# ![@NestBetter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1248816857785786368.png) @NestBetter Better Nest

Better Nest posts on X about $amzn, $goog, $msft, growth the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1248816857785786368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248816857785786368/c:line/m:interactions.svg)

- [--] Week [------] +72%
- [--] Month [-------] +112%
- [--] Months [-------] +32%
- [--] Year [---------] +9.40%

### Mentions: [--] [#](/creator/twitter::1248816857785786368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248816857785786368/c:line/m:posts_active.svg)

- [--] Week [--] -4.30%
- [--] Month [---] +22%
- [--] Months [---] +33%
- [--] Year [---] +75%

### Followers: [-----] [#](/creator/twitter::1248816857785786368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248816857785786368/c:line/m:followers.svg)

- [--] Week [-----] +0.68%
- [--] Month [-----] +2.20%
- [--] Months [-----] +8.70%
- [--] Year [-----] +18%

### CreatorRank: [---------] [#](/creator/twitter::1248816857785786368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248816857785786368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  53.17% [technology brands](/list/technology-brands)  33.33% [finance](/list/finance)  23.02% [social networks](/list/social-networks)  5.56% [cryptocurrencies](/list/cryptocurrencies)  3.17% [currencies](/list/currencies)  2.38% [countries](/list/countries)  0.79% [products](/list/products)  0.79% [automotive brands](/list/automotive-brands)  0.79% [financial services](/list/financial-services)  0.79%

**Social topic influence**
[$amzn](/topic/$amzn) 19.84%, [$goog](/topic/$goog) 11.9%, [$msft](/topic/$msft) 8.73%, [growth](/topic/growth) 7.14%, [in the](/topic/in-the) 7.14%, [business](/topic/business) 6.35%, [$tzoo](/topic/$tzoo) #8, [tech](/topic/tech) 4.76%, [public](/topic/public) 4.76%, [the next](/topic/the-next) 4.76%

**Top accounts mentioned or mentioned by**
[@broheim777](/creator/undefined) [@shadysci](/creator/undefined) [@quantsisco](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@retaox](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@uzocapital](/creator/undefined) [@lagourgue1](/creator/undefined) [@triviumpartnrs](/creator/undefined) [@kholmer211](/creator/undefined) [@sparkytrade56](/creator/undefined) [@suomivalas](/creator/undefined) [@lars57360069](/creator/undefined) [@plasticnewt3](/creator/undefined) [@jonathankeith2](/creator/undefined) [@ragingbullcap](/creator/undefined) [@dayansb1986](/creator/undefined) [@arturo10185](/creator/undefined) [@revelationslp](/creator/undefined) [@1112ffpaulo](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Remitly Global, Inc. (RELY)](/topic/$rely) [Mastercard, Inc. (MA)](/topic/$ma) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Brookfield Corporation (BN)](/topic/$bn) [4 (FOUR)](/topic/$four) [PolyPid Ltd. (PYPD)](/topic/$pypd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Adobe, Inc. (ADBE)](/topic/$adbe) [Netflix Inc (NFLX)](/topic/$nflx) [Evotec SE (EVO)](/topic/$evo) [Shopify Inc (SHOP)](/topic/$shop) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Data Lake (LAKE)](/topic/$lake)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Was fortunate to have three doubles in [----] - all sized decently $IBKR $TVK.TO $CPH.TO For [----] best shots at a double are: $MCB.TO (if new products are a hit) $BQE.V (KSM + new plant openings) $NXSN.TA (US listing + hitting growth targets)"  
[X Link](https://x.com/NestBetter/status/1876471710591172694)  2025-01-07T03:31Z [----] followers, [----] 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 [--] 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](https://x.com/NestBetter/status/1958365977290104947)  2025-08-21T03:10Z [----] followers, 32.2K engagements


"Thought experiment for $LIB.V longs: In [--] months this will be an extremely cash generative company and they will be able to tap the debt markets in a big way. What is a 100% ROIC business that can deploy fast and will inevitably have all the money it wants thrown at it worth"  
[X Link](https://x.com/NestBetter/status/2021555993507934653)  2026-02-11T12:04Z [----] followers, [----] engagements


"Full disclosure I trimmed my $LODE position still like the Risk/Reward still holding but as we approach my cost basis I no longer want it sized as large"  
[X Link](https://x.com/NestBetter/status/2019427882133778648)  2026-02-05T15:08Z [----] followers, [----] engagements


"Put in a bottom you're all welcome $LODE Full disclosure I trimmed my $LODE position still like the Risk/Reward still holding but as we approach my cost basis I no longer want it sized as large. Full disclosure I trimmed my $LODE position still like the Risk/Reward still holding but as we approach my cost basis I no longer want it sized as large"  
[X Link](https://x.com/NestBetter/status/2019807287137968431)  2026-02-06T16:15Z [----] followers, [----] engagements


"Anyone close to $GAMB What's the TLDR here on the implosion opportunity TIA"  
[X Link](https://x.com/NestBetter/status/1995973302976974869)  2025-12-02T21:48Z [----] followers, [----] engagements


"Added: $LAKE $SPCB Opened: $RELY $TZOO"  
[X Link](https://x.com/NestBetter/status/1996976822580662589)  2025-12-05T16:15Z [----] followers, [----] engagements


"@retaox Funny enough might exit $RELY monday lol sometimes you don't know how you feel about a position until you own it. $TZOO there are a lot of factors: conversion rate marketing spend ad trends. Wider range of outcomes than I typically like but you're heavily compensated for it"  
[X Link](https://x.com/NestBetter/status/1997409213878767749)  2025-12-06T20:54Z [----] followers, [---] engagements


"$TZOO inspired this post high teens earnings yield on '26 numbers exiting trough margins brought about by an accounting quirk (CAC expensed immediately vs revenue recognized over [--] quarters). Setup I like: Company with large under-monetized userbase begins to turn the monetization lever. Any current examples people know of Setup I like: Company with large under-monetized userbase begins to turn the monetization lever. Any current examples people know of"  
[X Link](https://x.com/NestBetter/status/1997801711185113412)  2025-12-07T22:53Z [----] followers, [----] engagements


