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[@NestBetter](/creator/twitter/NestBetter)
"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 6470 followers, 12.2K engagements


"I still do maintenance work every Q but if you buy with a large enough margin of saftey you don't need to know every detail. Incremental time is better spent finding a multibagger than figuring out if elevated freight costs will cause a one-off 100bp headwind to Q2 margins"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948188910443471346) 2025-07-24 01:10:06 UTC 6478 followers, 1326 engagements


"@roojoo3 @Cheshir3Cap Keep in mind the original 2B guide was for 2026 - clearly management was way off I would be shocked if they can't hit it X years from now. Especially given the nvidia's CPO chips coming in '26 which should be a game changer for SOI"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948205415847657628) 2025-07-24 02:15:41 UTC 6477 followers, XXX engagements


"No I didn't spell check this I wrote it while biking and relistening to $SOI.PA's trading update"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948190951718932780) 2025-07-24 01:18:13 UTC 6478 followers, 1195 engagements


"@no_cap_cap IMO $MATR.TO has a XX% earnings yield on 2030 #s and is way higher quality this is not a fair fight"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1945310821610865115) 2025-07-16 02:33:36 UTC 6479 followers, XXX 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 6476 followers, 3794 engagements


"@KairosPraxis Hard disagree 95/5 the other way. Just need to but cheap enough + understand the drivers"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948147803487662509) 2025-07-23 22:26:45 UTC 6477 followers, XXX engagements


"$BUR trades like absolute garbage. Worst behaving stock I've ever owned"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1940113478511218988) 2025-07-01 18:21:13 UTC 6478 followers, 7657 engagements


"No position (yet) but think $VBNK.TO looks interesting here"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1947845914493669745) 2025-07-23 02:27:09 UTC 6478 followers, 2729 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 6471 followers, 3203 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 6478 followers, 3989 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 6476 followers, 2916 engagements


"@roojoo3 @Cheshir3Cap @ 2B in revenue they are targeting XX% EBITDA margins call it XX% EBIT margins. That's 600M in EBIT vs EV of 1.56B today way too cheap. By that time the cloud/edge mix will be much higher as well"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1948206601749356587) 2025-07-24 02:20:24 UTC 6479 followers, XXX 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 6476 followers, 2821 engagements


"@KairosPraxis @no_cap_cap Would argue we've already turned MEO is done margins are set to ramp ahead of schedule"  
![@NestBetter Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1248816857785786368.png) [@NestBetter](/creator/x/NestBetter) on [X](/post/tweet/1945316202223378475) 2025-07-16 02:54:59 UTC 6479 followers, XXX 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 6478 followers, 4059 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 6473 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 6478 followers, 3554 engagements