos77/status/1655980097818460163)  2023-05-09T16:56Z [----] followers, [---] engagements


"$Mytil Mytilineos - Owner confirmed that EBITDA for the year is expected to be north of EUR 1bn. Curent Market Cap is EUR 4bn making it ridiculously cheap despite the recent price appreciation. Shareholders pressing for a listing outside of Greece. Investing [---] bn in Canada"  
[X Link](https://x.com/Arkalos77/status/1664293667111149569)  2023-06-01T15:31Z [----] followers, [---] engagements


"$Mytil Mytilineos at all time highs closing above Eur [--] per share (and still cheap). Let your winners run"  
[X Link](https://x.com/Arkalos77/status/1666818484817502212)  2023-06-08T14:44Z [----] followers, [---] engagements


"$Mytil A quality company will always be hitting new all time highs"  
[X Link](https://x.com/Arkalos77/status/1671475243808964610)  2023-06-21T11:08Z [----] followers, [---] engagements


"$Mytil Mytilineos hitting the ball out of the park. financial performance is expected to further strengthen in the second half of [----] with new investments gradually reaching completion including the new 826MW power plant"  
[X Link](https://x.com/Arkalos77/status/1684591239973289985)  2023-07-27T15:47Z [----] followers, [---] engagements


"@Marios_Kouk @GreekAnalyst  .    .    $mytil    (1 ebitda)      "  
[X Link](https://x.com/Arkalos77/status/1692195681685893558)  2023-08-17T15:24Z [----] followers, [--] engagements


"@InvestInAssets When it comes to ROIC Chemometec $CHEMM is as good as they get. $CHEMM manufacture and sell medical instruments mainly cell counters which are used by drug developers all over the world. Thanks to their high-margin consumables business margins have risen a lot in recent years. 5y growth CAGR 36% 5y EBIT CAGR 49% 5y avg. ROIC 59% https://t.co/OOKNUYhzP7 $CHEMM manufacture and sell medical instruments mainly cell counters which are used by drug developers all over the world. Thanks to their high-margin consumables business margins have risen a lot in recent years. 5y growth CAGR"  
[X Link](https://x.com/Arkalos77/status/1698275602015441102)  2023-09-03T10:03Z [----] followers, [----] engagements


"@EowPoon In addition to annual reports transcripts quartr etc the following substack article would be a good place to start. $chemm is a pick and shovel play in the life science sector with ridiculously high ROCE protected by high switching costs and a razor razorblade model"  
[X Link](https://x.com/Arkalos77/status/1707304987385094576)  2023-09-28T08:03Z [----] followers, [---] engagements


"@EowPoon Like all life science pick and shovel plays $chemm is currently facing temporary headwinds that has brought it back to earth from nosebleed valuations. I will happily pay a 22.5x forward multiple for a company of such quality that is expected to grow much faster than the market"  
[X Link](https://x.com/Arkalos77/status/1707309631746277695)  2023-09-28T08:21Z [----] followers, [---] engagements


"$Mytil In Mytilineos we trust. The last Solar play still standing"  
[X Link](https://x.com/Arkalos77/status/1715336312176226726)  2023-10-20T11:57Z [----] followers, [---] engagements


"Cant fail to notice that the 📉 for many of my positions $chemm $el $erf.pa $dim exhibit a similar pattern. Big drawndowns after a long period of uninterrupted growth. This is not an accident. I like to buy quality businesses when some temporary clouds obscure their greatness"  
[X Link](https://x.com/Arkalos77/status/1715432027346841678)  2023-10-20T18:17Z [----] followers, [----] engagements


"$Mytil MYTILINEOS Q3 [----] TRADING UPDATE https://www.mytilineos.com/news/press-releases/mytilineos-energy-metals-nine-months-2023-trading-update/ https://www.mytilineos.com/news/press-releases/mytilineos-energy-metals-nine-months-2023-trading-update/"  
[X Link](https://x.com/Arkalos77/status/1717615323350761791)  2023-10-26T18:52Z [----] followers, [---] engagements


"New positions started in [----] when Mr Market gave me the chance to buy quality businesses at a fair price. $ADYEN $BATS $CHEMM $ERF.PA $EL $HSY $EVO.ST $BLCO $FTNT $REG1V $PAYC $DGE 👀 forward to [----] to further add"  
[X Link](https://x.com/Arkalos77/status/1740851155406860360)  2023-12-29T21:43Z [----] followers, [----] engagements


