[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 Andy Andy posts on X about $azebr, $filami, $supl, $vidmc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::3656110581/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +246% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3656110581/posts_active)  - X Week XX -XXXX% - X Month XXX -X% - X Months XXX -XX% - X Year XXX +21% ### Followers: XXXXXX [#](/creator/twitter::3656110581/followers)  - X Week XXXXXX +0.17% - X Month XXXXXX +1.40% - X Months XXXXXX +7.50% - X Year XXXXXX +26% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3656110581/influencer_rank)  ### Social Influence [#](/creator/twitter::3656110581/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$azebr](/topic/$azebr) #1, [$filami](/topic/$filami) #2, [$supl](/topic/$supl) #1, [$vidmc](/topic/$vidmc) #1, [$ulvrl](/topic/$ulvrl) #69, [$drto](/topic/$drto) #1, [$itdmi](/topic/$itdmi) #1, [$brkr](/topic/$brkr) 1.66%, [$kitwl](/topic/$kitwl) 1.66%, [$rovimc](/topic/$rovimc) #1 **Top accounts mentioned or mentioned by** [@nstepmum](/creator/undefined) [@sebkrog](/creator/undefined) [@blankspacenom](/creator/undefined) [@invest_aybar](/creator/undefined) [@gwinvestors](/creator/undefined) [@renesellmann](/creator/undefined) [@davidkatunaric](/creator/undefined) [@secrets4stocks](/creator/undefined) [@govro12](/creator/undefined) [@mtmmee](/creator/undefined) [@thomasmoroder](/creator/undefined) [@fwenen](/creator/undefined) [@stonkmetal](/creator/undefined) [@microcapclub](/creator/undefined) [@investaybar](/creator/undefined) [@stoffel68942307](/creator/undefined) [@investmentideen](/creator/undefined) [@cj0pp3l](/creator/undefined) [@abilitatode](/creator/undefined) [@toffcap](/creator/undefined) **Top assets mentioned** [Bruker, Corp. (BRKR)](/topic/$brkr) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Bio Protocol (BIO)](/topic/$bio) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Novo-Nordisk (NVO)](/topic/$nvo) [Avantor, Inc. (AVTR)](/topic/$avtr) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts [#](/creator/twitter::3656110581/posts) --- Top posts by engagements in the last XX hours "@trader_53 $BIO looks very compelling now with their Sartorius starkes being worth 475B$ atm" [X Link](https://x.com/evfcfaddict/status/1978778324521353499) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-16T11:01Z 16.3K followers, XXX engagements "Whats your top X picks going into 2024 Mine: $DR.TO Medical Facilities $CGM.PA Cegedim $BBW.SI Azeus Systems" [X Link](https://x.com/evfcfaddict/status/1741009688395952222) [@evfcfaddict](/creator/x/evfcfaddict) 2023-12-30T08:13Z 16.3K followers, 26.6K engagements "Lets make a list with the best management teams in micro- small and midcaps I start with XX of my favorites: $FTLF $SUP.L $BELA.AT $VID.MC $LDB.MI $TFF.PA $THEP.PA $IVFH $BBW.SI $RBREW.CO" [X Link](https://x.com/evfcfaddict/status/1818704586204455204) [@evfcfaddict](/creator/x/evfcfaddict) 2024-07-31T17:45Z 16.3K followers, 20.3K engagements "Heineken $HEIA $HEIO in line plus positive outlook:" [X Link](https://x.com/evfcfaddict/status/1889560658812748121) [@evfcfaddict](/creator/x/evfcfaddict) 2025-02-12T06:22Z 16.3K followers, 2571 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 " [X Link](https://x.com/evfcfaddict/status/1943235801053114500) [@evfcfaddict](/creator/x/evfcfaddict) 2025-07-10T09:08Z 16.3K followers, 9264 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" [X Link](https://x.com/evfcfaddict/status/1945510882194137478) [@evfcfaddict](/creator/x/evfcfaddict) 