"Every year I try to sell my tax loss losers early and rebalance into tax loss losers at year end some I like this year: $FOUR $RELY $MANO.L $PRL.TO $SOI.PA $TZOO"  
[X Link](https://x.com/NestBetter/status/2001136415065645123)  2025-12-17T03:44Z [----] followers, [----] engagements


"Any $PYPD fans out there Looks like a "too good to be true" setup but also outside my typical wheelhouse"  
[X Link](https://x.com/NestBetter/status/2003672616167702875)  2025-12-24T03:42Z [----] followers, [----] engagements


"Is this real Wake me up at 15x. $CSU.TO $LMN.V $TOI.V With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 25x $CSU.TO: 29x $TOI.V: 33x #FCFA2S https://t.co/kgt8De4PC6 With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 25x $CSU.TO: 29x $TOI.V: 33x #FCFA2S"  
[X Link](https://x.com/NestBetter/status/2012271658833178945)  2026-01-16T21:12Z [----] followers, 12K engagements


"I own a lot (I think) but always on the hunt for more multibaggers. Looking for names which can at a minimum triple in [--] years assuming no multiple expansion. Anyone have some for me"  
[X Link](https://x.com/NestBetter/status/2013821230659330487)  2026-01-21T03:49Z [----] followers, [----] engagements


"Noteworthy $TZOO. Was signalled by management. Must mean churn was quite low. $TZOO: Market Cap: $65 million Travelzoo has made a price increase making the annual club membership price to $50 from the original $40. I view it like this: It could either be a defensive move because: [--]. CaC is rising thus worsening the ROI so they had to raise prices. https://t.co/udHowBCFO3 $TZOO: Market Cap: $65 million Travelzoo has made a price increase making the annual club membership price to $50 from the original $40. I view it like this: It could either be a defensive move because: [--]. CaC is rising thus"  
[X Link](https://x.com/NestBetter/status/2015902031450398867)  2026-01-26T21:37Z [----] followers, [----] engagements


"Microcaps are great take $TZOO Either it will be: "It was a 26% earnings yield on '26's numbers growing nicely w/ a just announced 25% price hike how could I not make money" Or "Sir you lost money on a company named 'travelzoo' are you 12""  
[X Link](https://x.com/NestBetter/status/2016278871901880328)  2026-01-27T22:35Z [----] followers, [----] engagements


"$SPCB Supercom same thing: Single digit earnings multiple growing 30% disrupting a hot space but it sounds like a super hero character or something. Not exactly a serious business name"  
[X Link](https://x.com/NestBetter/status/2016281593581621755)  2026-01-27T22:46Z [----] followers, [----] engagements


"Not happy about this $LODE raise.doesn't change the thesis.just annoying. Guessing company will say it's value accretive to advance the second site earlier + refining given metal prices and EPA rule change. OK fine but maybe wait for plant [--] to go online first"  
[X Link](https://x.com/NestBetter/status/2016624729877008699)  2026-01-28T21:29Z [----] followers, [----] engagements


"$CGY.TO keeps grinding higher pretty obvious these cheap defense exposed names are going to continue to do well. Easy buy for a small cap fund manager to make regardless of macro noise"  
[X Link](https://x.com/NestBetter/status/2016960901610356741)  2026-01-29T19:45Z [----] followers, [----] engagements


"Anyone Iike $DCBO $DCBO.TO here"  
[X Link](https://x.com/NestBetter/status/2017447620109615448)  2026-01-31T03:59Z [----] followers, [----] engagements


"$DUOL looks semi-interesting. SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future https://t.co/XFibxPCmt4 SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future"  
[X Link](https://x.com/NestBetter/status/2017809753531875636)  2026-02-01T03:58Z [----] followers, [----] engagements


"Anyone know why $PYPD has been moving higher"  
[X Link](https://x.com/NestBetter/status/2018695220292940126)  2026-02-03T14:37Z [----] followers, [----] engagements


"I like how it's only during $CSU.TO's drawdown we learn the truth around how they calculate organic growth"  
[X Link](https://x.com/NestBetter/status/2018701752229417426)  2026-02-03T15:02Z [----] followers, 12.5K engagements


"$TZOO was @ a 25% earnings yield estimate on [----] BEFORE they hiked prices 25%. So think sell side is offsides & we are starting off a stupid low base"  
[X Link](https://x.com/NestBetter/status/2018804918283596218)  2026-02-03T21:52Z [----] followers, [----] engagements


"Great piece. The SaaS selloff is just beginning it seems. CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP"  
[X Link](https://x.com/NestBetter/status/2019633908652835317)  2026-02-06T04:47Z [----] followers, [----] engagements


"$DUOL looks cheap"  
[X Link](https://x.com/NestBetter/status/2020205743664685282)  2026-02-07T18:39Z [----] followers, [----] engagements


"@AbdrazakAlmas $ADBE = more rent seeking + more disruption risk imo vs duol"  
[X Link](https://x.com/NestBetter/status/2020207547890978957)  2026-02-07T18:46Z [----] followers, [---] engagements


"@Uzocapital What's the primary bear case Disintermediation via LLMs"  
[X Link](https://x.com/NestBetter/status/2020214637195596168)  2026-02-07T19:14Z [----] followers, [---] engagements


"@lagourgue1 Ironically I felt better about the raise before the company call. - we were going to raise 30M but there was demand so we did 50M () - least visibility into feedstock (yet they felt the need to accelerate w/ massive dilute) - only 6k Tonnes stockpiled - series A not closed"  
[X Link](https://x.com/NestBetter/status/2020282775006273596)  2026-02-07T23:45Z [----] followers, [---] engagements


