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# ![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3656110581.png) @evfcfaddict Andy

Andy posts on X about $brkr, $alpmpa, $drto, $supl the most. They currently have XXXXXX followers and 1039 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::3656110581/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:interactions.svg)

- X Week XXXXXXX +74%
- X Month XXXXXXX +33%
- X Months XXXXXXXXX +23%
- X Year XXXXXXXXX +9.10%

### Mentions: XX [#](/creator/twitter::3656110581/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +16%
- X Year XXX +17%

### Followers: XXXXXX [#](/creator/twitter::3656110581/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:followers.svg)

- X Week XXXXXX +0.70%
- X Month XXXXXX +1.50%
- X Months XXXXXX +12%
- X Year XXXXXX +37%

### CreatorRank: XXXXXXX [#](/creator/twitter::3656110581/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3656110581/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3656110581/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [formula 1](/list/formula-1)  [countries](/list/countries) 

**Social topic influence**
[$brkr](/topic/$brkr), [$alpmpa](/topic/$alpmpa), [$drto](/topic/$drto), [$supl](/topic/$supl), [$vidmc](/topic/$vidmc), [$tmo](/topic/$tmo), [$kitwl](/topic/$kitwl), [$evsbr](/topic/$evsbr), [$ulvrl](/topic/$ulvrl), [$filami](/topic/$filami)

**Top assets mentioned**
[Bruker, Corp. (BRKR)](/topic/$brkr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Avantor, Inc. (AVTR)](/topic/$avtr) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Unilever plc (UL)](/topic/$ul) [Danaher Corporation (DHR)](/topic/$dhr) [Kimberly Clark Corp (KMB)](/topic/$kmb) [British American Tobacco (BTI)](/topic/$bti) [Hormel Foods Corp (HRL)](/topic/$hrl) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [PepsiCo, Inc. (PEP)](/topic/$pep) [Clorox Co (CLX)](/topic/$clx) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Diageo plc (DEO)](/topic/$deo) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Kraft Heinz Co (KHC)](/topic/$khc) [Icon Plc (ICLR)](/topic/$iclr) [Beldex (BDX)](/topic/$bdx) [SPX6900 (SPX)](/topic/$spx)
### Top Social Posts [#](/creator/twitter::3656110581/posts)
---
Top posts by engagements in the last XX hours

"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


"@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 15.7K followers, XXX 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 15.7K followers, 15.9K 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


"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 15.7K followers, 21.9K 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


"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


"@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 15.7K followers, 7289 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 15.7K followers, 1860 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


"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 15.7K followers, 16.3K 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 15.7K followers, 68.5K 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 15.7K followers, 3236 engagements


"Unilever $ULVR.L reminds me of $NESN.SW in 2017 when Schneider took over. Very tempted to start a position soon to further strengthen the defense"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1916153516155916488) 2025-04-26 15:32:53 UTC 15.7K followers, 6872 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 15.7K followers, 12.9K 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


"@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 15.7K followers, XXX 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, 1399 engagements


"28/8/24 ytd XX% XX% Cash (temp) $DR.TO $KITW.L $PLX.PA $BBW.SI $9364.T $SUP.L $ALWEC.PA $IVFH $KRI.AT $CTT.LS $JAKK $MCB.L Basket (9312/5658/8046/6964/9066/7122/9845/9872/2108)"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1828797304406749410) 2024-08-28 14:10:29 UTC 15.7K followers, 14.6K 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 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


"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


"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 15.7K followers, 4596 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


"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


"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 15.7K followers, 2692 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 15.7K followers, XXX 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, 9910 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


"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


"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


"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 15.7K followers, 60.6K 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


"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 15.7K followers, 11.8K 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, 4398 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 15.7K followers, 9090 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


"@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 15.7K followers, 1969 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, 6200 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


"@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, 6513 engagements


"The problem with low conviction borrowed ideas with a business model you dont fully understand is: - when stock goes down after an eps miss you will panic sell (at the exact bottom) because you cant figure out the reason for the miss fear Lesson learned: $CXI.TO $CURN"  
![@evfcfaddict Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3656110581.png) [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1702435327590256698) 2023-09-14 21:33:06 UTC 15.7K followers, 3956 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.]