2025-07-16T15:48Z 16.3K followers, 1552 engagements "A world class one at a decade low valuation $IMCD.AS" [X Link](https://x.com/evfcfaddict/status/1952266999502922165) [@evfcfaddict](/creator/x/evfcfaddict) 2025-08-04T07:14Z 16.3K followers, 17.8K engagements "@CJ0pp3l @simcity31 $APR.WA $DCC.L $ITD.MI $FILA.MI $CBE.PA $DR.TO $SUP.L $VID.MC $AZE.BR $KITW.L" [X Link](https://x.com/evfcfaddict/status/1969367116483637348) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-20T11:44Z 16.3K followers, 1087 engagements "Nestle NTM P/E now at 10y low $NESN.SW" [X Link](https://x.com/evfcfaddict/status/1970813666275754248) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-24T11:32Z 16.3K followers, 17.1K engagements "@Daniel___Gordon Long $FILA.MI and $ULVR.L $KRI.AT is on my watchlist and might be interested sub 16" [X Link](https://x.com/evfcfaddict/status/1970814896960127182) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-24T11:37Z 16.3K followers, XXX engagements "Diasorin NTM P/E now at 10y low $DIA.MI" [X Link](https://x.com/evfcfaddict/status/1971178864396337471) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-25T11:43Z 16.3K followers, 5053 engagements "Stocks that dont go down XX% from their temp. top (even in bull markets) from time to time are indeed pretty rare" [X Link](https://x.com/evfcfaddict/status/1971206942950555787) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-25T13:35Z 16.3K followers, 2600 engagements "1/2 Last year @memyselfandi006 wrote up $DCC.L which was already a very interesting case with a great track record back then. X year later stock price barely moved despite great capital allocation clearing the portfolio buying/back and tendering shares. We are talking XX% FCF" [X Link](https://x.com/evfcfaddict/status/1972608162453925958) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-29T10:23Z 16.3K followers, 7519 engagements "Here is a great breakdown of the $MSI.L business case. Thx @gezzogero for hinting that one to me" [X Link](https://x.com/evfcfaddict/status/1972975567046860849) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-30T10:43Z 16.3K followers, 5965 engagements "Mondi $MNDI.L is one of the first companies with a q3 trading update - and its not a good one stock -14%" [X Link](https://x.com/evfcfaddict/status/1975102142777299134) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-06T07:33Z 16.3K followers, 2804 engagements "@govro12 down X% best: Unilever up X% worst Azelis -5%" [X Link](https://x.com/evfcfaddict/status/1977028950808539642) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-11T15:10Z 16.3K followers, 1958 engagements "Rovi $ROVI.MC will produce for $NVO starting next year" [X Link](https://x.com/evfcfaddict/status/1977651977212551555) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-13T08:25Z 16.3K followers, 4430 engagements "Remember Oliver Kelton I wrote a lot about him his fund only invests in Europe. Telcos banks beer.- sounds boring Well my nephew actually bought into it days before Putins invasion in late 01/22 and is up 7182% since. Fund was up XX% even in 2022 with Euro large caps" [X Link](https://x.com/evfcfaddict/status/1978453253131018264) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-15T13:29Z 16.3K followers, 5014 engagements "current top 10:" [X Link](https://x.com/evfcfaddict/status/1978453665443684819) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-15T13:31Z 16.3K followers, 2032 engagements "@WhiteChipStocks @uv_shares I avoid banks but thx for the mention" [X