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

Better Nest posts on X about $lode, $tzoo, $libv, $spcb 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 [------] +124%
- [--] Month [-------] +117%
- [--] Months [-------] +35%
- [--] Year [---------] +12%

### 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 [--] +19%
- [--] Month [---] +25%
- [--] Months [---] +34%
- [--] Year [---] +77%

### 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**
[finance](/list/finance)  29.32% [stocks](/list/stocks)  12.03% [countries](/list/countries)  4.51% [cryptocurrencies](/list/cryptocurrencies)  3.76% [currencies](/list/currencies)  3.01% [technology brands](/list/technology-brands)  0.75%

**Social topic influence**
[$lode](/topic/$lode) #10, [$tzoo](/topic/$tzoo) 9.02%, [$libv](/topic/$libv) #5, [$spcb](/topic/$spcb) 6.02%, [business](/topic/business) 5.26%, [whats the](/topic/whats-the) 4.51%, [company](/topic/company) 4.51%, [$cgyto](/topic/$cgyto) #1, [ai](/topic/ai) 4.51%, [future](/topic/future) 3.76%

**Top accounts mentioned or mentioned by**
[@shadysci](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@uzocapital](/creator/undefined) [@broheim777](/creator/undefined) [@retaox](/creator/undefined) [@quantsisco](/creator/undefined) [@treyhenninger](/creator/undefined) [@almostmongolian](/creator/undefined) [@lars57360069](/creator/undefined) [@valueventurez](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@kholmer211](/creator/undefined) [@plasticnewt3](/creator/undefined) [@lagourgue1](/creator/undefined) [@triviumpartnrs](/creator/undefined) [@ragingbullcap](/creator/undefined) [@siyul](/creator/undefined) [@cdegasperis](/creator/undefined) [@hcapinvesting](/creator/undefined) [@econoadabsurdam](/creator/undefined)

**Top assets mentioned**
[Remitly Global, Inc. (RELY)](/topic/$rely) [4 (FOUR)](/topic/$four) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [PolyPid Ltd. (PYPD)](/topic/$pypd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [GitLab Inc. (GTLB)](/topic/$gtlb) [Data Lake (LAKE)](/topic/$lake) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Cactus, Inc. (WHD)](/topic/$whd) [Docebo Inc. (DCBO)](/topic/$dcbo)
### 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


"$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


"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


"@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


"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


"$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


"$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


"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


"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


"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/anyuser/status/2021346052348182912)  2026-02-10T22:10Z [----] 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


"$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/anyuser/status/2021961000917082495)  2026-02-12T14:54Z [----] 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/anyuser/status/2022137173429166374)  2026-02-13T02:34Z [----] 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


"Looks like $LODE has bottomed see you at $4 in a couple of weeks"  
[X Link](https://x.com/NestBetter/status/2016930593884209328)  2026-01-29T17:45Z [----] followers, [----] engagements


"In an alternate reality $LODE raised 20M at normal discount had a call and said "12 for plant [--] [--] for more site selection. Our competition has gone out of biz and demand is through the roof so we're going to speed things up." In this alternate reality the stock would be at $5"  
[X Link](https://x.com/NestBetter/status/2018889578330169742)  2026-02-04T03:29Z [----] 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


"@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


"@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


"@TreyHenninger What are the three"  
[X Link](https://x.com/NestBetter/status/2015557534640197891)  2026-01-25T22:48Z [----] 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


"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/anyuser/status/2021555993507934653)  2026-02-11T12:04Z [----] 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


"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/anyuser/status/2022048586981412885)  2026-02-12T20:42Z [----] followers, [----] engagements


"@AktienAkademie They raised 22.5M in cash warrants who are mostly with friendlies who they could tap on the shoulder to exercise are another 31M. So potentially have access to 53M ish even without DOE or additional raises"  
[X Link](https://x.com/NestBetter/status/2019769292191859171)  2026-02-06T13:44Z [----] followers, [---] 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/anyuser/status/2022424086606205155)  2026-02-13T21:34Z [----] 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/anyuser/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/anyuser/status/2022016752025207235)  2026-02-12T18:35Z [----] followers, 14.8K 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


"If I was a Canadian small cap fund manager I'd just camp out in $CGY.TO & $HAI.TO for the rest of the year - easy longs: cheap multiple durable secular growth "in theme" (defense) operating leverage.lot to like"  
[X Link](https://x.com/anyuser/status/2022523582870601977)  2026-02-14T04:09Z [----] 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/anyuser/status/2021391481957921252)  2026-02-11T01:10Z [----] 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/anyuser/status/2023080800497832411)  2026-02-15T17:03Z [----] followers, [----] engagements