"Contrast that to today. Today they have fully de-risked tech a very cashed up balance sheet a Tier [--] partner disclosed with a very nice rollout plan. I understand folks have taken profits to diversify and the partner release was a "sell the news event" - more power to them"  
[X Link](https://x.com/NestBetter/status/2021346054017544426)  2026-02-10T22:10Z [----] followers, [----] engagements


"We all have different risk tolerances. For me $LIB.V is a once in a career find I intend for this to grow so large it swallows my portfolio over time - well on the way. This company is trading @ a 230M USD marketcap with the prospects of having 80M in EBIT just from"  
[X Link](https://x.com/NestBetter/status/2021346055926039028)  2026-02-10T22:10Z [----] followers, [----] engagements


"$MATR.TO = $TVK.TO chart in [--] years Shares are a gift here. $MATR is puzzling to me. The stock has been punished badly but they are executing very well. The future definitely different than the past. Amercable deal is massively accretive likely not being priced in and the spoolable pipe business is very good (look at $WHD) $MATR is puzzling to me. The stock has been punished badly but they are executing very well. The future definitely different than the past. Amercable deal is massively accretive likely not being priced in and the spoolable pipe business is very good (look at $WHD)"  
[X Link](https://x.com/NestBetter/status/1883923408804798686)  2025-01-27T17:01Z [----] followers, 12.4K engagements


"Setup I like: Company with large under-monetized userbase begins to turn the monetization lever. Any current examples people know of"  
[X Link](https://x.com/NestBetter/status/1997443678218994130)  2025-12-06T23:10Z [----] followers, 25.6K engagements


"Been adding $FOUR New write-up on $FOUR (link in bio) One of those opportunities where Mr. Market and I are in severe disagreement: - 6x adj. FCF into 28E - $1B authorized buyback (18% s/o) - double-digit organic growth + op. leverage - AI beneficiary - 20%+ IRR I'm long and swinging heavy https://t.co/vfbX29Gi3u New write-up on $FOUR (link in bio) One of those opportunities where Mr. Market and I are in severe disagreement: - 6x adj. FCF into 28E - $1B authorized buyback (18% s/o) - double-digit organic growth + op. leverage - AI beneficiary - 20%+ IRR I'm long and swinging heavy"  
[X Link](https://x.com/NestBetter/status/2019491600829710796)  2026-02-05T19:21Z [----] followers, [----] engagements


"I first bought shares in $LIB.V at 36c and kept buying until 80c making it a meaningfull position. Today was the first day since then I bought more. When I first bought this story has way more risk. They still had tech risk partner risk and financing risk"  
[X Link](https://x.com/NestBetter/status/2021346052348182912)  2026-02-10T22:10Z [----] followers, [----] engagements


"Going to sell off one to watch as it retraces. Probably a buyer when it hits 5x earnings $DBO.TO. $DBO.TO D-Box earnings are out. what do you think https://t.co/ZNG14KLOc8 $DBO.TO D-Box earnings are out. what do you think https://t.co/ZNG14KLOc8"  
[X Link](https://x.com/NestBetter/status/2021391481957921252)  2026-02-11T01:10Z [----] followers, [----] engagements


"$SPCB with yet another contract win they're winning some major contracts here but the stock does not care. $SPCB - SuperCom Secures Louisiana Electronic Monitoring Contract Expands U.S. Presence to 16th New State . $SPCB - SuperCom Secures Louisiana Electronic Monitoring Contract Expands U.S. Presence to 16th New State "  
[X Link](https://x.com/NestBetter/status/2021961000917082495)  2026-02-12T14:54Z [----] followers, [----] engagements


"@Triviumpartnrs It means if M&A ever slows down or slows down relative to their size then the organic growth will fall off as well. Implication is the terminal multiple should be quite low"  
[X Link](https://x.com/NestBetter/status/2021988557716680770)  2026-02-12T16:43Z [----] followers, [---] engagements


"@ShadySci @KHolmer211 @quantsisco Yep - changes how you view the company once you realize there is no hard asset downside protection every last dollar will be sunk into Corrado startups have to weigh his probably of sucess latest being refining"  
[X Link](https://x.com/NestBetter/status/2022046920856969528)  2026-02-12T20:35Z [----] followers, [---] engagements


"Valeant Bre-X Sini-Forest Brookfield Constellation Software Canada's #1 industry seems to be public market shell games. @plasticnewt3 is criminally underfollowed"  
[X Link](https://x.com/NestBetter/status/2022137173429166374)  2026-02-13T02:34Z [----] followers, [----] engagements


"About those $LIB.V plant level economics they might suprise to the upside: https://www.mrt.com/business/article/permian-lithium-plants-21343491.php https://www.mrt.com/business/article/permian-lithium-plants-21343491.php"  
[X Link](https://x.com/NestBetter/status/2021431841555873882)  2026-02-11T03:51Z [----] followers, [----] engagements


"What is the best most attractive pound the table opportunity which has come from this software / AI selloff"  
[X Link](https://x.com/NestBetter/status/2022016752025207235)  2026-02-12T18:35Z [----] followers, 14.8K engagements


"@quantsisco Starting to think the big move for $LODE will come in [----] even once they sell SSOF I'm almost positive it will fund Bioleum"  
[X Link](https://x.com/NestBetter/status/2022020762002239986)  2026-02-12T18:51Z [----] followers, [----] engagements


"A wise man in the town I grew up in once said: "Give Corrado a dollar feed him for a day. Teach Corrado how to dilute his shareholders and enrich himself through related party transactions feed him for a lifetime." - $LODE"  
[X Link](https://x.com/NestBetter/status/2022048586981412885)  2026-02-12T20:42Z [----] followers, [----] engagements


"How does $ORR have [--] vol and only go up Very impressive and I don't understand. Hate to kick all you pros while you are down. But if the current market chaos isn't bad enough on your psyche you should know the $ORR etf is up 13% YTD. Hate to kick all you pros while you are down. But if the current market chaos isn't bad enough on your psyche you should know the $ORR etf is up 13% YTD"  
[X Link](https://x.com/NestBetter/status/2022082667924398392)  2026-02-12T22:57Z [----] followers, 28.5K engagements


