[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 $alpmpa, $drto, $brkr, $tmo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::3656110581/interactions)  - X Week XXXXXXX +84% - X Month XXXXXXX +24% - X Months XXXXXXXXX +22% - X Year XXXXXXXXX +9.40% ### Mentions: XX [#](/creator/twitter::3656110581/posts_active)  - X Week XX -XX% - X Month XXX +4.40% - X Months XXX +33% - X Year XXX +22% ### Followers: XXXXXX [#](/creator/twitter::3656110581/followers)  - X Week XXXXXX +0.93% - X Month XXXXXX +1.90% - X Months XXXXXX +12% - X Year XXXXXX +37% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3656110581/influencer_rank)  ### Social Influence [#](/creator/twitter::3656110581/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [formula 1](/list/formula-1) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$alpmpa](/topic/$alpmpa) #1, [$drto](/topic/$drto) 6.01%, [$brkr](/topic/$brkr) #3, [$tmo](/topic/$tmo) #19, [$supl](/topic/$supl) #1, [$kriat](/topic/$kriat) 4.92%, [$evsbr](/topic/$evsbr) #1, [$vidmc](/topic/$vidmc) #1, [$kitwl](/topic/$kitwl) #1, [$ulvrl](/topic/$ulvrl) #15 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@govro12](/creator/undefined) [@toffcap](/creator/undefined) [@sharogradskym](/creator/undefined) [@sebkrog](/creator/undefined) [@returnsjourney](/creator/undefined) [@arneulland](/creator/undefined) [@secrets4stocks](/creator/undefined) [@kab604](/creator/undefined) [@atelicinvest](/creator/undefined) [@orpingtonplc](/creator/undefined) [@diegobmilano](/creator/undefined) [@bod11111](/creator/undefined) [@pernasresearch](/creator/undefined) [@rhinoinsight](/creator/undefined) [@maverick_equity](/creator/undefined) [@jam_invest](/creator/undefined) [@fwenen](/creator/undefined) [@r2discovery](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Bruker, Corp. (BRKR)](/topic/$brkr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Avantor, Inc. (AVTR)](/topic/$avtr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Unilever plc (UL)](/topic/$ul) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [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/$tsn) [Clorox Co (CLX)](/topic/$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/$khc) [Tidewater, Inc. (TDW)](/topic/$tdw) ### Top Social Posts [#](/creator/twitter::3656110581/posts) --- Top posts by engagements in the last XX hours "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](/creator/x/evfcfaddict) on [X](/post/tweet/1886897370350129455) 2025-02-04 21:59:24 UTC 15.7K followers, 16.7K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1834127362306236635) 2024-09-12 07:10:14 UTC 15.7K followers, 4399 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](/creator/x/evfcfaddict) on [X](/post/tweet/1943720755692236844) 2025-07-11 17:15:15 UTC 15.8K followers, 4401 engagements "Recent portfolio addition $TECN.SW jumps on new CEO (ex $TMO) announcement:"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943229765155950981) 2025-07-10 08:44:14 UTC 15.8K followers, 2978 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](/creator/x/evfcfaddict) on [X](/post/tweet/1717477056001220797) 2023-10-26 09:43:33 UTC 15.8K followers, 21.9K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1943235801053114500) 2025-07-10 09:08:13 UTC 15.8K followers, 9099 engagements "Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1824824052139036983) 2024-08-17 15:02:12 UTC 15.8K followers, 60.6K engagements "Azelis Bruker Defama Envipco EVS FILA Intred Kri-Kri Odet Precia Rovi Supreme Teamviewer USU Vidrala Vodafone"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1921156583293149362) 2025-05-10 10:53:17 UTC 15.8K followers, 12.9K engagements "Guys my watchlist is pretty emptylets collect ideas: - 500M $ Mcap - no dilution - 10x 2025 ebit/fcf - no/low debt - relatively low earnings volatility Ill start with $KRI.AT"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1760335361182400517) 2024-02-21 16:07:10 UTC 15.7K followers, 72.6K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1945505810462748702) 2025-07-16 15:28:25 UTC 15.7K followers, 7210 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](/creator/x/evfcfaddict) on [X](/post/tweet/1945510882194137478) 2025-07-16 15:48:34 UTC 15.8K followers, 1060 engagements "31/7/24 ytd XX% XX% Cash $DUR.AX $DR.TO $PLX.PA $KITW.L $SUP.L $ODET.PA $IMB.AX $9364.T $BBW.SI $ALPM.PA $ALWEC.PA $IVFH $KRI.AT $JAKK $3679.T $CEV.HM Basket (9312/5658/8046/6964/3765/7122/9845/9872)"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818610176968077589) 2024-07-31 11:30:28 UTC 15.8K followers, 11.1K engagements "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](/creator/x/evfcfaddict) on [X](/post/tweet/1842236134698467397) 2024-10-04 16:11:36 UTC 15.7K followers, 56.7K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1920015598114722285) 2025-05-07 07:19:25 UTC 15.7K followers, 9915 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](/creator/x/evfcfaddict) on [X](/post/tweet/1945510846802653588) 2025-07-16 15:48:26 UTC 15.8K followers, XXX 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](/creator/x/evfcfaddict) on [X](/post/tweet/1897983599598539118) 2025-03-07 12:12:07 UTC 15.7K followers, 5880 engagements "@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1946658827077914715) 2025-07-19 19:50:06 UTC 15.8K followers, 7397 engagements "Either I got the numbers wrong or the RBC Analyst 🤔 If we value Indian sub with just XX% value its still XX% cheaper than less growing Nestle. CEO is doing a great job. Reckitt similar valued with possible more US court action. US peers way more expensive. $ULVR.L $RKT.L $PEP"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1876333939570425866) 2025-01-06 18:24:06 UTC 15.7K followers, 3599 engagements "@CompTortoise $THEP.PA $AOJ $KRI.AT $AAD.DE $TFF.PA $ADM.L $REL.L $SPX.L $RBREW.CO $CPR.MI $EXPN.L To name a few"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1778141121132056953) 2024-04-10 19:20:54 UTC 15.7K followers, 3055 engagements "Things that happen if you pay 50x earnings for XX% growth"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1944793350810251620) 2025-07-14 16:17:22 UTC 15.8K followers, 22K 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](/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](/creator/x/evfcfaddict) on [X](/post/tweet/1922926885077454863) 2025-05-15 08:07:50 UTC 15.8K followers, 1911 engagements "Laughing Water @LaughingH20Cap H1 letter is up:"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947650475236724952) 2025-07-22 13:30:33 UTC 15.8K followers, 4696 engagements "@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1943230176952742227) 2025-07-10 08:45:52 UTC 15.7K followers, XXX 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](/creator/x/evfcfaddict) on [X](/post/tweet/1945510808663797912) 2025-07-16 15:48:17 UTC 15.8K followers, XXX engagements "@eriksen_tim I only know that kind of (nearly non existent) premia from Italy"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1947287265765457969) 2025-07-21 13:27:17 UTC 15.8K followers, 1984 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](/creator/x/evfcfaddict) on [X](/post/tweet/1818702166908928328) 2024-07-31 17:36:01 UTC 15.8K followers, 1401 engagements "@CodyShirk long $ROVI.MC $BRKR $TMO $AVTR and some more Im digging deeper atm"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1939039238785212858) 2025-06-28 19:12:34 UTC 15.8K followers, 1385 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](/creator/x/evfcfaddict) on [X](/post/tweet/1899170574645276685) 2025-03-10 18:48:44 UTC 15.7K followers, 6201 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](/creator/x/evfcfaddict) on [X](/post/tweet/1752769867986473012) 2024-01-31 19:04:36 UTC 15.8K followers, 10.6K 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"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818704586204455204) 2024-07-31 17:45:37 UTC 15.8K followers, 20.2K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1905314594530492710) 2025-03-27 17:42:53 UTC 15.8K followers, 11.8K 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 $THEP.PA"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1710339553733603653) 2023-10-06 17:01:40 UTC 15.8K followers, 6515 engagements "H1/2025: +6% () +19% ($) $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](/creator/x/evfcfaddict) on [X](/post/tweet/1939727971025306034) 2025-06-30 16:49:21 UTC 15.8K followers, 16.5K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1806731942173307144) 2024-06-28 16:50:37 UTC 15.8K followers, 16.4K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1666329405977681922) 2023-06-07 06:21:03 UTC 15.7K followers, 17.2K engagements "We are within the most intense Q3 earnings days in Europe.besides Crayon some other big moves: $RBREW.CO -XX% $JDC.DE -XX% $ABN.AS -X% $AD.AS -X% $PNDORA.CO +7% $GMAB +9% $VWS.CO +9% $MKS.L +11%"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1722225932923293771) 2023-11-08 12:13:54 UTC 15.7K followers, 4279 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](/creator/x/evfcfaddict) on [X](/post/tweet/1946655401484714364) 2025-07-19 19:36:29 UTC 15.8K followers, 68.6K engagements "@govro12 market cap = inventory now if I remember correctly - interest expense/debt of course a bit high during this downturn"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1945157116240535846) 2025-07-15 16:22:50 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](/creator/x/evfcfaddict) on [X](/post/tweet/1763307002841682426) 2024-02-29 20:55:24 UTC 15.7K followers, 13.8K engagements "31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1796488909096149129) 2024-05-31 10:28:27 UTC 15.8K followers, 12.4K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1897929962138542564) 2025-03-07 08:38:59 UTC 15.8K followers, 15.9K 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](/creator/x/evfcfaddict) on [X](/post/tweet/1947655991761506552) 2025-07-22 13:52:28 UTC 15.8K followers, 3302 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](/creator/x/evfcfaddict) on [X](/post/tweet/1947291954036805768) 2025-07-21 13:45:55 UTC 15.8K followers, 2767 engagements "@RhinoInsight $MMK.VI $ESSITY-B.ST eg just go to and sort after diff vs. yesterday (but its X in X mins ;))"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1933417902725869692) 2025-06-13 06:55:23 UTC 15.8K followers, XXX 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](/creator/x/evfcfaddict) on [X](/post/tweet/1916153516155916488) 2025-04-26 15:32:53 UTC 15.8K followers, 6875 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](/creator/x/evfcfaddict) on [X](/post/tweet/1795484459191742730) 2024-05-28 15:57:08 UTC 15.8K followers, 5711 engagements
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@evfcfaddict Andy
Andy posts on X about $alpmpa, $drto, $brkr, $tmo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +84%
- X Month XXXXXXX +24%
- X Months XXXXXXXXX +22%
- X Year XXXXXXXXX +9.40%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +4.40%
- X Months XXX +33%
- X Year XXX +22%
Followers: XXXXXX #
- X Week XXXXXX +0.93%
- X Month XXXXXX +1.90%
- X Months XXXXXX +12%