"What's the best writeup/primer on $GTLB Seems like an obvious long here"  
[X Link](https://x.com/anyuser/status/2023113264532722152)  2026-02-15T19:12Z [----] followers, [----] 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 Do people realize there is literally zero chance of this happening https://t.co/j4AicQBqEv Do people realize there is literally zero chance of this happening https://t.co/j4AicQBqEv"  
[X Link](https://x.com/NestBetter/status/1976393218117009609)  2025-10-09T21:03Z [----] followers, [----] 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


"$BME.L (also not complicated just have better ideas)"  
[X Link](https://x.com/NestBetter/status/1982980578799694097)  2025-10-28T01:19Z [----] followers, [---] engagements


"$BME.L looks very oversold here. No position b/c I have better ideas but 7x earnings with solid store economics + room to grow"  
[X Link](https://x.com/NestBetter/status/1985930342138552521)  2025-11-05T04:41Z [----] followers, [----] engagements


"House favorite is $LAKE which is dirt cheap regardless. Get that no tariff basket ready https://t.co/vDngPMkere Get that no tariff basket ready https://t.co/vDngPMkere"  
[X Link](https://x.com/NestBetter/status/1986134409469460632)  2025-11-05T18:11Z [----] followers, [----] engagements


"@Premski_SGP @charlesbhutch Any new info"  
[X Link](https://x.com/NestBetter/status/1986297178034479287)  2025-11-06T04:58Z [----] followers, [---] 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


"What's your favorite multi-bagger setup heading into [----] Looking for a minimum 3x over [--] years. Bonus points if the return is front loaded. Some I like: $VST.CN - VSDHOne hyper growth continuing $MCB.TO - bidding on very material rig contracts [--] players has edge"  
[X Link](https://x.com/NestBetter/status/1989768910011256856)  2025-11-15T18:54Z [----] followers, 14.5K engagements


"Pattern I like: Microcap with patented tech / secret sauce partnered with a much larger entity who is sponsoring / working closely them"  
[X Link](https://x.com/NestBetter/status/1990199954355196149)  2025-11-16T23:26Z [----] followers, [----] engagements


"@Uzocapital @ragingbullcap @FokinArtem 🔥🔥🔥🔥 might have another one for you also makes me think I should look closer at $EVC"  
[X Link](https://x.com/NestBetter/status/1991206001832522100)  2025-11-19T18:04Z [----] followers, [---] engagements


"@no_cap_cap $SOI.PA is who you want and they are cheap"  
[X Link](https://x.com/NestBetter/status/1993064340963135956)  2025-11-24T21:09Z [----] followers, [---] engagements


"Have a day off someone pitch me a multi-bagger to research"  
[X Link](https://x.com/NestBetter/status/1994411939083006437)  2025-11-28T14:23Z [----] followers, [----] engagements


"$VST.CN financials say 887k orders YTD for $NURS.V"  
[X Link](https://x.com/NestBetter/status/1995700066213064958)  2025-12-02T03:42Z [----] followers, [----] engagements


"Am I missing something or is $TZOO really down this much because their shareholders don't understand the accounting they have painfully walked through many times"  
[X Link](https://x.com/NestBetter/status/1996786793123897852)  2025-12-05T03:40Z [----] followers, [----] engagements


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


"2-3% wouldn't shock me I've personally never seen a stock go green on an equity raise until $LIB.V $VLTLF Rare to see an offering and stock remains green. Studies show this only happens in 2% to 3% of capital raises. Positive reactions do occur occasionally especially in cases of: - Strong growth prospects. - Clear use of proceeds (e.g. funding high-return projects). - https://t.co/PfPRAUacmD $VLTLF Rare to see an offering and stock remains green. Studies show this only happens in 2% to 3% of capital raises. Positive reactions do occur occasionally especially in cases of: - Strong growth"  
[X Link](https://x.com/NestBetter/status/1998457091732701639)  2025-12-09T18:17Z [----] followers, [----] engagements


"Former $GB shareholders agree total robbery. $FOUR Global Blue acquisition might be the best acquisition I have ever seen any company ever do. $FOUR Global Blue acquisition might be the best acquisition I have ever seen any company ever do"  
[X Link](https://x.com/NestBetter/status/2000279728822034893)  2025-12-14T19:00Z [----] followers, [----] engagements