Link](https://x.com/evfcfaddict/status/1980458876169515266) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-21T02:19Z 16.3K followers, XX engagements "@AKWilk $ALWEC.PA $BBW.SI $GM.MI $AOJ To name a few" [X Link](https://x.com/evfcfaddict/status/1796966737776156749) [@evfcfaddict](/creator/x/evfcfaddict) 2024-06-01T18:07Z 16.3K followers, 3729 engagements "1/2 ROW (ex2000) never been cheaper vs. US. Is it different this time or is it time to search for opps @SebKrog and me discuss tomorrow with @MnkeDaniel who has over 100k followers in his early 20s @safe_our_souls who knows market like no other" [X Link](https://x.com/evfcfaddict/status/1858237842494996637) [@evfcfaddict](/creator/x/evfcfaddict) 2024-11-17T19:56Z 16.3K followers, 19.6K 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" [X Link](https://x.com/evfcfaddict/status/1897983599598539118) [@evfcfaddict](/creator/x/evfcfaddict) 2025-03-07T12:12Z 16.3K followers, 5901 engagements "Swatch $UHR.SW was dead money for a long time but may finally offer an interesting setup with a huge insider buy in May activist pressure and a founder family that might be willing to sell midterm. Stock is trading 06x P/TBV massive netcash in ;)" [X Link](https://x.com/evfcfaddict/status/1937613914788782528) [@evfcfaddict](/creator/x/evfcfaddict) 2025-06-24T20:48Z 16.3K followers, 12.1K engagements "As some are using me as contra ;) here is a portfolio update in order of size-hope this helps: $FILA.MI $ROVI.MC $ODET.PA $ALCO $BRKR $ITD.MI $ULVR.L $AVTR $2267.T $EVS.BR $VID.MC $SUP.L $TBRG $ALPM.PA $TECN.SW $9928.T $8771.T $KITW.L $CTEC.L $DR.TO $GAMA.L" [X Link](https://x.com/evfcfaddict/status/1949829806259876318) [@evfcfaddict](/creator/x/evfcfaddict) 2025-07-28T13:50Z 16.3K followers, 17.4K engagements "Portfolio end of August ytd X% in XX% in $ goal: beating the index with 1/2 the vola $FILA.MI $ITD.MI $ROVI.MC Undisclosed $DR.TO $CTEC.L $ODET.PA $ULVR.L $BRKR $AZE.BR $FMX $IMCD.AS $CBE.PA $EVS.BR $SUP.L $DEF.DE $VID.MC $ALPM.PA $KITW.L" [X Link](https://x.com/evfcfaddict/status/1961779620086272428) [@evfcfaddict](/creator/x/evfcfaddict) 2025-08-30T13:14Z 16.3K followers, 14.2K engagements "I just sold my (yet) only DD ytd loser $BRKR for a (after tax refund) XX% (on a portfolio basis) loss. I overestimated their capital allocation and m&a skills. I underestimated the high debt and lower earnings in times of Trumps healthcare savings combo. New US allocation: 0%" [X Link](https://x.com/evfcfaddict/status/1964060464255500318) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-05T20:17Z 16.3K followers, 6613 engagements "Jack Henry NTM P/E now at 10y low $JKHY" [X Link](https://x.com/evfcfaddict/status/1970361621227905124) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-23T05:36Z 16.3K followers, 4705 engagements "@The_Analyst_Lab got a full position in $AZE.BR (just search the ticker wrote about it multiple times) and a small in $CBE.PA. At some point $SY1G.DE might become interesting" [X Link](https://x.com/evfcfaddict/status/1970859289699835982) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-24T14:34Z 16.3K followers, XXX engagements "40% off the highs $BC.MI" [X Link](https://x.com/evfcfaddict/status/1971237552901456031) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-25T15:37Z 16.3K followers, 14K engagements "What fascinates me every single time again on fintwit is how massive price action drives narrative. Im more and more learning to completely ignore this noise and just focus on the company itself. One of the major ingredients for alpha generation" [X