"Big week ahead with businesses representing half of my porfolio exposure reporting earnings. 👀 $bats $baba $adyen $ftnt $chemm $el $hsy"  
[X Link](https://x.com/Arkalos77/status/1753900499185602653)  2024-02-03T21:57Z [----] followers, [----] engagements


"$chemm Chemometec - The board has entered into an agreement with current CEO to resign from his position. - In the current phase of the company's development needs a different composition of executive management skills. - The new CEO is [--] years old - Shares -18%"  
[X Link](https://x.com/Arkalos77/status/1767858391727194328)  2024-03-13T10:21Z [----] followers, [----] engagements


"Swapped $chemm Chemometec with $Erf.pa Eurofins Scientific. Having the opportunity to re-enter Eurofins at [-----] is a rare opportunity not to be missed"  
[X Link](https://x.com/Arkalos77/status/1805168064687640653)  2024-06-24T09:16Z [----] followers, [----] engagements


"Q2 [--] Portfolio Update. Added heavily to technology positions (Paycom Melexis Kainos Shift4). Re-entered Eurofins on the cheap. Wishing everyone following great q3 returns"  
[X Link](https://x.com/Arkalos77/status/1807454741925871898)  2024-06-30T16:42Z [----] followers, [----] engagements


"@dede_eyesan Metlen $mytil head and shoulders above the rest in this list"  
[X Link](https://x.com/Arkalos77/status/1847585126156312912)  2024-10-19T10:26Z [----] followers, [---] engagements


"@Tintincapital @evfcfaddict Good ice cream I m a customer 🤭 . Niche brand when I was growing up but If @evfcfaddict is in will need to do some homework. $mytil Metlen and Jumbo $bela.at are the only logos worth investing for me"  
[X Link](https://x.com/Arkalos77/status/1862884428642463941)  2024-11-30T15:40Z [----] followers, [---] engagements


"Nice print from Eurofins Scientific SE $erf.pa with management reaffirming its full year [----] and [----] objectives (including average organic growth of 6.5% per year EUR [---] million in annual acquisition-driven revenue and adjusted EBITDA margin of 24%)"  
[X Link](https://x.com/Arkalos77/status/1915005949619642879)  2025-04-23T11:32Z [----] followers, [---] engagements


"@chitchatstocks $mytil Metlen from . [--] year CAGR of 45% "  
[X Link](https://x.com/Arkalos77/status/1918758125127041424)  2025-05-03T20:02Z [----] followers, [----] engagements


"Good primer on Eurofins Scientific $erf.pa by Sam Chipkin of 5am a set and forget position of mine. 50% upside hidden in this lab testing powerhouse: Eurofins Scientific - Sam Chipkin Livewire https://www.livewiremarkets.com/wires/50-upside-hidden-in-this-lab-testing-powerhouse-eurofins-scientific https://www.livewiremarkets.com/wires/50-upside-hidden-in-this-lab-testing-powerhouse-eurofins-scientific"  
[X Link](https://x.com/Arkalos77/status/1961466438117413374)  2025-08-29T16:30Z [----] followers, [---] 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. https://twitter.com/i/web/status/1988335876888555526 https://twitter.com/i/web/status/1988335876888555526"  
[X Link](https://x.com/Arkalos77/status/1988335876888555526)  2025-11-11T19:59Z [----] followers, [----] engagements


"@tk_financial Initiated $blco this week with the proceeds from $dim.pa at $16.24. The spin off will give them focus and brent saunders will lead them to market gains (has already started making moves in the dry eye disease market with Xiidra). I find morningstar reports useful -free with ibkr"  
[X Link](https://x.com/Arkalos77/status/1740983584142590088)  2023-12-30T06:30Z [----] followers, [---] engagements


"@long_equity Below are some monopolies I follow (no position yet) -All exchanges -Airport Operators like Aena SME $AENA Fraport etc -Socit des Bains de Mer $BAIN -China Tower Corporation -Travelsky Technology"  
[X Link](https://x.com/Arkalos77/status/1815462118105510320)  2024-07-22T19:01Z [----] followers, [----] engagements


"@Invesquotes Missing -Socit des Bains de Mer $BAIN - La Francaise de Jeux $LFDJ - Ecopetrol SA $EC - Fraport $FRA - TravelSky Technology HKG: [----] - Several local Stock Exchanges"  
[X Link](https://x.com/Arkalos77/status/1879242582716543463)  2025-01-14T19:02Z [----] followers, [----] engagements