- X Year XXXXXX +37%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% formula 1 XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $alpmpa #1, $drto 6.01%, $brkr #3, $tmo #19, $supl #1, $kriat 4.92%, $evsbr #1, $vidmc #1, $kitwl #1, $ulvrl #15
Top accounts mentioned or mentioned by @joinyellowbrick @govro12 @toffcap @sharogradskym @sebkrog @returnsjourney @arneulland @secrets4stocks @kab604 @atelicinvest @orpingtonplc @diegobmilano @bod11111 @pernasresearch @rhinoinsight @maverick_equity @jam_invest @fwenen @r2discovery @grok
Top assets mentioned Bruker, Corp. (BRKR) Thermo Fisher Scientific Inc. (TMO) FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX) Avantor, Inc. (AVTR) PepsiCo, Inc. (PEP) Unilever plc (UL) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Danaher Corporation (DHR) Kimberly Clark Corp (KMB) British American Tobacco (BTI) Hormel Foods Corp (HRL) Tyson Foods, Inc. (TSN) 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) Tidewater, Inc. (TDW)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 on X 2025-02-04 21:59:24 UTC 15.7K followers, 16.7K 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 on X 2024-09-12 07:10:14 UTC 15.7K followers, 4399 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 on X 2025-07-11 17:15:15 UTC 15.8K followers, 4401 engagements
"Recent portfolio addition $TECN.SW jumps on new CEO (ex $TMO) announcement:" @evfcfaddict on X 2025-07-10 08:44:14 UTC 15.8K followers, 2978 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 on X 2023-10-26 09:43:33 UTC 15.8K followers, 21.9K 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 on X 2025-07-10 09:08:13 UTC 15.8K followers, 9099 engagements
"Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours" @evfcfaddict on X 2024-08-17 15:02:12 UTC 15.8K followers, 60.6K engagements
"Azelis Bruker Defama Envipco EVS FILA Intred Kri-Kri Odet Precia Rovi Supreme Teamviewer USU Vidrala Vodafone" @evfcfaddict on X 2025-05-10 10:53:17 UTC 15.8K followers, 12.9K engagements
"Guys my watchlist is pretty emptylets collect ideas: - 500M $ Mcap - no dilution - 10x 2025 ebit/fcf - no/low debt - relatively low earnings volatility Ill start with $KRI.AT" @evfcfaddict on X 2024-02-21 16:07:10 UTC 15.7K followers, 72.6K 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 on X 2025-07-16 15:28:25 UTC 15.7K followers, 7210 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 on X 2025-07-16 15:48:34 UTC 15.8K followers, 1060 engagements
"31/7/24 ytd XX% XX% Cash $DUR.AX $DR.TO $PLX.PA $KITW.L $SUP.L $ODET.PA $IMB.AX $9364.T $BBW.SI $ALPM.PA $ALWEC.PA $IVFH $KRI.AT $JAKK $3679.T $CEV.HM Basket (9312/5658/8046/6964/3765/7122/9845/9872)" @evfcfaddict on X 2024-07-31 11:30:28 UTC 15.8K followers, 11.1K engagements
"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 on X 2024-10-04 16:11:36 UTC 15.7K followers, 56.7K 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 on X 2025-05-07 07:19:25 UTC 15.7K followers, 9915 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 on X 2025-07-16 15:48:26 UTC 15.8K followers, XXX 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 on X 2025-03-07 12:12:07 UTC 15.7K followers, 5880 engagements
"@bod11111 Long $BRKR $ROVI.MC $TMO $CTEC.L $AVTR $DR.TO $TECN.SW $TBRG Some more on the watchlist" @evfcfaddict on X 2025-07-19 19:50:06 UTC 15.8K followers, 7397 engagements
"Either I got the numbers wrong or the RBC Analyst 🤔 If we value Indian sub with just XX% value its still XX% cheaper than less growing Nestle. CEO is doing a great job. Reckitt similar valued with possible more US court action. US peers way more expensive. $ULVR.L $RKT.L $PEP" @evfcfaddict on X 2025-01-06 18:24:06 UTC 15.7K followers, 3599 engagements
"@CompTortoise $THEP.PA $AOJ $KRI.AT $AAD.DE $TFF.PA $ADM.L $REL.L $SPX.L $RBREW.CO $CPR.MI $EXPN.L To name a few" @evfcfaddict on X 2024-04-10 19:20:54 UTC 15.7K followers, 3055 engagements
"Things that happen if you pay 50x earnings for XX% growth" @evfcfaddict on X 2025-07-14 16:17:22 UTC 15.8K followers, 22K 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 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 on X 2025-05-15 08:07:50 UTC 15.8K followers, 1911 engagements
"Laughing Water @LaughingH20Cap H1 letter is up:" @evfcfaddict on X 2025-07-22 13:30:33 UTC 15.8K followers, 4696 engagements
"@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L" @evfcfaddict on X 2025-07-10 08:45:52 UTC 15.7K followers, XXX 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 on X 2025-07-16 15:48:17 UTC 15.8K followers, XXX engagements
"@eriksen_tim I only know that kind of (nearly non existent) premia from Italy" @evfcfaddict on X 2025-07-21 13:27:17 UTC 15.8K followers, 1984 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 on X 2024-07-31 17:36:01 UTC 15.8K followers, 1401 engagements
"@CodyShirk long $ROVI.MC $BRKR $TMO $AVTR and some more Im digging deeper atm" @evfcfaddict on X 2025-06-28 19:12:34 UTC 15.8K followers, 1385 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 on X 2025-03-10 18:48:44 UTC 15.7K followers, 6201 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 on X 2024-01-31 19:04:36 UTC 15.8K followers, 10.6K 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" @evfcfaddict on X 2024-07-31 17:45:37 UTC 15.8K followers, 20.2K 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 on X 2025-03-27 17:42:53 UTC 15.8K followers, 11.8K 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 $THEP.PA" @evfcfaddict on X 2023-10-06 17:01:40 UTC 15.8K followers, 6515 engagements
"H1/2025: +6% () +19% ($) $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 on X 2025-06-30 16:49:21 UTC 15.8K followers, 16.5K 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 on X 2024-06-28 16:50:37 UTC 15.8K followers, 16.4K 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 on X 2023-06-07 06:21:03 UTC 15.7K followers, 17.2K engagements
"We are within the most intense Q3 earnings days in Europe.besides Crayon some other big moves: $RBREW.CO -XX% $JDC.DE -XX% $ABN.AS -X% $AD.AS -X% $PNDORA.CO +7% $GMAB +9% $VWS.CO +9% $MKS.L +11%" @evfcfaddict on X 2023-11-08 12:13:54 UTC 15.7K followers, 4279 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 on X 2025-07-19 19:36:29 UTC 15.8K followers, 68.6K engagements
"@govro12 market cap = inventory now if I remember correctly - interest expense/debt of course a bit high during this downturn" @evfcfaddict on X 2025-07-15 16:22:50 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 on X 2024-02-29 20:55:24 UTC 15.7K followers, 13.8K engagements
"31/5/24 ytd XXX% (94% after tax) X Cash $DR.TO $DUR.AX $BBW.SI $ALWEC.PA $GM.MI $ERIC $AOJ $ODET.PA $SUP.L $IMB.AX $IVFH $FTLF $EBRO.MC $JAKK $ALPM.PA $CA.PA $9364.T $3679.T $PVN.MI $PLX.PA $COM.MI $AAD.DE $EVS.BR $BHU.SI $CEV.HM $MGS.MI Basket (9845/3765/6864/7122/9312)" @evfcfaddict on X 2024-05-31 10:28:27 UTC 15.8K followers, 12.4K 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 on X 2025-03-07 08:38:59 UTC 15.8K followers, 15.9K 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 on X 2025-07-22 13:52:28 UTC 15.8K followers, 3302 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 on X 2025-07-21 13:45:55 UTC 15.8K followers, 2767 engagements
"@RhinoInsight $MMK.VI $ESSITY-B.ST eg just go to and sort after diff vs. yesterday (but its X in X mins ;))" @evfcfaddict on X 2025-06-13 06:55:23 UTC 15.8K followers, XXX 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 on X 2025-04-26 15:32:53 UTC 15.8K followers, 6875 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 on X 2024-05-28 15:57:08 UTC 15.8K followers, 5711 engagements