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@NestBetter "Seems inevitable to me that the Brookfield complex ( $BEP / $BIP) swallows up $TA.TO just like they did $IPL.TO back in the day. They are already a minority shareholder via the "cornerstone shareholder" deal (lol) they did back in 2019 the valuation gap is massive"
X Link @NestBetter 2023-02-15T20:06Z 6719 followers, 1793 engagements

"I know a guy up XX% this year X analysis all vibes just long a bunch of calls - think we're getting close to a broad market top"
X Link @NestBetter 2025-10-02T18:54Z 6718 followers, 3995 engagements

"The only saving grace for me was everytime I looked $BUR seemed like the better buy consistently cheaper if you assume Argentina pays and benefits from greater scale"
X Link @NestBetter 2025-10-02T02:40Z 6719 followers, 1487 engagements

"@FirstHillcap I like also like and own $LAKE & $ONIT but they aren't "quality" per say"
X Link @NestBetter 2025-09-29T00:34Z 6727 followers, XXX engagements

"@1MainCapital My favorite being $IBKR won't work because Peterffy is too old"
X Link @NestBetter 2025-10-08T17:22Z 6714 followers, XXX engagements

"Fourth double within a calender year via $LODE in the pre-market 🥳. This one I sized large and don't plan to sell until its multiples of it's current price. Best shots at a fifth $CLPT came within a couple % then pulled back $ONIT (if buyout) $MCB.TO"
X Link @NestBetter 2025-10-15T13:17Z 6725 followers, 3283 engagements

"No I didn't spell check this I wrote it while biking and relistening to $SOI.PA's trading update"
X Link @NestBetter 2025-07-24T01:18Z 6724 followers, 1420 engagements

"What's the "fattest pitch" in the market today Looking for little to no downside with a fat right tail. Ticker + brief pitch appreciated"
X Link @NestBetter 2025-02-16T00:09Z 6719 followers, 36.1K engagements

"@siyul Good write-up but X for mining properties is too low almost got a private mark @ 125M in 2024 w/ significantly lower gold and silver prices"
X Link @NestBetter 2025-10-12T18:32Z 6726 followers, 3762 engagements

"@UnrivaledInvest $SOI.PA monopoly trough revenue trough margins trough multiple. X segments two in deep cyclical drawdowns (autos & mobile) one growing XX% y/y cloud. The cloud segment (25% of revenue) is worth entire mktcap levered to AI should grow faster than category w/ penetration"
X Link @NestBetter 2025-07-15T02:44Z 6725 followers, 3794 engagements

"Which stock will be hit first and hardest when the AI train stops $NVDA"
X Link @NestBetter 2025-10-07T00:50Z 6719 followers, 6317 engagements

"Q3-2025 +27% YTD importantly highest forward implied 5y IRR I've ever had (high 30s) will it work out Stay tuned"
X Link @NestBetter 2025-10-01T00:30Z 6723 followers, 7428 engagements

"SOI = $SOI.PA VST = $VST.CN"
X Link @NestBetter 2025-10-01T01:54Z 6724 followers, XXX engagements

"Anyone know a monopoly company instrumental to next generation chips via their silicon photonics tech which will meaningfully reduce energy needs yet is trading at trough multiples $SOI.PA"
X Link @NestBetter 2025-10-09T21:03Z 6726 followers, 2301 engagements

"@siyul Fair enough but inconsistent to give value to Green Li-Ion with speculative value vs mining assets with clear value"
X Link @NestBetter 2025-10-13T02:37Z 6727 followers, XXX engagements

"@1MainCapital Very true - on a related note have noticed all my best longs have had the "silliest"/non-existent bear cases"
X Link @NestBetter 2025-10-08T17:20Z 6714 followers, XXX engagements

"Soitec $SOI.PA is very interesting here. Trough revenue margins & multiple (My favorite setup) Monopoly. Should be a low to mid teens full cycle average grower. The completely bombed out chart does not at all match the rather rosy outlook"
X Link @NestBetter 2025-07-14T02:17Z 6724 followers, 4495 engagements

"The crazy thing about $LODE's run is we still haven't come close to pricing in the hard + non-core assets let alone the reasons we actually own the thing"
X Link @NestBetter 2025-10-15T13:26Z 6727 followers, 1248 engagements

"125M august 8th 2024 since then silver is up XX% gold up 71%. Miners typically trade 2x+ vs the underlying commodity due to the operating leverage. Decent chance these assets are worth 400M or twice $LODE's marketcap"
X Link @NestBetter 2025-10-14T02:33Z 6726 followers, 3018 engagements

"I go through a lot of stock ideas. Going to start a thread where I post ideas which smell they have high implied returns (20%+ IRRs over X years) but due to lack of time or too high complexity I am passing on. Will be fun to see the weighted future returns for all these ideas"
X Link @NestBetter 2025-08-21T03:10Z 6719 followers, 26.2K engagements

"I feel for $LIT.L shareholders while I was never long the name I considered it a couple of times - I'm not sure how an outside investor could possibly judge they would loose that many cases in succession and materially impair the business"
X Link @NestBetter 2025-10-02T02:37Z 6719 followers, 1575 engagements