Link](https://x.com/evfcfaddict/status/1973325589840011733) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-01T09:54Z 16.3K followers, 28.8K engagements "Sean is back with his H1 letter. One of the best 7y track records you will find: $ISSC $ICCC $SLSN $SNWV @CaptnKirk13" [X Link](https://x.com/evfcfaddict/status/1975604768212197679) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-07T16:50Z 16.3K followers, 18.1K engagements "If you lost more than X% yesterday you will likely quit forever in a bear market" [X Link](https://x.com/evfcfaddict/status/1977022931466400148) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-11T14:46Z 16.3K followers, 38.5K engagements "Bought back $AZE.BR cheaper. Took a closer look the last weeks and this looks very compelling midterm. Earnings are near the bottom and PE has already sold a big chunk. ST their selling might limit upside though-happy to make it top X if we get lower" [X Link](https://x.com/evfcfaddict/status/1961073512694587882) [@evfcfaddict](/creator/x/evfcfaddict) 2025-08-28T14:28Z 16.3K followers, 5291 engagements "@mtmmee management does a good job imo. imcd/azelis have deeper moats and relationships vs brenntag" [X Link](https://x.com/evfcfaddict/status/1961147567041122584) [@evfcfaddict](/creator/x/evfcfaddict) 2025-08-28T19:23Z 16.3K followers, XXX engagements "Thx a lot Morgan Stanley for letting me add $AZE.BR under XX - sell side analysts that only think in quarters are the gift that keeps on giving" [X Link](https://x.com/evfcfaddict/status/1965780136458113127) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-10T14:11Z 16.3K followers, 3406 engagements "to put this in perspective: normalized free cash flow will be way over 300m in my view - so 11-12% FCF Yield for a business with a real moat. Great conclusion here from my friends at shareholdervalue ag @heikoboehmer @ValueInvestoren $AZE.BR" [X Link](https://x.com/evfcfaddict/status/1965781446804873573) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-10T14:16Z 16.3K followers, 2510 engagements "Mcap of my current top XX in 6x 300m (2x 1x 1x 1x 1x undisclosed) $FILA.MI sub 400m $APR.WA sub 600m The other X ( $AZE.BR $ROVI.MC ) between 25B and 3B Only large cap I still hold (but maybe sell after the spinoff if the others get even cheaper) is $ULVR.L" [X Link](https://x.com/evfcfaddict/status/1971448236792770683) [@evfcfaddict](/creator/x/evfcfaddict) 2025-09-26T05:34Z 16.3K followers, 10.1K engagements "My favorite company : - XX% of profits are recurring - very loyal customer base - net cash - 10x ev/fcf - XX% ROE - X% dividend - opportunistic buybacks Ennismore (August letter) and @SCapStrategist did writeups recently. $ANDR.VI" [X Link](https://x.com/evfcfaddict/status/1975547883157135865) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-07T13:04Z 16.3K followers, 21.9K engagements "After @Nesjamag told me to buy the European one since it was XX% lower I finally bought a starter. This is like XX% cheaper and more profitable than $UAMY oligopoly for p/e 3-4 crazy (and with 300k daily volume not that illiquid with auctions 11:30/16:30). $CAMB.BR" [X Link](https://x.com/evfcfaddict/status/1976586769509540207) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-10T09:53Z 16.3K followers, 20.5K engagements "green: average p/e (followed by 5-15% 10y cagr historically) red: today" [X Link](https://x.com/evfcfaddict/status/1976626577032294476) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-10T12:31Z 16.3K followers, 7219 engagements "80% of profitable and growing microcap companies in the developed world are listed in Europe and Japan. XX% of microcap investors are completely ignoring these X regions. This makes absolutely no sense" [X Link](https://x.com/evfcfaddict/status/1979286408004092027) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-17T20:40Z 16.3K followers, 21.4K engagements "@JamieHalse is your fund tax approved and available for distribution in Austria" [X Link](https://x.com/evfcfaddict/status/1980492916155117917) [@evfcfaddict](/creator/x/evfcfaddict) 2025-10-21T04:34Z 16.3K followers, XXX 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 Andy
Andy posts on X about $azebr, $filami, $supl, $vidmc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +246%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -X%
- X Months XXX -XX%
- X Year XXX +21%
Followers: XXXXXX #
- X Week XXXXXX +0.17%
- X Month XXXXXX +1.40%
- X Months XXXXXX +7.50%
- X Year XXXXXX +26%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% travel destinations XXXX% fashion brands XXXX%
Social topic influence $azebr #1, $filami #2, $supl #1, $vidmc #1, $ulvrl #69, $drto #1, $itdmi #1, $brkr 1.66%, $kitwl 1.66%, $rovimc #1
Top accounts mentioned or mentioned by @nstepmum @sebkrog @blankspacenom @invest_aybar @gwinvestors @renesellmann @davidkatunaric @secrets4stocks @govro12 @mtmmee @thomasmoroder @fwenen @stonkmetal @microcapclub @investaybar @stoffel68942307 @investmentideen @cj0pp3l @abilitatode @toffcap
Top assets mentioned Bruker, Corp. (BRKR) FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX) Bio Protocol (BIO) HEICO CORP CL A (HEI.A) Thermo Fisher Scientific Inc. (TMO) Novo-Nordisk (NVO) Avantor, Inc. (AVTR) Jack Henry & Associates, Inc. (JKHY) Innovative Solutions & Support (ISSC) Morgan Stanley (MS)
Top Social Posts #
Top posts by engagements in the last XX hours
"@trader_53 $BIO looks very compelling now with their Sartorius starkes being worth 475B$ atm"
X Link @evfcfaddict 2025-10-16T11:01Z 16.3K followers, XXX engagements
"Whats your top X picks going into 2024 Mine: $DR.TO Medical Facilities $CGM.PA Cegedim $BBW.SI Azeus Systems"
X Link @evfcfaddict 2023-12-30T08:13Z 16.3K followers, 26.6K engagements
"Lets make a list with the best management teams in micro- small and midcaps I start with XX of my favorites: $FTLF $SUP.L $BELA.AT $VID.MC $LDB.MI $TFF.PA $THEP.PA $IVFH $BBW.SI $RBREW.CO"
X Link @evfcfaddict 2024-07-31T17:45Z 16.3K followers, 20.3K engagements
"Heineken $HEIA $HEIO in line plus positive outlook:"
X Link @evfcfaddict 2025-02-12T06:22Z 16.3K followers, 2571 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 "
X Link @evfcfaddict 2025-07-10T09:08Z 16.3K followers, 9264 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"
X Link @evfcfaddict 2025-07-16T15:48Z 16.3K followers, 1552 engagements
"A world class one at a decade low valuation $IMCD.AS"
X Link @evfcfaddict 2025-08-04T07:14Z 16.3K followers, 17.8K engagements
"@CJ0pp3l @simcity31 $APR.WA $DCC.L $ITD.MI $FILA.MI $CBE.PA $DR.TO $SUP.L $VID.MC $AZE.BR $KITW.L"
X Link @evfcfaddict 2025-09-20T11:44Z 16.3K followers, 1087 engagements
"Nestle NTM P/E now at 10y low $NESN.SW"
X Link @evfcfaddict 2025-09-24T11:32Z 16.3K followers, 17.1K engagements
"@Daniel___Gordon Long $FILA.MI and $ULVR.L $KRI.AT is on my watchlist and might be interested sub 16"
X Link @evfcfaddict 2025-09-24T11:37Z 16.3K followers, XXX engagements
"Diasorin NTM P/E now at 10y low $DIA.MI"
X Link @evfcfaddict 2025-09-25T11:43Z 16.3K followers, 5053 engagements
"Stocks that dont go down XX% from their temp. top (even in bull markets) from time to time are indeed pretty rare"