"Polen Capital Focus Growth Fund on why they initiated CoStar Group Inc $CSGP (December [----] commentary)"  
[X Link](https://x.com/Arkalos77/status/1881376994425983158)  2025-01-20T16:23Z [----] followers, [----] engagements


"Harris Oakmark Global Fund Q1 [--] Commentary on why they initiated Airbnb Inc $abnb and Pernod Ricard http://RI.PA http://RI.PA"  
[X Link](https://x.com/Arkalos77/status/1915161734685610263)  2025-04-23T21:51Z [----] followers, [---] engagements


"@ReturnsJourney $AI.PA L Air Liquide SA was the highest quality name all along"  
[X Link](https://x.com/Arkalos77/status/1919423661783544255)  2025-05-05T16:07Z [----] followers, [---] engagements


"@ReneSellmann Air Liquide $ai.pa"  
[X Link](https://x.com/Arkalos77/status/2009875013248168287)  2026-01-10T06:28Z [----] followers, [---] engagements


"@humbleinvesting Absolutely Pernod Ricard $ri.pa is a top notch european business trading at a very attractive valuation. I also prefer it to $dge due to the significant upside from their designated must win markets (US India China). $RCO.PA is also attractive but much less diversified"  
[X Link](https://x.com/Arkalos77/status/1743559761650459081)  2024-01-06T09:06Z [----] followers, [---] engagements


"Very intriqued by Loar Holdings Inc $loar the latest addition in the TCW Compounders ETF by Joseph Shaposhnick. He has an 👁 for identifying durable businesses with predictable cash flows.Loar specialises in niche Aerospace and defence components. Has anyone done any 📚 on this"  
[X Link](https://x.com/Arkalos77/status/1824480825301193111)  2024-08-16T16:18Z [----] followers, [----] engagements


"Had a terrible start to the earnings season so far $eden Edenred $mele Melexis $erf.pa Eurofins Scientific All eyes on $payc Paycom today a supersized position of mine that could more than make up for all losses"  
[X Link](https://x.com/Arkalos77/status/1851650288731517210)  2024-10-30T15:40Z [----] followers, [----] engagements


"Lack of predictability. I also struggle to find IRRs above 15% . I really like $erf.pa Eurofins Scientific here but I hate averaging up (a discipline that many will mock me for but has served me remarkably well in the past.) If I had to buy a new healthcare logo I would probably go for $bmy Bristol-Myers Squibb Co. https://twitter.com/i/web/status/1862601659094118771 https://twitter.com/i/web/status/1862601659094118771"  
[X Link](https://x.com/Arkalos77/status/1862601659094118771)  2024-11-29T20:56Z [----] followers, [---] engagements


"Giverny Capital (David Poppe) have now exited $erf.pa Eurofins Scientific and $ADI Analog Devices. Extract from Q4 [----] Letter"  
[X Link](https://x.com/Arkalos77/status/1886147491554267335)  2025-02-02T20:19Z [----] followers, [----] engagements


"Better to be 🍀 than good. $evo.st $evo $eden.pa I rarely trade (prefer to coffee can) but this turned out to be a good move allowing me to reduce my average cost basis on both core positions. Buying a bit of $eden Edenred down here by liquidating some $evo Evolution shares bought on the cheap earlier this year. A minus -17% haircut in the value of the business on the back of speculation that may not even materialise looks to me like a dislocation that should be Buying a bit of $eden Edenred down here by liquidating some $evo Evolution shares bought on the cheap earlier this year. A minus"  
[X Link](https://x.com/Arkalos77/status/1917691856000835945)  2025-04-30T21:25Z [----] followers, [----] engagements


"Edenred $eden.pa update on and Regulatory Headwinds Management feels that the stock has a 50% upside when the temporary clouds are lifted"  
[X Link](https://x.com/Arkalos77/status/1920184248939458588)  2025-05-07T18:29Z [----] followers, [----] 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)  2025-05-21T10:14Z [----] followers, [----] engagements


"$mele Melexis dividend just in. Reinvested in Edenred $eden.pa prior to the ex dividend date. Edenred is now 4.4% of the portfolio with the average cost basis dropping to Eur [--] per share"  
[X Link](https://x.com/Arkalos77/status/1925566675975287192)  2025-05-22T14:57Z [----] followers, [---] engagements


"Portfolio Update - May [----] 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)  2025-05-31T09:17Z [----] followers, [----] engagements