"@Uzocapital @AlmostMongolian There seems to be an emerging fintwit multibagger portfolio with many holding: $LODE $LIB $NURS.V / $VST.CN. Will be fun to see how this goes"  
[X Link](https://x.com/NestBetter/status/2000581044718731584)  2025-12-15T14:57Z [----] followers, [----] engagements


"@Uzocapital $TZOO membership fees $PRL.TO asset-lite loans"  
[X Link](https://x.com/NestBetter/status/2000590507123016107)  2025-12-15T15:35Z [----] followers, [----] engagements


"@siyul Recently entered. $TZOO: Accounting quirk means 20% earnings yield on [----] has been transitioning from ads model to ads model + paid CAC is expensed quarter [--] revenue is spread over next [--] quarters kills margins short term but means inflects margins in [----] in a big way"  
[X Link](https://x.com/NestBetter/status/2006691691344843049)  2026-01-01T11:39Z [----] followers, [---] engagements


"If $ASHM.L AUM outflows ever flip to in flows via EM enthusiasm this will be a great long for now pass. $ASHM.L $ASHM.L"  
[X Link](https://x.com/NestBetter/status/2007174819922776393)  2026-01-02T19:39Z [----] followers, [----] engagements


"Should I allocate to $ORR. Militia Capital made +64.3% in [----]. You can find my [----] letter at https://t.co/OB1l1Q6dBs https://t.co/oqy049qSye Militia Capital made +64.3% in [----]. You can find my [----] letter at https://t.co/OB1l1Q6dBs https://t.co/oqy049qSye"  
[X Link](https://x.com/NestBetter/status/2007599580117164038)  2026-01-03T23:46Z [----] followers, 22.9K 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


"$TZOO is trading for 2.6x consensus normalized [----] EPS lol"  
[X Link](https://x.com/NestBetter/status/2012256179976638781)  2026-01-16T20:10Z [----] followers, [----] engagements


"@retaox What's the 3min elevator pitch"  
[X Link](https://x.com/NestBetter/status/2013825218951696792)  2026-01-21T04:05Z [----] followers, [---] engagements


"@retaox Not a lot though I haven't specifically looked $1INN.DE looks semi-interesting $SSTI was mentioned to me though I haven't gone deep on it yet"  
[X Link](https://x.com/NestBetter/status/2013829308091863458)  2026-01-21T04:21Z [----] followers, [---] engagements


"What's the best lowet risk least expense least decay way to play copper Fun position nothing serious. We arent finding enough copper deposits - 1985-2000: [---] discoveries totaling [---] mt Cu - 2000-2012: [--] discoveries totaling [---] mt Cu - 2012-2020: [--] discoveries totaling [---] mt Cu - 2020-2025: [--] discoveries totaling [--] mt Cu In other words we are barely finding new copper https://t.co/0JAGdkGsHT We arent finding enough copper deposits - 1985-2000: [---] discoveries totaling [---] mt Cu - 2000-2012: [--] discoveries totaling [---] mt Cu - 2012-2020: [--] discoveries totaling [---] mt Cu - 2020-2025: 6"  
[X Link](https://x.com/NestBetter/status/2015899268620419448)  2026-01-26T21:26Z [----] followers, [----] engagements


"@capitaloptimism Thanks that's where I am leaning right now don't love the expense fee but understand why it's on the higher side"  
[X Link](https://x.com/NestBetter/status/2015903993390571899)  2026-01-26T21:45Z [----] followers, [---] engagements


"$SPCB putting together a rally probably because of the Germany contract terms becoming better known. Think most likely outcome is I wake up one day to a takeout at a large premium. Disruptive growth doesn't trade this cheap. Vs $40M Mktcap for $SPCB Disruptor 30%+ grower tiny company taking share in a huge market single digit multiple of Non-GAAP earnings. I like the stonk. Vs $40M Mktcap for $SPCB Disruptor 30%+ grower tiny company taking share in a huge market single digit multiple of Non-GAAP earnings. I like the stonk"  
[X Link](https://x.com/NestBetter/status/2016248862558626224)  2026-01-27T20:36Z [----] followers, [----] engagements


"$DRM.TO's management is good at managing risk. Shareholders will never have to worry about the risk of their investment going up"  
[X Link](https://x.com/NestBetter/status/2016272597898432556)  2026-01-27T22:10Z [----] followers, [----] engagements


