iiinova — where your digital self keeps evolving

Andy @evfcfaddict.bsky.social · 02/06/2026

If a company with 50B net cash that generates 200B ebitda a year raises 80B with an equity raise, it`s pretty clear to me they think the equity is overvalued. $GOOG

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Andy @evfcfaddict.bsky.social · 19/05/2026

Domäne Wachau - good value for the money 💪🇦🇹

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Andy @evfcfaddict.bsky.social · 19/05/2026

@alluvialcapital.bsky.social Tactile Fund Q1 letter: alluvialcapital.us12.list-manage.com/track/click?...

alluvialcapital.us12.list-manage.com

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Andy @evfcfaddict.bsky.social · 18/05/2026

either that or they sell the whole thing…

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Andy @evfcfaddict.bsky.social · 15/05/2026

aze was my biggest loser in 25, rovi my biggest winner… bought back rovi recently as I think not much has changed looking 2-3 yrs out…given up on chemicals some time ago which might explain the recent run.

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Andy @evfcfaddict.bsky.social · 14/05/2026

Price drives narrative (no changes since Tulip Mania started in 1630)

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Andy @evfcfaddict.bsky.social · 12/05/2026

Smith and Nephew $SNN $SN.L is finally looking very interesting, growing EPS LDD while trading at a decade low valuation and a decade high fcf yield. In addition they bought back 3% late last year and will buy back another 2,5% of the company until September.

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Andy @evfcfaddict.bsky.social · 30/04/2026

extra for you: Intred Supreme Vidrala Medical Facilities DEFAMA Rockwood Strategic Hikari Tsushin Stevanato Convatec Fitlife Brands EVS Broadcast MTU Aero Engines OTC Markets Jumbo Ilyda Berner Industries Nippon Active Value Fund Royal Unibrew Momentum Group

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Andy @evfcfaddict.bsky.social · 30/04/2026

Portfolio end of April in order of size, +1,5% ytd: $ITD.MI $SUP.L $VID.MC $DR.TO $DEF.DE $RKW.L $9435.T $STVN $CTEC.L $FTLF $EVS.BR $MTX.DE $OTCM $BELA.AT $ILYDA.AT $BERNERB.ST $NAVF.L $RBREW.CO $MMGRB.ST 19% Cash

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Andy @evfcfaddict.bsky.social · 26/04/2026

What a fight „they are on another planet“ Pogacar vs. Seixas

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Reposted by Andy

FinTwitter @fintwitter.bsky.social · 24/04/2026

Michael Burry: Bought Ishares Semiconductor ETF Puts.

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Reposted by Andy

Helene Meisler @hmeisler.bsky.social · 24/04/2026

In 2000 the SOX nearly doubled in the final six weeks from late January to early March.

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Andy @evfcfaddict.bsky.social · 24/04/2026

Self-service petrol stations have a better customer service than X.

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Andy @evfcfaddict.bsky.social · 20/04/2026

they did some tweets already, we‘ll see…thx!

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Andy @evfcfaddict.bsky.social · 20/04/2026

26 hours after I told X various times I was hacked, the hacker started to PM my follower to hack them as well. No human reaction from X - shameful!

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Reposted by Andy

Mr Market Miscalculates 🇪🇺🇺🇦🏴‍☠️ @mrmarketmis.bsky.social · 18/04/2026

With Kash & Pete, Washington DC will soon run out of vodka and bourbon

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Andy @evfcfaddict.bsky.social · 19/04/2026

My X Account was hacked friends…take care!

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Andy @evfcfaddict.bsky.social · 07/05/2025

Bruker $BRKR Q1 release: s22.q4cdn.com/617463959/fi... FY EPS guidance lowered a bit, mainly caused by tariff impacts.

s22.q4cdn.com

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Andy @evfcfaddict.bsky.social · 07/05/2025

Worldwide (mainly large cap) valuations, no bargains, only US overvalued.

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Andy @evfcfaddict.bsky.social · 07/05/2025

I know most of you don`t like the company but I bought a trading position in Teamviewer $TMV.DE under 11€. Numbers look great, they continue to grow in the high margin Enterprise Segment and are now trading at a 14% FCF yield, debt free in 2-3 years, buying back lots of stocks..

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Reposted by Andy

Dave Waters @alluvialcapital.bsky.social · 05/05/2025

Seeing a lot of "2x free cash flow, insane margins, will grow 20% for years!" stock pitches where the author does not seem to realize the company is operating in a legal gray area that could end with the stroke of a pen, or is an outright fraud. Be careful.

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Andy @evfcfaddict.bsky.social · 06/05/2025

Q1 letter of @alluvialcapital.bsky.social new Tactile fund: mcusercontent.com/b5aa12c5c889...

mcusercontent.com

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Andy @evfcfaddict.bsky.social · 06/05/2025

The Mountain is you is a book that answers many questions I used to ask myself. Personal stuff but also why people here are afraid of stocks while Americans are not. In the US they grow up with it while kids here are raised with stocks as dangerous (backed by media and politics)

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Reposted by Andy

Matthias Schmitt @finanzgeschichten.com · 06/05/2025

@finanzgeschichten.bsky.social Griechischer Joghurt ist extrem lecker. Das merken auch immer mehr Konsumenten außerhalb Griechenlands. Daher exportiert der Joghurt- und Speiseeis-Hersteller Kri-Kri immer mehr.