"I get $FVRR is going to get zeroed by AI but is 100M in EBIT vs 221EV real Seems cheap"  
[X Link](https://x.com/NestBetter/status/2022424086606205155)  2026-02-13T21:34Z [----] followers, [----] engagements


"$CGY.TO Go listen to their recent earnings call they are one of the only public vehicles to play this. FT Exclusive: Canada aims to create [------] jobs by increasing military spending to 5% of GDP over the next decade and shifting away from US arms manufacturers according to a new strategy paper. https://t.co/fRU7YntTUb https://t.co/QY9S89guqp FT Exclusive: Canada aims to create [------] jobs by increasing military spending to 5% of GDP over the next decade and shifting away from US arms manufacturers according to a new strategy paper. https://t.co/fRU7YntTUb https://t.co/QY9S89guqp"  
[X Link](https://x.com/NestBetter/status/2023080800497832411)  2026-02-15T17:03Z [----] followers, [----] engagements


"Great thread long 200bps of $TZOO Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace platform transitioning to a subscription model. The stock is priced as if the business is structurally impaired. Thats the mistake. 1/N Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace platform transitioning to a subscription model. The stock is priced as if the business is structurally impaired. Thats the mistake. 1/N"  
[X Link](https://x.com/NestBetter/status/2007997444714618973)  2026-01-05T02:07Z [----] followers, [----] engagements


"A unifying theory on the disintermediation of $V / $MA and why big tech has huge payments optionality. $V / $MA moat is built on shared incentives between consumers retailers. The Fed's FedNow which goes live in '23/'24 posed at least some risk I don't think it's priced in🧵"  
[X Link](https://x.com/anyuser/status/1462932251553976322)  2021-11-22T23:53Z [----] followers, [---] engagements


"$NFLX is a broken story stock. They will eventually be sold for parts IMO Astute watchers have always seen a glaring discrepancy between EBIT/EBITDA and FCF. The delta is caused by how $NFLX treats costs related to content "90% amortized within four years of release""  
[X Link](https://x.com/anyuser/status/1485106970264748036)  2022-01-23T04:27Z [----] followers, [---] engagements


"Thread: $AMZN just had an absolutely incredible quarter. Despite being a 27-year-old company many still have no clue at all how to look at the company here is how I think about the company retweet if you enjoyed 🧵"  
[X Link](https://x.com/anyuser/status/1489505487381049347)  2022-02-04T07:45Z [----] followers, [----] engagements


"AWS is the greatest business of all time. Period. I spend 99% of my time thinking about AWS mainly because it is the least understood and the most intellectually stimulating. To be clear the retail side is an INCREDIBLE business but very easy to understand"  
[X Link](https://x.com/anyuser/status/1489505489855696896)  2022-02-04T07:45Z [----] followers, [---] engagements


"Why $AMZN (AWS) is a better business than $V. Both have secular tailwinds: On-prem to cloud Cash to card Both are a "tax" on nominal GDP in terminal state Both in oligopoly industries The difference Govs have built pymt rails before government will never build a cloud"  
[X Link](https://x.com/anyuser/status/1490302242347491328)  2022-02-06T12:31Z [----] followers, [---] engagements


"$AMZN $GOOGL $MSFT. That's it. That's all you need to beat the market over the next [--] years. Tough to beat on a risk adjusted basis"  
[X Link](https://x.com/anyuser/status/1493286818653085699)  2022-02-14T18:11Z [----] followers, [---] engagements


"What if $FB reels re-engages core demographics What if Reels splits into a stand alone app What if creators prefer it because $FB can monetize better at higher rates and can cross link to insta and FB presence What if the terminal threat to $FB makes them a video powerhouse"  
[X Link](https://x.com/anyuser/status/1493350617972097029)  2022-02-14T22:25Z [----] followers, [---] engagements


"$GOOG GCP is a 22B runrate biz probably worth at least 15-20x revenue. So [---] to 440B. Current $GOOG EV is [----] Suppose they spin off GCP for 400B. Resulting EV = [----] FCF estimates for [----] 80.4B So back of the napkin ($GOOG-GCP) is 13.8X [----] EV/FCF Is that not crazy cheap"  
[X Link](https://x.com/anyuser/status/1503875946755117058)  2022-03-15T23:29Z [----] followers, [---] engagements


"$GOOG GCP in 2014: "Price cuts should follow Moore's law AWS and Azure are pricing like an oligopoly" $GOOG GCP in 2022: "We're raising prices""  
[X Link](https://x.com/anyuser/status/1505229175527026688)  2022-03-19T17:06Z [----] followers, [---] engagements


"$AMZN has been on quite the tear so it's funny to think it would have to go up another 50% from here just to value stand-alone AWS at a "marketish return" (10%) -which still excludes 1P3PADs + other projects"  
[X Link](https://x.com/anyuser/status/1508584330267963396)  2022-03-28T23:18Z [----] followers, [--] engagements


"$EVO $EVVTY on grey market turning into regulated market in Ontario - think this stock is posed for a significant re-rating this year. Folks this stock should NOT be 25X earnings"  
[X Link](https://x.com/anyuser/status/1511180110455525378)  2022-04-05T03:13Z [----] followers, [--] engagements


"The TAM of public cloud $AMZN $MSFT $GOOG https://www.eweek.com/cloud/public-cloud-computing-market-how-big-will-it-get/ https://www.eweek.com/cloud/public-cloud-computing-market-how-big-will-it-get/"  
[X Link](https://x.com/anyuser/status/1512985594057658372)  2022-04-10T02:47Z [----] followers, [---] engagements