"@DarkfireCapital Mentally I kind of think [--] year out: 2/5 you're up 80%+ 1/5 you're up 50% 1/5 you're flat to slightly up 1/5 you're -30%"  
[X Link](https://x.com/NestBetter/status/2016294435844206734)  2026-01-27T23:37Z [----] 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


"$LODE raise is 50M 🤮"  
[X Link](https://x.com/NestBetter/status/2016694313208406159)  2026-01-29T02:06Z [----] followers, [----] engagements


"@AlmostMongolian This is insane. Full stop. Shame on @CDe_Gasperis"  
[X Link](https://x.com/NestBetter/status/2016695190359019832)  2026-01-29T02:09Z [----] followers, [---] engagements


"@AlmostMongolian @CDe_Gasperis I thought this would 10M.maybe 20M.50M"  
[X Link](https://x.com/NestBetter/status/2016695345309163671)  2026-01-29T02:10Z [----] followers, [---] engagements


"$LODE on the plus side they have so much cash now by the time they spend it all plant #1 will be printing a lot of money"  
[X Link](https://x.com/NestBetter/status/2016958627689459767)  2026-01-29T19:36Z [----] followers, [----] engagements


"Nice beat now 4.8x trailing earnings too cheap for 30%+ grower w/ operating leverage despite EM exposure $ASAI.L $ASAI.L gives a trading update in a couple of days. Dec 4th they put out the following: $ASAI.L gives a trading update in a couple of days. Dec 4th they put out the following:"  
[X Link](https://x.com/NestBetter/status/2016963472387351026)  2026-01-29T19:55Z [----] followers, [----] engagements


"So Corrado blew up our capital stack one day before the peak in silver to chase a new silver refining business. Nice.nice. $LODE"  
[X Link](https://x.com/NestBetter/status/2017309717828190261)  2026-01-30T18:51Z [----] followers, [----] engagements


"@AbdrazakAlmas You will be happy with the call. The decision to pull fwd makes sense. Did they raise at the correct time vs [--] months from now I'd prefer [--] months from now"  
[X Link](https://x.com/NestBetter/status/2017318168587374666)  2026-01-30T19:25Z [----] followers, [---] engagements


"@AbdrazakAlmas IMO you'll see the strategic rational after the call"  
[X Link](https://x.com/NestBetter/status/2017324216777834778)  2026-01-30T19:49Z [----] followers, [---] engagements


"FWIW this is a good move. Will earn better returns than a typical refiner - optimized supply chain w/ plants - guarenteed throughput - optimized for their tailings"  
[X Link](https://x.com/NestBetter/status/2017327367635579013)  2026-01-30T20:01Z [----] followers, [----] engagements


"@AbdrazakAlmas No serious investor does that"  
[X Link](https://x.com/NestBetter/status/2017340042306306061)  2026-01-30T20:52Z [----] followers, [---] engagements


"$LIB.V is probably going to be up 10-20% monday sounds like multiple announcements coming surrounding midstream partner news + offtakes & if we are lucky maybe v material DOE announcement. The excitement/giddiness in Alex's face makes me think we're in for a very big 2026"  
[X Link](https://x.com/NestBetter/status/2017968190857383979)  2026-02-01T14:28Z [----] followers, [----] engagements


"@TreyHenninger Nobody talked about it previously"  
[X Link](https://x.com/NestBetter/status/2018746811574321614)  2026-02-03T18:02Z [----] followers, [----] engagements


"$LIB.V will end up in the elusive class of fintwit mega-winners ala $TVK.TO Half the battle of uncovering a 10-20x micro cap is finding excellent management. $LIB.v / $VLTLF have exactly that. Executing de-risking and super conscious of shareholder returns. The only better time to buy than now was yesterday. The time to buy is now. 🔥🚀 DYOR Half the battle of uncovering a 10-20x micro cap is finding excellent management. $LIB.v / $VLTLF have exactly that. Executing de-risking and super conscious of shareholder returns. The only better time to buy than now was yesterday. The time to buy is"  
[X Link](https://x.com/NestBetter/status/2018828169034494375)  2026-02-03T23:25Z [----] followers, [----] engagements


"@hcapinvesting Well let's see they did a massively dilutive raise out of the blue said near term panel demand is unclear haven't close Bioleum series A yet and entered a new refining verticle right before the top in silver - so yes it has changed a bit"  
[X Link](https://x.com/NestBetter/status/2019434428855120388)  2026-02-05T15:34Z [----] 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/NestBetter/status/1603948194022432768)  2022-12-17T03:00Z [----] followers, 128.6K engagements