@evfcfaddict Avatar @evfcfaddict Andy

Andy posts on X about $brkr, $alpmpa, $drto, $supl the most. They currently have XXXXXX followers and 1039 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX +74%
  • X Month XXXXXXX +33%
  • X Months XXXXXXXXX +23%
  • X Year XXXXXXXXX +9.10%

Mentions: XX #

Mentions Line Chart

  • X Month XX -XX%
  • X Months XXX +16%
  • X Year XXX +17%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.70%
  • X Month XXXXXX +1.50%
  • X Months XXXXXX +12%
  • X Year XXXXXX +37%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks finance cryptocurrencies formula 1 countries

Social topic influence $brkr, $alpmpa, $drto, $supl, $vidmc, $tmo, $kitwl, $evsbr, $ulvrl, $filami

Top assets mentioned Bruker, Corp. (BRKR) Thermo Fisher Scientific Inc. (TMO) FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX) Avantor, Inc. (AVTR) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Unilever plc (UL) Danaher Corporation (DHR) Kimberly Clark Corp (KMB) British American Tobacco (BTI) Hormel Foods Corp (HRL) Tyson Foods, Inc. (TSN) PepsiCo, Inc. (PEP) Clorox Co (CLX) Anheuser-Busch INBEV SA/NV (BUD) McCormick & Company, Incorporated (MKC) Diageo plc (DEO) HEICO CORP CL A (HEI.A) Kraft Heinz Co (KHC) Icon Plc (ICLR) Beldex (BDX) SPX6900 (SPX)

Top Social Posts #


Top posts by engagements in the last XX hours

"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 @evfcfaddict on X 2024-10-04 16:11:36 UTC 15.7K followers, 56.7K 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 @evfcfaddict on X 2025-07-16 15:48:17 UTC 15.7K followers, XXX 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 @evfcfaddict on X 2025-03-07 08:38:59 UTC 15.7K followers, 15.9K 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 @evfcfaddict on X 2025-03-07 12:12:07 UTC 15.7K followers, 5880 engagements

"Things that happen if you pay 50x earnings for XX% growth"
@evfcfaddict Avatar @evfcfaddict on X 2025-07-14 16:17:22 UTC 15.7K followers, 21.9K engagements

"@govro12 market cap = inventory now if I remember correctly - interest expense/debt of course a bit high during this downturn"
@evfcfaddict Avatar @evfcfaddict on X 2025-07-15 16:22:50 UTC 15.7K followers, XXX 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 @evfcfaddict on X 2025-02-04 21:59:24 UTC 15.7K followers, 16.7K engagements

"@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist"
@evfcfaddict Avatar @evfcfaddict on X 2025-07-19 19:50:06 UTC 15.7K followers, 7289 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 @evfcfaddict on X 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 @evfcfaddict on X 2025-05-15 08:07:50 UTC 15.7K followers, 1860 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 @evfcfaddict on X 2024-07-31 17:45:37 UTC 15.7K followers, 20.2K 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 @evfcfaddict on X 2025-06-30 16:49:21 UTC 15.7K followers, 16.3K 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 @evfcfaddict on X 2025-07-19 19:36:29 UTC 15.7K followers, 68.5K 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 @evfcfaddict on X 2025-07-22 13:52:28 UTC 15.7K followers, 3236 engagements

"Unilever $ULVR.L reminds me of $NESN.SW in 2017 when Schneider took over. Very tempted to start a position soon to further strengthen the defense"
@evfcfaddict Avatar @evfcfaddict on X 2025-04-26 15:32:53 UTC 15.7K followers, 6872 engagements