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Andy @evfcfaddict.bsky.social · 05/05/2025

wow looks wonderful-thx for sharing!

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Reposted by Andy

Mr Market Miscalculates 🇪🇺🇺🇦🏴‍☠️ @mrmarketmis.bsky.social · 03/05/2025

Millennials are ruining everything… “In April, two of the best-known producers, Lafite Rothschild and Angélus, both released their priciest 2024 red wines at 31% discounts to 2023’s vintage." Lafite’s is priced at €288 per bottle while Angélus’s is €180. Both are the lowest prices since 2014”

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Andy @evfcfaddict.bsky.social · 03/05/2025

„Size is an enemy for the performance of Berkshire. We can’t solve that problem unfortunately.“ Warren would still do micro- and smallcaps if he could.

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Andy @evfcfaddict.bsky.social · 02/05/2025

Everyone who told us to sell back then under 5.000 is gone. Since nothing has changed I further upped my cash position in the last days. I‘m always careful but at 5.700 in this environment I‘m extremely cautious, closely following what happens. Take care!

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Andy @evfcfaddict.bsky.social · 21/04/2025

My watchlist shows more and more US names for the first time in a while. Mainly well positioned small- and microcaps as well as some life sciences midcaps. Stocks that went down with the market without a lot of dependence on the economy. Weak dollar makes them even cheaper for us Europoors.

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Andy @evfcfaddict.bsky.social · 21/04/2025

We enter the stage where market continues to go down even if Trump is talking about a tariffs deal with the EU and a Russia/Ukraine deal maybe this week. He has lost all credibility on Wall Street.

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Andy @evfcfaddict.bsky.social · 21/04/2025

most have given up on them. look at barrick long term vs gold, mindblowing.

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Andy @evfcfaddict.bsky.social · 21/04/2025

2,5 years ago when €/$ hit 0,96, there was barely any euro bull left and no one understood why I thought 1,15-1,2 is likely fair value. Timing the market is difficult but in the long run nearly anything will eventually hit fair value.

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Andy @evfcfaddict.bsky.social · 21/04/2025

Calculated in € we are at the 52wks closing lows from a few weeks ago for the s&p500 and nasdaq100. Most sectors still looking pretty expensive though.

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Andy @evfcfaddict.bsky.social · 21/04/2025

The no. of US large cap technology stocks that hasn‘t lost at least 35% from recent highs is getting pretty small. Meanwhile $SCZ is just 5% below 3y highs. (all calculated in $)

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Andy @evfcfaddict.bsky.social · 15/04/2025

ok more like 7,2x according to someone who knows the company and the reported language very well.

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Andy @evfcfaddict.bsky.social · 15/04/2025

Kri-Kri $KRI.AT a bit under my estimates, margin guidance lower than expected but very nice revenue growth in q1. Hoping for further weakness to add. www.krikri.gr/dyn/em_news/...

krikri.gr

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Andy @evfcfaddict.bsky.social · 15/04/2025

Precia $ALPM.PA 2024 results in line. Outlook sounds promising. Happy to add more on further weakness. Already trading at only ~6,5x ev/ebit but you never know what happens short term in French microcap land… fr.preciamolen.com/wp-content/u...

fr.preciamolen.com

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Andy @evfcfaddict.bsky.social · 14/04/2025

Looks like recession incoming in the US to me. Still the most expensive market with the worst administration ever. Hard to justify these multiples.

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Andy @evfcfaddict.bsky.social · 14/04/2025

Got 19% Cash again. -2% (in €) ytd now. I think the sentiment is way too bullish. Earnings season especially in the US will be very interesting. I will watch and don’t make transactions in the next weeks - instead do the work on my various newly added watchlist names. Take care!

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Andy @evfcfaddict.bsky.social · 14/04/2025

Sold out of $IPS.PA with a smallish gain. Very cheap but lots of US revenue plus typically costs for their clients which they will cut fast if the economy slows.

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Andy @evfcfaddict.bsky.social · 11/04/2025

there is way more room, s&p is still expensive. I just wanted to show the fact that so many people ignore that got s&p or msci world etfs and had a smooth ride for 16 years now. I guess a lot of index selling is incoming here.

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Andy @evfcfaddict.bsky.social · 11/04/2025

As an € investor invested in the s&p 500 you lost ~30% in 2008. With the ongoing dollar devaluation this morning, we are at -20% in the last 2 months.

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Andy @evfcfaddict.bsky.social · 09/04/2025

naja ich denke wenn dann die ersten aufträge kommen, sollte die Aktie wiederentdeckt werden.

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