X Link @evfcfaddict 2025-09-25T13:35Z 16.3K followers, 2600 engagements
"1/2 Last year @memyselfandi006 wrote up $DCC.L which was already a very interesting case with a great track record back then. X year later stock price barely moved despite great capital allocation clearing the portfolio buying/back and tendering shares. We are talking XX% FCF"
X Link @evfcfaddict 2025-09-29T10:23Z 16.3K followers, 7519 engagements
"Here is a great breakdown of the $MSI.L business case. Thx @gezzogero for hinting that one to me"
X Link @evfcfaddict 2025-09-30T10:43Z 16.3K followers, 5965 engagements
"Mondi $MNDI.L is one of the first companies with a q3 trading update - and its not a good one stock -14%"
X Link @evfcfaddict 2025-10-06T07:33Z 16.3K followers, 2804 engagements
"@govro12 down X% best: Unilever up X% worst Azelis -5%"
X Link @evfcfaddict 2025-10-11T15:10Z 16.3K followers, 1958 engagements
"Rovi $ROVI.MC will produce for $NVO starting next year"
X Link @evfcfaddict 2025-10-13T08:25Z 16.3K followers, 4430 engagements
"Remember Oliver Kelton I wrote a lot about him his fund only invests in Europe. Telcos banks beer.- sounds boring Well my nephew actually bought into it days before Putins invasion in late 01/22 and is up 7182% since. Fund was up XX% even in 2022 with Euro large caps"
X Link @evfcfaddict 2025-10-15T13:29Z 16.3K followers, 5014 engagements
"current top 10:"
X Link @evfcfaddict 2025-10-15T13:31Z 16.3K followers, 2032 engagements
"@WhiteChipStocks @uv_shares I avoid banks but thx for the mention"
X Link @evfcfaddict 2025-10-21T02:19Z 16.3K followers, XX engagements
"@AKWilk $ALWEC.PA $BBW.SI $GM.MI $AOJ To name a few"
X Link @evfcfaddict 2024-06-01T18:07Z 16.3K followers, 3729 engagements
"1/2 ROW (ex2000) never been cheaper vs. US. Is it different this time or is it time to search for opps @SebKrog and me discuss tomorrow with @MnkeDaniel who has over 100k followers in his early 20s @safe_our_souls who knows market like no other"
X Link @evfcfaddict 2024-11-17T19:56Z 16.3K followers, 19.6K 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"
X Link @evfcfaddict 2025-03-07T12:12Z 16.3K followers, 5901 engagements
"Swatch $UHR.SW was dead money for a long time but may finally offer an interesting setup with a huge insider buy in May activist pressure and a founder family that might be willing to sell midterm. Stock is trading 06x P/TBV massive netcash in ;)"
X Link @evfcfaddict 2025-06-24T20:48Z 16.3K followers, 12.1K engagements
"As some are using me as contra ;) here is a portfolio update in order of size-hope this helps: $FILA.MI $ROVI.MC $ODET.PA $ALCO $BRKR $ITD.MI $ULVR.L $AVTR $2267.T $EVS.BR $VID.MC $SUP.L $TBRG $ALPM.PA $TECN.SW $9928.T $8771.T $KITW.L $CTEC.L $DR.TO $GAMA.L"
X Link @evfcfaddict 2025-07-28T13:50Z 16.3K followers, 17.4K engagements
"Portfolio end of August ytd X% in XX% in $ goal: beating the index with 1/2 the vola $FILA.MI $ITD.MI $ROVI.MC Undisclosed $DR.TO $CTEC.L $ODET.PA $ULVR.L $BRKR $AZE.BR $FMX $IMCD.AS $CBE.PA $EVS.BR $SUP.L $DEF.DE $VID.MC $ALPM.PA $KITW.L"
X Link @evfcfaddict 2025-08-30T13:14Z 16.3K followers, 14.2K engagements
"I just sold my (yet) only DD ytd loser $BRKR for a (after tax refund) XX% (on a portfolio basis) loss. I overestimated their capital allocation and m&a skills. I underestimated the high debt and lower earnings in times of Trumps healthcare savings combo. New US allocation: 0%"
X Link @evfcfaddict 2025-09-05T20:17Z 16.3K followers, 6613 engagements
"Jack Henry NTM P/E now at 10y low $JKHY"
X Link @evfcfaddict 2025-09-23T05:36Z 16.3K followers, 4705 engagements