"Alright gents still very early in DD for $HAYPP but: [----] TAM 19B USD * 15% Online *50% marketshare*8% EBIT margins = 114M USD Current EV 318M EV / [----] Ebit = 2.8x Fair multiple = 15x which gives a [--] bagger + cash along the way in [--] and a bit years Doable"  
[X Link](https://x.com/NestBetter/status/1826086461059350976)  2024-08-21T02:38Z [----] followers, [----] engagements


"Bought a little $ALLFG $ALLFG.AS Allfunds. They are the leading B2B fund distribution platform in Europe. High level IRR math = 11x fcf + double digit growth + margin expansion = mid 20s irr before (obvious) rerate"  
[X Link](https://x.com/NestBetter/status/1878805990923198488)  2025-01-13T14:07Z [----] followers, 12.5K engagements


"CC $ALLFG.AS small position but setup well NTM Is Europe on a tear or playing catch-up https://t.co/c6BlnOugAl Is Europe on a tear or playing catch-up https://t.co/c6BlnOugAl"  
[X Link](https://x.com/NestBetter/status/1887898473338462380)  2025-02-07T16:17Z [----] followers, [----] engagements


"Good perspective $LODE $LODE well that raise is a bit frustrating. However the amount of hand wringing from retail is misplaced in our opinion. Read what they are saying.they want to accelerate facility [---] and bring refining in house. Just refining the silver in house roughly doubles the $LODE well that raise is a bit frustrating. However the amount of hand wringing from retail is misplaced in our opinion. Read what they are saying.they want to accelerate facility [---] and bring refining in house. Just refining the silver in house roughly doubles the"  
[X Link](https://x.com/NestBetter/status/2016887394843209756)  2026-01-29T14:53Z [----] followers, [----] engagements


"🎯 $LODE @1035_Capital I agree that's the logic and it does have merit. However solar panels from anywhere on the east coast can be shipped to NV for probably $200/ton. To protect market share they can collect from anywhere in the US and process in NV profitably.but only if the numbers CDG has @1035_Capital I agree that's the logic and it does have merit. However solar panels from anywhere on the east coast can be shipped to NV for probably $200/ton. To protect market share they can collect from anywhere in the US and process in NV profitably.but only if the numbers CDG has"  
[X Link](https://x.com/NestBetter/status/2016947002878124486)  2026-01-29T18:50Z [----] followers, [----] engagements


"$LODE: that was a mixed call. Positives: - nearest competition closed up shop and sent them panels - execs looking to increase LODE holdings - maybe SSOF movement Negatives: - "least visibility" into panel supply so why the F did you just mega dilute us to speed up plants"  
[X Link](https://x.com/NestBetter/status/2018820644272783604)  2026-02-03T22:55Z [----] followers, [----] engagements


"What's the best writeup/primer on $GTLB Seems like an obvious long here"  
[X Link](https://x.com/anyuser/status/2023113264532722152)  2026-02-15T19:12Z [----] 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/anyuser/status/2023080800497832411)  2026-02-15T17:03Z [----] followers, [----] engagements


"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://ft.trib.al/u8is2qv https://ft.trib.al/u8is2qv"  
[X Link](https://x.com/anyuser/status/2023057250898583816)  2026-02-15T15:30Z 6.4M followers, 100.8K engagements


"If I was a Canadian small cap fund manager I'd just camp out in $CGY.TO & $HAI.TO for the rest of the year - easy longs: cheap multiple durable secular growth "in theme" (defense) operating leverage.lot to like"  
[X Link](https://x.com/anyuser/status/2022523582870601977)  2026-02-14T04:09Z [----] followers, [----] engagements


"RT @everyonehatesp1: Very much agree on $HAI.TO (2nd largest position). Would add a couple of things: _Moat originally comes from an R&D l"  
[X Link](https://x.com/anyuser/status/2022517933860389307)  2026-02-14T03:47Z [----] followers, [--] engagements


"Very much agree on $HAI.TO (2nd largest position). Would add a couple of things: _Moat originally comes from an R&D lab paid for by General Datacom they thought low latency video was cool but had no market for it they went bankrupt sold it to Miranda which had issues and ended up selling that division to the current Founder & CEO who turned it into a business. _They're the only credible low latency provider to the DoD with [--] Defense experience they won in [----] within a couple weeks the contract for the US predator drone program unheard of. _Kraken KX1 product is the first edge AI enabled"  
[X Link](https://x.com/anyuser/status/2022380610329739389)  2026-02-13T18:41Z [----] followers, [----] engagements