"5% Cloud market share can CAGR 20% for a decade and still only be at 31% FYI $AMZN $MSFT $GOOG $AMZN CEO: "Were about 1% of the worldwide retail market segment and 85% of retail still lives offline. So were so early in all these areas. AWS is a $70B revenue run rate business growing 37% YoY in [----] & still 95% of the worlds IT spend is on-premises & not in the cloud" $AMZN CEO: "Were about 1% of the worldwide retail market segment and 85% of retail still lives offline. So were so early in all these areas. AWS is a $70B revenue run rate business growing 37% YoY in [----] & still 95% of the"  
[X Link](https://x.com/anyuser/status/1515808143896461325)  2022-04-17T21:43Z [----] followers, [---] engagements


"Andy Jassy mentioned 5% of spend is in the cloud vs on-prem. I've seen other numbers suggesting 15% - which I prefer to be more conservative. Below model is roughly how I think about the durability of cloud spend. 5% Cloud market share can CAGR 20% for a decade and still only be at 31% FYI $AMZN $MSFT $GOOG 5% Cloud market share can CAGR 20% for a decade and still only be at 31% FYI $AMZN $MSFT $GOOG"  
[X Link](https://x.com/anyuser/status/1515880030827687940)  2022-04-18T02:28Z [----] followers, [--] engagements


"Might just be my feed but feels like all of twitter is long $AMZN and $GOOG"  
[X Link](https://x.com/anyuser/status/1516130904967577601)  2022-04-18T19:05Z [----] followers, [---] engagements


"Ackman chose $NFLX over $AMZN & $GOOG. Madness"  
[X Link](https://x.com/anyuser/status/1516518713595506695)  2022-04-19T20:46Z [----] followers, [---] engagements


"Almost every single ad I see in Ontario whether on billboards TV or web based is for online gambling. $EVO $EVVTY benifits from every ad and doesn't spend a cent. Just amazing"  
[X Link](https://x.com/anyuser/status/1516960654921510912)  2022-04-21T02:02Z [----] followers, [---] engagements


"🚨🚨🚨 $AMZN and $WIX are teaming up Completely missed this Just as I said $AMZN is taking $SHOP out at the knees https://www.techradar.com/news/wix-and-amazon-team-up-to-make-online-delivery-even-faster https://www.techradar.com/news/wix-and-amazon-team-up-to-make-online-delivery-even-faster"  
[X Link](https://x.com/anyuser/status/1517357231968329729)  2022-04-22T04:18Z [----] followers, [--] engagements


"Subreddit members over time for the major public cloud providers $AMZN $MSFT $GOOG"  
[X Link](https://x.com/anyuser/status/1518746021043572736)  2022-04-26T00:17Z [----] followers, [---] engagements


"One more $AMZN tweet. Folks it's this simple. Just look at AWS ignore the rest"  
[X Link](https://x.com/anyuser/status/1519816654078754819)  2022-04-28T23:11Z [----] followers, [---] engagements


"Quick reminder $AMZN extended the useful life of their servers from [--] to [--] years and operating margins expanded from [--] to 35%. $MSFT and $GOOG both use [--] years both had recently extended (past [--] years). At some point they will extend to [--] years too and get the margin bump"  
[X Link](https://x.com/anyuser/status/1519870470732009474)  2022-04-29T02:45Z [----] followers, [---] engagements


"AWS is like the iPhone: if only 15% of the world had phones if you couldn't change phones once you picked one if the iPhone had very rapidly declining costs if $aapl had 100x more reinvestment opportunities $AMZN is the one moat to rule them all"  
[X Link](https://x.com/anyuser/status/1524954481158406144)  2022-05-13T03:27Z [----] followers, [---] engagements


"The year is [----] AWS does 500B in revenue at 40% margins the geniuses of Twitter are still asking "but isn't cloud just a commodity buisness""  
[X Link](https://x.com/anyuser/status/1528232052218376195)  2022-05-22T04:31Z [----] followers, [---] engagements


"If this is true let's be drastic and contract VC backed cloud spending by 30%. That's a 3% incremental AWS headwind - big whoop. $AMZN"  
[X Link](https://x.com/anyuser/status/1528756529662504960)  2022-05-23T15:15Z [----] followers, [---] engagements


"But twitter told me $AMZN's AWS just gets turned off during recessions like a kettle of water and on-prem is used instead🤔 Goodbye Data Centers Hello Cloud: Fidelitys Asset Management Arm Goes All In On AWS https://t.co/KCGIEdaDhB https://t.co/SLW73jHXcn Goodbye Data Centers Hello Cloud: Fidelitys Asset Management Arm Goes All In On AWS https://t.co/KCGIEdaDhB https://t.co/SLW73jHXcn"  
[X Link](https://x.com/anyuser/status/1531114526015377409)  2022-05-30T03:25Z [----] followers, [--] engagements


"HSBC CTO: "In the past [--] months we've doubled our cloud hosted services in AWS" $AMZN"  
[X Link](https://x.com/anyuser/status/1531948233186066432)  2022-06-01T10:38Z [----] followers, [--] engagements


"IMO $MSFT is a way better risk return here vs other "blue chip" SaaS names $ADSK $ADBE $CRM why even touch these with $MSFT where it is Anyone wanna make the case for owning any of those three over $MSFT"  
[X Link](https://x.com/anyuser/status/1537291530897170432)  2022-06-16T04:30Z [----] followers, [---] engagements


"Imagine owning $BABA when real tech companies are this reasonably priced"  
[X Link](https://x.com/anyuser/status/1539452602844385280)  2022-06-22T03:37Z [----] followers, [---] engagements


"You buy $MSFT at 25x Azure alone gives you 10%+ company wide topline growth for decades throw in a point or two of operating leverage 2-4% more from the other segments 1% divy 1% buyback and there is your mid to high teens 10y return on monopoly tech platform. Satya still pounding the table on Azure: $MSFT https://t.co/i17JuK9mgU Satya still pounding the table on Azure: $MSFT https://t.co/i17JuK9mgU"  
[X Link](https://x.com/anyuser/status/1552124709055111168)  2022-07-27T02:52Z [----] followers, [---] engagements