"Azelis Bruker Defama Envipco EVS FILA Intred Kri-Kri Odet Precia Rovi Supreme Teamviewer USU Vidrala Vodafone"
@evfcfaddict Avatar @evfcfaddict on X 2025-05-10 10:53:17 UTC 15.7K followers, 12.9K 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 @evfcfaddict on X 2025-07-16 15:28:25 UTC 15.7K followers, 7210 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 @evfcfaddict on X 2025-07-16 15:48:26 UTC 15.7K followers, XXX 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 @evfcfaddict on X 2024-07-31 17:36:01 UTC 15.7K followers, 1399 engagements

"28/8/24 ytd XX% XX% Cash (temp) $DR.TO $KITW.L $PLX.PA $BBW.SI $9364.T $SUP.L $ALWEC.PA $IVFH $KRI.AT $CTT.LS $JAKK $MCB.L Basket (9312/5658/8046/6964/9066/7122/9845/9872/2108)"
@evfcfaddict Avatar @evfcfaddict on X 2024-08-28 14:10:29 UTC 15.7K followers, 14.6K 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 @evfcfaddict on X 2024-06-28 16:50:37 UTC 15.7K followers, 16.4K engagements

"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 @evfcfaddict on X 2024-02-06 12:18:57 UTC 15.7K followers, 20.3K 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 @evfcfaddict on X 2023-10-26 09:43:33 UTC 15.7K followers, 21.9K engagements

"Laughing Water @LaughingH20Cap H1 letter is up:"
@evfcfaddict Avatar @evfcfaddict on X 2025-07-22 13:30:33 UTC 15.7K followers, 4596 engagements

"@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L"
@evfcfaddict Avatar @evfcfaddict on X 2025-07-10 08:45:52 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 @evfcfaddict on X 2024-02-29 20:55:24 UTC 15.7K followers, 13.8K 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 @evfcfaddict on X 2025-07-21 13:45:55 UTC 15.7K followers, 2692 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 @evfcfaddict on X 2025-07-16 15:48:34 UTC 15.7K followers, XXX 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 @evfcfaddict on X 2025-05-07 07:19:25 UTC 15.7K followers, 9910 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 @evfcfaddict on X 2023-06-07 06:21:03 UTC 15.7K followers, 17.2K 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 @evfcfaddict on X 2024-05-28 15:57:08 UTC 15.7K followers, 5711 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 @evfcfaddict on X 2025-07-11 17:15:15 UTC 15.7K followers, 4390 engagements

"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"
@evfcfaddict Avatar @evfcfaddict on X 2024-08-17 15:02:12 UTC 15.7K followers, 60.6K engagements

"@CodyShirk long $ROVI.MC $BRKR $TMO $AVTR and some more Im digging deeper atm"
@evfcfaddict Avatar @evfcfaddict on X 2025-06-28 19:12:34 UTC 15.7K followers, 1369 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 @evfcfaddict on X 2025-03-27 17:42:53 UTC 15.7K followers, 11.8K 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 @evfcfaddict on X 2024-09-12 07:10:14 UTC 15.7K followers, 4398 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 @evfcfaddict on X 2025-07-10 09:08:13 UTC 15.7K followers, 9090 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 @evfcfaddict on X 2025-07-20 17:16:39 UTC 15.7K followers, XXX engagements

"@eriksen_tim I only know that kind of (nearly non existent) premia from Italy"
@evfcfaddict Avatar @evfcfaddict on X 2025-07-21 13:27:17 UTC 15.7K followers, 1969 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 @evfcfaddict on X 2025-03-10 18:48:44 UTC 15.7K followers, 6200 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 @evfcfaddict on X 2024-01-31 19:04:36 UTC 15.7K followers, 10.6K 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 @evfcfaddict on X 2023-10-06 17:01:40 UTC 15.7K followers, 6513 engagements

"The problem with low conviction borrowed ideas with a business model you dont fully understand is: - when stock goes down after an eps miss you will panic sell (at the exact bottom) because you cant figure out the reason for the miss fear Lesson learned: $CXI.TO $CURN"
@evfcfaddict Avatar @evfcfaddict on X 2023-09-14 21:33:06 UTC 15.7K followers, 3956 engagements

creator/x::evfcfaddict
/creator/x::evfcfaddict