"The only DoDIN-certified open video system trading at 1x sales $HAI.TO - Haivision is the hidden infrastructure play behind mission-critical video for defense broadcast & enterprise. Here's why this micro-cap matters: 🧵"  
[X Link](https://x.com/anyuser/status/2022338172777304407)  2026-02-13T15:52Z [----] followers, 17.6K 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/anyuser/status/2022424086606205155)  2026-02-13T21:34Z [----] 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/anyuser/status/2022137173429166374)  2026-02-13T02:34Z [----] 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


"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/anyuser/status/2022048586981412885)  2026-02-12T20:42Z [----] followers, [----] engagements


"$SPCB it seems obvious it is likely obvious I bought more today 🤷♂ $SPCB between Germany Spain USA and future contracts it seem probable to me that SuperCom will experience 100% plus revenue growth in [----]. So is the undervaluation a symptom of legacy lack of trust no one knows about SuperCom or other reasons $SPCB between Germany Spain USA and future contracts it seem probable to me that SuperCom will experience 100% plus revenue growth in [----]. So is the undervaluation a symptom of legacy lack of trust no one knows about SuperCom or other reasons"  
[X Link](https://x.com/anyuser/status/2022021471854637193)  2026-02-12T18:54Z [----] followers, [----] engagements


"$SPCB between Germany Spain USA and future contracts it seem probable to me that SuperCom will experience 100% plus revenue growth in [----]. So is the undervaluation a symptom of legacy lack of trust no one knows about SuperCom or other reasons"  
[X Link](https://x.com/addictedtostock/status/2021990093582668164)  2026-02-12T16:49Z [--] 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/anyuser/status/2022016752025207235)  2026-02-12T18:35Z [----] followers, 14.8K engagements


"$CGY.TO = great report great call remains one of the easiest longs for 2026"  
[X Link](https://x.com/anyuser/status/2022007669301907926)  2026-02-12T17:59Z [----] followers, [----] engagements


"Rumor has it $CSU.TO calculates organic growth by including price hikes on acquired companies as organic growth. Thus: A) Ex-M&A organic growth rate is much lower B) It's probably deeply neg in a post AI world C) Terminal mulpl should be v low D) It's not THAT attractive here"  
[X Link](https://x.com/anyuser/status/2021980514086006790)  2026-02-12T16:11Z [----] followers, 12.4K engagements


"E) it probably still goes up 30% this year because I don't own it like every other year"  
[X Link](https://x.com/anyuser/status/2021982280693297603)  2026-02-12T16:18Z [----] 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/anyuser/status/2021961000917082495)  2026-02-12T14:54Z [----] followers, [----] engagements


"$SPCB - SuperCom Secures Louisiana Electronic Monitoring Contract Expands U.S. Presence to 16th New State "  
[X Link](https://x.com/anyuser/status/2021950083009568803)  2026-02-12T14:10Z 449.4K followers, [----] 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/anyuser/status/2021555993507934653)  2026-02-11T12:04Z [----] followers, [----] engagements


"The out year numbers will get very stupid very fast"  
[X Link](https://x.com/anyuser/status/2021555996347244975)  2026-02-11T12:04Z [----] 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/anyuser/status/2021431841555873882)  2026-02-11T03:51Z [----] 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/anyuser/status/2021391481957921252)  2026-02-11T01:10Z [----] followers, [----] engagements


"$DBO.TO D-Box earnings are out. what do you think"  
[X Link](https://x.com/anyuser/status/2021348593593090484)  2026-02-10T22:20Z [----] followers, 13.2K 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/anyuser/status/2021346052348182912)  2026-02-10T22:10Z [----] followers, [----] engagements


"the [--] announced plants WITH the ability to reinvest all those dollars at 100% ROIC for a long long time. Once the first plant is up debt financing will open up in a big way the ROE will be insane"  
[X Link](https://x.com/anyuser/status/2021346057624617246)  2026-02-10T22:10Z [----] followers, [---] engagements


"Catalysts watching for: - offtake agreements - possible DOE/grant funding - other midstream partners Has been a great ride so far but have never been more bullish"  
[X Link](https://x.com/anyuser/status/2021346059365265847)  2026-02-10T22:10Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing