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[@NestBetter](/creator/twitter/NestBetter)
"Great recent pitch on $IWG $IWG.L reminding myself of the bull pitch before I buy more"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1877557935254962265) 2025-01-10 03:27:49 UTC 6475 followers, 1771 engagements


"$EVO.ST / $EVVTY is one of those stocks where if you gave me the 2023 & 2024 financials at the start of 2022 I never would have predicted the stock would be lower. I don't think this multiple de-rate is rational"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1862689686851830017) 2024-11-30 02:46:43 UTC 6476 followers, 9200 engagements


"What's the most compelling & mature anti-drone technology stock out there"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944764470741315596) 2025-07-14 14:22:36 UTC 6472 followers, 2914 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"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1878805990923198488) 2025-01-13 14:07:09 UTC 6474 followers, 12.2K engagements


"Clearly I've bought a lot of $MATR.TO (avg cost low 10s) it's the best risk adjusted opportunity I've come across in a while tactically it makes a lot of sense here especially given the guides during the East Coast Ideas conference which imply consensus #s are far too low"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1939867891090051284) 2025-07-01 02:05:20 UTC 6471 followers, 1842 engagements


"Great read $CGY.TO remains the most "no brainer" of the bunch"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1947448776211476627) 2025-07-22 00:09:04 UTC 6473 followers, 3588 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"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1890916377025753579) 2025-02-16 00:09:30 UTC 6473 followers, 36K engagements


"@ObscurValuation $shva / $shva.ta 14x trailing earnings less if you net out excess cash monopoly payment switch for israel. Robust growth + lot of margin expansion + probable multiple re-rate on better English disclosure / fading ST headwinds = homerun"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1815798012733489267) 2024-07-23 17:15:56 UTC 6473 followers, 4308 engagements


"$FOUR robbing me of my $GB shares and paying almost no premium remains a crime. That's said I bought $FOUR after while attractive it's not as attractive as $GB standalone (would have been a 5x in X years) give or take"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1940780457018507725) 2025-07-03 14:31:33 UTC 6474 followers, 3196 engagements


"Soitec $SOI.PA is very interesting here. Trough revenue margins & multiple (My favorite setup) Monopoly. Should be a low to mid teens full cycle average grower. The completely bombed out chart does not at all match the rather rosy outlook"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944581922887270657) 2025-07-14 02:17:13 UTC 6473 followers, 3929 engagements


"@KairosPraxis The 3rd picture mentioning the XX rigs contract using hydraulic CRT is a v big deal. Hopefully we get a PR on it sometime in 2025"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1946334754699202787) 2025-07-18 22:22:21 UTC 6477 followers, XXX engagements


"$MATR.TO $MCB.TO $IWG.L $PRL.TO $NXSN.TA all have a credible chance to 5x+ in X years. $LAKE $HAI.TO $VTY.L $EVVTY $GMX.TO all have a decent shot at a 4x+ in X years. Rest are a mix of special sits high teens+ compounders and tiny spec names with high variance"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1939869575069540817) 2025-07-01 02:12:02 UTC 6473 followers, 2893 engagements


""continue to see strong momentum in the fiscal second half of FY2026 and over the coming years. Interesting comment to slip into an index inclusion PR. Must be frustrated with the share price. $LAKE"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1939780817015984351) 2025-06-30 20:19:20 UTC 6472 followers, 2814 engagements


"$MATR.TO top pick - really is such a nice thesis"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944093100713861427) 2025-07-12 17:54:49 UTC 6473 followers, 4009 engagements


"@no_cap_cap TVK fan club is more passionate than the MATR one I'll give you that"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1945314713505599704) 2025-07-16 02:49:04 UTC 6472 followers, XXX engagements


"@UnrivaledInvest $SOI.PA monopoly trough revenue trough margins trough multiple. X segments two in deep cyclical drawdowns (autos & mobile) one growing XX% y/y cloud. The cloud segment (25% of revenue) is worth entire mktcap levered to AI should grow faster than category w/ penetration"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1944951087716274538) 2025-07-15 02:44:09 UTC 6474 followers, 3510 engagements


"Anyone know how big the drone opportunity is for $MPTI Have they given numbers behind it TIA"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1946398520329543819) 2025-07-19 02:35:44 UTC 6473 followers, 2987 engagements


"Trifecta in stocks is when you get: Multiple rerate Margin expansion Secular wave and/or Catch cyclical upswing in infancy $IWG $IWG.L offers all three"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1765235324840456486) 2024-03-06 04:37:52 UTC 6472 followers, 3787 engagements