"$ULTA Ulta Beauty Inc - Looking attractive here hoping it gets dragged down with the market: The cosmetics industry is a GDP+ industry with an expected 5-6% CAGR over the next decade. Within that $ULTA's "Specialty beauty" segment is taking share 1/x"  
[X Link](https://x.com/anyuser/status/1564807422782459904)  2022-08-31T02:48Z [----] followers, [--] engagements


"Anyone do the math on what core search $GOOGL trades at today if you back out the loosing segments and excess cash Probs pretty cheap for a monopoly"  
[X Link](https://x.com/anyuser/status/1570872613639168000)  2022-09-16T20:29Z [----] followers, [--] engagements


"$BAM is the first company I've heard mention that aging demographics is structurally inflationary - people are slowly figuring it out"  
[X Link](https://x.com/anyuser/status/1577828273383510016)  2022-10-06T01:09Z [----] followers, [---] engagements


"$GOOG earnings report was fine tbh yeah overall op margins sucked yeah they hired alot of ppl but w/e I just wanna see Google Cloud print positive EBIT margins and with this report I can see the light at the end of the tunnel - the ad stuff will take care of itself over time"  
[X Link](https://x.com/anyuser/status/1585012116427132928)  2022-10-25T20:55Z [----] followers, [--] engagements


"$GOOG We all know it (it's boring srsly beating dead 🐎): EV = 1130B GCP LTM = 24.5B GCP @ 8.6x LTM Rev (2 Turn Prem to $DOCN) = 211B EV less GCP = 919B 2023E Net Income = 70B 13x earnings for $GOOG less GCP $SPY is at 18x fwd earnings - so boring srsly tough hurdle [--] beat"  
[X Link](https://x.com/anyuser/status/1590914234216505345)  2022-11-11T03:48Z [----] followers, [--] engagements


"$BAM AM spinout: Long Term private funds AUM = 202B 10-12y term Perpetual strategy AUM = 134B Liquid strategy AUM = 71B 39B committed dry powder Management looking to double earnings over next 5y 90% payout [--] debt What's the right multiple for this"  
[X Link](https://x.com/anyuser/status/1598696542180970496)  2022-12-02T15:12Z [----] followers, [--] engagements


"$BAM / $BN spin created no value so far $BN is 37% discount if we value BPG at 100% of NAV $BN is 30% discount if we value BPG at 70% of NAV $BN is 3% discount if we [--] out BPG $BAM (new) is 20x '23 FRE So buy $BN get BPG for free time to list BPG"  
[X Link](https://x.com/anyuser/status/1602457053439692800)  2022-12-13T00:15Z [----] followers, [---] engagements


"$AMZN Ad revenue vs FB starting from 5B base https://valueinvestorsclub.com/idea/AMAZON.COM_INC/6696040508 https://valueinvestorsclub.com/idea/AMAZON.COM_INC/6696040508"  
[X Link](https://x.com/anyuser/status/1605402289468051459)  2022-12-21T03:18Z [----] followers, 35.4K engagements


"Buying $AMZN today is like buying oil stocks when oil went negative sentiment is bombed out the only diffrence is the positive catalysts are already in place"  
[X Link](https://x.com/anyuser/status/1608494364988436480)  2022-12-29T16:05Z [----] followers, 206K engagements


"Super simple way to think about $AMZN: Say $AMZN probably does 38B in Ads and 81B in AWS revenue for [----]. Assume 30% operating margins for both. We're 24x 2022's EBIT for *just* those two segments and each can reasonably grow 20%ish over the next [--] years"  
[X Link](https://x.com/anyuser/status/1608988414162137088)  2022-12-31T00:48Z [----] followers, 17.9K engagements


"$AMZN 'Are Amazon ads worth more than AWS' https://www.ben-evans.com/benedictevans/2021/3/14/do-amazon-ads-bring-in-more-cash-than-aws https://www.ben-evans.com/benedictevans/2021/3/14/do-amazon-ads-bring-in-more-cash-than-aws"  
[X Link](https://x.com/anyuser/status/1609577505794711554)  2023-01-01T15:49Z [----] followers, [----] engagements


"$IBKR looks pretty cheap. Well positioned with very favorable long term secular trends. 20% EPS cagr last decade 13x fwd earnings"  
[X Link](https://x.com/anyuser/status/1656118165229694983)  2023-05-10T02:05Z [----] followers, 19.1K engagements


"Here's the rules of twitter: If $DG' margins revert higher SSSG is robust in [--] months we talk about what an easy buy it was Otherwise if margins remain lower and competitors eat market share we talk about what an obvious value trap it was. With max certainty of course"  
[X Link](https://x.com/anyuser/status/1702800153701175669)  2023-09-15T21:42Z [----] followers, 15.2K engagements


"Brookfield Mea culpa ( $BN $BAM $BIP $BEP) : At this point given @Jonathan_Keith2 wrote an excellent [--] page report explaining exactly how Brookfield does what it does. He specifically focuses on $BIP but it's painfully obvious they play the same game elsewhere. 1/x"  
[X Link](https://x.com/anyuser/status/1716967568521441559)  2023-10-24T23:59Z [----] followers, 41.8K engagements


"Chatting with a coworker late 50s has 100% of networth (retirement accounts etc) in tesla avg cost in the 300s. Mentioned it might be a bit risky given the elevated earnings multiple. To which replied "what's that" Many such cases"  
[X Link](https://x.com/anyuser/status/1767969314781429950)  2024-03-13T17:41Z [----] followers, 17K engagements


"Didn't realize $ULTA had gotten so beat down probably time to get long again Investors are selling $ULTA because " retail is weak" and " we will have a recession" nothing is better than having an amazing balance sheet strong FCF and low expectations to beat. https://t.co/5xxIhHcTzT Investors are selling $ULTA because " retail is weak" and " we will have a recession" nothing is better than having an amazing balance sheet strong FCF and low expectations to beat. https://t.co/5xxIhHcTzT"  
[X Link](https://x.com/anyuser/status/1788273069729128797)  2024-05-08T18:21Z [----] followers, 27.1K engagements