"Edendred $eden.pa dividend just in. Reinvested back at Edenred. 12% fcf yield + double digit ebitda growth with the cash flow conversion being over 70% of ebitda. Insanely cheap for such a quality business"  
[X Link](https://x.com/Arkalos77/status/1934571078262653379)  2025-06-16T11:17Z [----] followers, [----] engagements


"Price implied expectations for $eden.pa Edenred Inputs: Current Stock Price = EUR [-----] EV= EUR [-----] billion Market Cap = EUR [-----] billion WACC = 8.5% Terminal Growth Rate (g) = 3% Current FCF (FCF0) = EUR [---] million [----] FCF yield = 15% [----] FCF per share = EUR [---] [----] ROCE = 30% [----] EBIT margin = 36% Market Expectations imply that the business is a melting 🧊 with fcf expected to fall by 7% annually over the next [--] 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)  2025-06-21T13:42Z [----] followers, [----] engagements


"Portfolio Update - H1 [----] [--] bagger 🏆: Metlen $mytil.at [--] baggers 🥇: Prosus & Adyen All fresh capital will be deployed at Edenred $eden.pa the best risk return 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 https://twitter.com/i/web/status/1940144480583393535 https://twitter.com/i/web/status/1940144480583393535"  
[X Link](https://x.com/Arkalos77/status/1940144480583393535)  2025-07-01T20:24Z [----] followers, [----] engagements


"Added to Edenred $eden.pa today 3.9% position now with the average cost basis falling to [-----] 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 https://t.co/ZN10kLV7mP 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"  
[X Link](https://x.com/Arkalos77/status/1970789093748703440)  2025-09-24T09:55Z [----] followers, [----] engagements


"@MananaInvesting @QuantStrategist Because ebitda should double with the new floor being 2bn and the starting multiple is low. They explained the bridge in their capital markets day "  
[X Link](https://x.com/Arkalos77/status/1973444970502824349)  2025-10-01T17:48Z [----] followers, [--] 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)  2025-10-05T19:00Z [----] followers, [---] 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)  2025-10-16T13:56Z [----] followers, [---] 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 [-----] 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."  
[X Link](https://x.com/Arkalos77/status/1980239903519539363)  2025-10-20T11:49Z [----] followers, [----] engagements


"Reminds me of what Francois Rochon of Giverny Capital calls the tribal gene a trait of the best investors"  
[X Link](https://x.com/Arkalos77/status/2015310208986161234)  2026-01-25T06:26Z [----] followers, [---] engagements


"This goal from The greek polo team will live rent free in my head for many years. How"  
[X Link](https://x.com/Arkalos77/status/2012460990885953752)  2026-01-17T09:44Z [----] followers, [---] engagements


"Metlens gallium project moving on budget and ahead of schedule with 90mn funding the European Investment Bank 💪 $mtln.l $myti.at"  
[X Link](https://x.com/Arkalos77/status/2012524895284904316)  2026-01-17T13:58Z [----] followers, [---] engagements


"Rulebreaker Investing by @DavidGFool @themotleyfool was a great read with lots of investing nuggets. Have now set the bar higher from multibagger stocks to spiffy-pops (why not aiming for the 🌙) by simply letting my winners run. While not everything he preaches will reasonate with all (I myself will never get myself buy a stock at all time highs or at an egregious valuation) we should all get to a place where we are comfortable doing what works for us on 👉 how to invest (the habits) 👉 what to invest in (the traits) 👉 how to build a portfolio (the principles)"  
[X Link](https://x.com/Arkalos77/status/2012612408238277082)  2026-01-17T19:46Z [----] followers, [----] engagements


"Incredible Devils Advocate prompt by Gary Mishuris 👇 Act as an experienced buy-side analyst and a long-term investor. Analyze Company Name and present the strongest possible negative case for why it's a bad investment that is supported by the facts. Combine an assessment of both fundamentals and valuation. Think from first principles do not just use the opinions of others. You must: [--]. Analyze historical financials for the last [--] years (or as far back as available) using primary sources at and the company's IR website [--]. Read the company's proxy statement on and assess management incentives"  
[X Link](https://x.com/Arkalos77/status/2013718492663472511)  2026-01-20T21:01Z [----] followers, [---] engagements


"The Times They Are A-Changin $bats $bti"  
[X Link](https://x.com/Arkalos77/status/2014309905574899971)  2026-01-22T12:11Z [----] followers, [----] engagements


"My investing checklist - Dos and Donts"  
[X Link](https://x.com/Arkalos77/status/1700141863599013947)  2023-09-08T13:39Z [----] followers, 30.1K engagements

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