"@The_Analyst_Lab got a full position in $AZE.BR (just search the ticker wrote about it multiple times) and a small in $CBE.PA. At some point $SY1G.DE might become interesting"
X Link @evfcfaddict 2025-09-24T14:34Z 16.3K followers, XXX engagements
"40% off the highs $BC.MI"
X Link @evfcfaddict 2025-09-25T15:37Z 16.3K followers, 14K engagements
"What fascinates me every single time again on fintwit is how massive price action drives narrative. Im more and more learning to completely ignore this noise and just focus on the company itself. One of the major ingredients for alpha generation"
X Link @evfcfaddict 2025-10-01T09:54Z 16.3K followers, 28.8K engagements
"Sean is back with his H1 letter. One of the best 7y track records you will find: $ISSC $ICCC $SLSN $SNWV @CaptnKirk13"
X Link @evfcfaddict 2025-10-07T16:50Z 16.3K followers, 18.1K engagements
"If you lost more than X% yesterday you will likely quit forever in a bear market"
X Link @evfcfaddict 2025-10-11T14:46Z 16.3K followers, 38.5K engagements
"Bought back $AZE.BR cheaper. Took a closer look the last weeks and this looks very compelling midterm. Earnings are near the bottom and PE has already sold a big chunk. ST their selling might limit upside though-happy to make it top X if we get lower"
X Link @evfcfaddict 2025-08-28T14:28Z 16.3K followers, 5291 engagements
"@mtmmee management does a good job imo. imcd/azelis have deeper moats and relationships vs brenntag"
X Link @evfcfaddict 2025-08-28T19:23Z 16.3K followers, XXX engagements
"Thx a lot Morgan Stanley for letting me add $AZE.BR under XX - sell side analysts that only think in quarters are the gift that keeps on giving"
X Link @evfcfaddict 2025-09-10T14:11Z 16.3K followers, 3406 engagements
"to put this in perspective: normalized free cash flow will be way over 300m in my view - so 11-12% FCF Yield for a business with a real moat. Great conclusion here from my friends at shareholdervalue ag @heikoboehmer @ValueInvestoren $AZE.BR"
X Link @evfcfaddict 2025-09-10T14:16Z 16.3K followers, 2510 engagements
"Mcap of my current top XX in 6x 300m (2x 1x 1x 1x 1x undisclosed) $FILA.MI sub 400m $APR.WA sub 600m The other X ( $AZE.BR $ROVI.MC ) between 25B and 3B Only large cap I still hold (but maybe sell after the spinoff if the others get even cheaper) is $ULVR.L"
X Link @evfcfaddict 2025-09-26T05:34Z 16.3K followers, 10.1K engagements
"My favorite company : - XX% of profits are recurring - very loyal customer base - net cash - 10x ev/fcf - XX% ROE - X% dividend - opportunistic buybacks Ennismore (August letter) and @SCapStrategist did writeups recently. $ANDR.VI"
X Link @evfcfaddict 2025-10-07T13:04Z 16.3K followers, 21.9K engagements
"After @Nesjamag told me to buy the European one since it was XX% lower I finally bought a starter. This is like XX% cheaper and more profitable than $UAMY oligopoly for p/e 3-4 crazy (and with 300k daily volume not that illiquid with auctions 11:30/16:30). $CAMB.BR"
X Link @evfcfaddict 2025-10-10T09:53Z 16.3K followers, 20.5K engagements
"green: average p/e (followed by 5-15% 10y cagr historically) red: today"
X Link @evfcfaddict 2025-10-10T12:31Z 16.3K followers, 7219 engagements
"80% of profitable and growing microcap companies in the developed world are listed in Europe and Japan. XX% of microcap investors are completely ignoring these X regions. This makes absolutely no sense"
X Link @evfcfaddict 2025-10-17T20:40Z 16.3K followers, 21.4K engagements
"@JamieHalse is your fund tax approved and available for distribution in Austria"
X Link @evfcfaddict 2025-10-21T04:34Z 16.3K followers, XXX engagements