"Cosmetics is GDP+ biz will do 5-6%ish CAGR over the next decade. Specialty beauty is taking share and will grow faster than that. 12months from now we'll be lapping soft comps and be back to HSD to LDD top line growth. 15x is too cheap for $ULTA. Didn't realize $ULTA had gotten so beat down probably time to get long again Didn't realize $ULTA had gotten so beat down probably time to get long again"  
[X Link](https://x.com/anyuser/status/1788402661412233659)  2024-05-09T02:56Z [----] followers, 25K engagements


"15x NTM EPS Doubling eps y/y High visibility into future growth V high insider ownership Net cash Margins expanding Strong management Sticky inflation protected revenue Secular drivers Monopoly/oligopoly industry $BQE.V - will delete my twitter account if this doesn't work. I want to reiterate whats already been mentioned by several others on Twitter: $BQE.V is one of the best public investment opportunities I have come across. Not sizing this big feels like a mistake. @NestBetter @ragingbullcap (Disclaimer: All investments bear risk DYODD) I want to reiterate whats already been mentioned by"  
[X Link](https://x.com/anyuser/status/1791105320141349279)  2024-05-16T13:56Z [----] followers, 46.2K engagements


"Good news all Just found a 20M EV swedish microcap which will get double their EV in milestone payments in a couple years + their entire EV in net income per year in a couple of years w/ additional optionallity. Anyone done work on the name Looks promising $MOB.ST"  
[X Link](https://x.com/anyuser/status/1835033454003552581)  2024-09-14T19:10Z [----] followers, 16.9K engagements


"The best growth stories always have multiple layers of growth. $IBKR has these: Growth in addressable market Growth in marketshare Growth in ARPU & balances It will continue to grow at above GDP rates for decades Bristlemoon just published a deep dive (29 pages) on Interactive Brokers $IBKR the discount brokerage juggernaut. We explore the various ways IBKR makes money and provide an in-depth analysis of its very strong financial performance (it has eye-popping 73% pre-tax margins). Bristlemoon just published a deep dive (29 pages) on Interactive Brokers $IBKR the discount brokerage"  
[X Link](https://x.com/anyuser/status/1840930881982124213)  2024-10-01T01:44Z [----] followers, 14.2K engagements


"This is back of the napkin stuff but why is $MATR.TO not a no brainer here This gets you to a 4.5x in [--] years without M&A lower topline growth than the guide and at a v reasonable 15x trailing FCF in 2029"  
[X Link](https://x.com/anyuser/status/1850663251425509798)  2024-10-27T22:17Z [----] followers, 40.9K engagements


"$EVO.ST / $EVVTY is one of those stocks where if you gave me the [----] & [----] financials at the start of [----] I never would have predicted the stock would be lower. I don't think this multiple de-rate is rational"  
[X Link](https://x.com/anyuser/status/1862689686851830017)  2024-11-30T02:46Z [----] followers, [----] engagements


"Every investing podcast interview: "We are looking for quality companies with defensive moats run by competant owner operators private market approach to public markets blah blah blah" No one cares. Pitch stock list key drivers IRR assumptions and move on"  
[X Link](https://x.com/anyuser/status/1878989720086261998)  2025-01-14T02:17Z [----] followers, [----] engagements


"Up to [--] names now way too many good opportunities out there"  
[X Link](https://x.com/anyuser/status/1888021276083868141)  2025-02-08T00:25Z [----] followers, 21.2K engagements


"I mean this with no hyperbole [--] years ago on this site there was a thread every week saying "which company has the deepest moat" and without fail $GOOG would be one of if not the most popular answer"  
[X Link](https://x.com/anyuser/status/1920157448465236372)  2025-05-07T16:43Z [----] followers, 43.2K engagements


"Yellowbrick is criminally underrated they have track records for all stock pickers so it's very easy know which of the 100s of pitches are worth paying attention to. Everybody should be using this site everyday it's my second most used site after TIKR. Why do more sub-$250M generalist funds not spend $1k/month on the best stock picker ***stacks Why do more sub-$250M generalist funds not spend $1k/month on the best stock picker ***stacks"  
[X Link](https://x.com/anyuser/status/1929952916019765723)  2025-06-03T17:26Z [----] followers, 14.4K engagements


"Q2-2025: +14.94% YTD happy with that result especially given most anticipated catalysts/inflections with names I own should occur in H2-2025. Portfolio projected IRRs increasing which should bode well"  
[X Link](https://x.com/anyuser/status/1939833222268879132)  2025-06-30T23:47Z [----] followers, 14.8K engagements


"Quick thread on $MANO.L Manolete Partners: This should have been a 15bagger+ so I was going to keep it relatively quiet but I now suspect they are getting acquired so additional discovery doesn't hurt 1/x"  
[X Link](https://x.com/anyuser/status/1955093152479457745)  2025-08-12T02:25Z [----] followers, 21.2K engagements


"Now 7x earnings 40% topline grower rising margins. Selling off with other financials over credit fears despite the strongest provision for loan losses as a percentage of revenue since coming public. Could be wrong but I like it. $PRL.TO Now sub 8x earnings $PRL.TO Now sub 8x earnings $PRL.TO"  
[X Link](https://x.com/anyuser/status/1979616306665230714)  2025-10-18T18:31Z [----] followers, 23.1K engagements


"If $CSU.TO is your best idea then just pack it in best best case you get low double digit returns over the next decade"  
[X Link](https://x.com/anyuser/status/1986555098663710864)  2025-11-06T22:03Z [----] followers, 12.4K engagements


"Question for the crowd: how many people piling into $V and $MA have read the Fed's papers outlining how one of their primary usecases for FedNow is to disrupt C to B rails business At a minimum the headlines will get much worse over the next [--] months 🤷♂"  
[X Link](https://x.com/NestBetter/status/1462853197043802116)  2021-11-22T18:39Z [----] followers, [---] engagements


