[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 $brkr, $alpmpa, $drto, $supl the most. They currently have XXXXXX followers and 1039 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::3656110581/interactions)  - X Week XXXXXXX +74% - X Month XXXXXXX +33% - X Months XXXXXXXXX +23% - X Year XXXXXXXXX +9.10% ### Mentions: XX [#](/creator/twitter::3656110581/posts_active)  - X Month XX -XX% - X Months XXX +16% - X Year XXX +17% ### Followers: XXXXXX [#](/creator/twitter::3656110581/followers)  - X Week XXXXXX +0.70% - X Month XXXXXX +1.50% - X Months XXXXXX +12% - X Year XXXXXX +37% ### CreatorRank: XXXXXXX [#](/creator/twitter::3656110581/influencer_rank)  ### Social Influence [#](/creator/twitter::3656110581/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [formula 1](/list/formula-1) [countries](/list/countries) **Social topic influence** [$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](/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](/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](/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](/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](/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](/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](/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](/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](/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 15.7K 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 $RBREW.CO"  [@evfcfaddict](/creator/x/evfcfaddict) on [X](/post/tweet/1818704586204455204) 2024-07-31 17:45:37 UTC 15.7K followers, 20.2K engagements "H1/2025: +6% () +19% ($) $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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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 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 #
- X Week XXXXXXX +74%
- X Month XXXXXXX +33%
- X Months XXXXXXXXX +23%
- X Year XXXXXXXXX +9.10%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +16%
- X Year XXX +17%
Followers: XXXXXX #
- X Week XXXXXX +0.70%
- X Month XXXXXX +1.50%
- X Months XXXXXX +12%
- X Year XXXXXX +37%
CreatorRank: XXXXXXX #
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 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 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 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 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 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 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 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 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 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 15.7K 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 $RBREW.CO" @evfcfaddict on X 2024-07-31 17:45:37 UTC 15.7K followers, 20.2K engagements
"H1/2025: +6% () +19% ($) $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 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 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 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 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 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 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 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 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 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 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 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 on X 2023-10-26 09:43:33 UTC 15.7K followers, 21.9K engagements
"Laughing Water @LaughingH20Cap H1 letter is up:" @evfcfaddict on X 2025-07-22 13:30:33 UTC 15.7K followers, 4596 engagements
"@TomSmith839 $ULVR.L $TECN.SW $TMO $RKT.L" @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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 on X 2023-09-14 21:33:06 UTC 15.7K followers, 3956 engagements