"Tax SaaS name $AVLR 7.7x NTM EV/revenue getting close to trough multiples. 57% drawdown. The company will grow revenue less dilution at 20%+ for a long time the exit revenue multiple will probably be higher [--] years from now"  
[X Link](https://x.com/anyuser/status/1502672871218462721)  2022-03-12T15:48Z [----] followers, [---] engagements


"Flexera's "State of Cloud Report 2022" came out recently reading through the report you really get the sense Azure is picking up momentum which is interesting given their growth rate is converging with AWS despite being half the size $AMZN $MSFT $GCP"  
[X Link](https://x.com/anyuser/status/1512818108817412110)  2022-04-09T15:41Z [----] followers, [--] engagements


"$AMZN future offering to retailers: Have a physical presence $AMZN just walkout out tech Online checkout $AMZN pay Logistics/shipping $AMZN logistics Ads $AMZN ads Compute/storage/soft needs AWS $Shop offering Here is a website Think about the relative power here"  
[X Link](https://x.com/anyuser/status/1517131512503746560)  2022-04-21T13:21Z [----] followers, [---] engagements


"$MSFT in a 29% drawdown more than happily added here"  
[X Link](https://x.com/anyuser/status/1524816751103467524)  2022-05-12T18:20Z [----] followers, [---] engagements


"Have chatted in DMs a couple of times on this but think that concentration heuristics need to take into account the conglomerate nature of FAAMG. I am 20% $GOOG which sounds semi-concentrated but really I am 11.3% Search 4.5% Youtube 2.7% GCP 1.5% Play/Hardward/Other Bets $GOOGL's SOTP (Source: JP Morgan). When you look at the individual components you realize what a growth machine $GOOGL is & how amazingly it grows 15%-18% from a $220bn base. https://t.co/y3W4lNTsRN $GOOGL's SOTP (Source: JP Morgan). When you look at the individual components you realize what a growth machine $GOOGL is & how"  
[X Link](https://x.com/anyuser/status/1531081815355801602)  2022-05-30T01:15Z [----] followers, [---] engagements


"$GOOG at [--] week lows - getting to pretty bargin basement levels imo"  
[X Link](https://x.com/anyuser/status/1572277620561035265)  2022-09-20T17:32Z [----] followers, [---] engagements


"$AMZN is the weirdest company has a huge 5B/quarter step up in "Technology and Content" and gives [--] explanation for it. To be clear Q2 had a huge step up as well (4.2B). They just say "we are working on new stuff". How can an outside investor possible judge the ROI here"  
[X Link](https://x.com/anyuser/status/1586206424174043137)  2022-10-29T04:00Z [----] followers, [---] engagements


"Any stocks which are "pound the table" levels attractive Stuck in front of a laptop due to C-19 need some homework"  
[X Link](https://x.com/anyuser/status/1603948194022432768)  2022-12-17T03:00Z [----] followers, 128.6K engagements


"$AMZN - I know I know we haven't taken out the GFC lows when the financial system was falling apart and AWS wasn't really a thing but maybe just maybe the most innovative company in the world is getting a tad cheap"  
[X Link](https://x.com/anyuser/status/1607959844539215872)  2022-12-28T04:41Z [----] followers, 60.9K engagements


"If you know [--] Trilly+ in IT spend is moving to the cloud some years a little slower some years a little faster and all chopped up between three reasonably priced players do you really care about the quarter to quarter other than entertainment value $AMZN $MSFT $GOOG"  
[X Link](https://x.com/anyuser/status/1618094525452541952)  2023-01-25T03:52Z [----] followers, [----] engagements


"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 [----] the valuation gap is massive"  
[X Link](https://x.com/NestBetter/status/1625949593350377482)  2023-02-15T20:06Z [----] followers, [----] engagements


"What's your highest conviction slam dunk stock idea for the next [--] months Why Bonus points if there is an under appreciated catalyst. No megacap tech allowed. (Killing time on a mall bench lol)"  
[X Link](https://x.com/anyuser/status/1627382847198699521)  2023-02-19T19:01Z [----] followers, 89.1K engagements


"Lot of ways to slice it from a NAV perspective but prefer this personally for $BN: 4.3B distributable earnings before realizations less AM distributions (2.0B) = 2.25B $BN Marketcap = [----] - AM stake(38.4B) = 10.7B So you're paying 4.75x remaining (pre realization) dist earnings"  
[X Link](https://x.com/anyuser/status/1639792014894964740)  2023-03-26T00:50Z [----] followers, 31.5K engagements


"The smartest accounts on here have [---] followers no picture and show up maybe 2-3 times a year to drop knowledge bombs on random stocks in comments"  
[X Link](https://x.com/anyuser/status/1765550677059686495)  2024-03-07T01:30Z [----] followers, 43.8K engagements


"Today you can own Israel's Mastercard $SHVA.TA for 12x trailing earnings with faster topline growth + more operating leverage than Mastercard had in [----]. Chuck Akre bought MasterCard at 10-11x earnings back in [----] If Dataroma is right $MA has been a top [--] position in the Akre Focus Fund for more than a decade currently 18% of the portfolio https://t.co/sVAk09l8Oh Chuck Akre bought MasterCard at 10-11x earnings back in [----] If Dataroma is right $MA has been a top [--] position in the Akre Focus Fund for more than a decade currently 18% of the portfolio https://t.co/sVAk09l8Oh"  
[X Link](https://x.com/anyuser/status/1801468395298115852)  2024-06-14T04:15Z [----] followers, 31.5K engagements


"Portfolio Q3-2024 +20.7% YTD"  
[X Link](https://x.com/anyuser/status/1841872636474712438)  2024-10-03T16:07Z [----] followers, 18.9K engagements


"Wild $IBKR is up 76% on the year with frankly no material change to the story other than some negatives (rate cuts)"  
[X Link](https://x.com/anyuser/status/1844017431372845448)  2024-10-09T14:09Z [----] followers, 27.6K 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](https://x.com/NestBetter/status/1890916377025753579)  2025-02-16T00:09Z [----] followers, 36.1K engagements

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