[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@Investmentideen](/creator/twitter/Investmentideen)
"Why I Added TruBridge $TBRG to My Portfolio As always: This is not investment advise. Do your own research. Below is my interpretation of the information available. Some of you may have noticed that Ive recently added TruBridge $TBRG to my portfolio. At first glance this might seem like an odd pick. After all TruBridge has a history of poor capital allocation including a few acquisitions that in hindsight destroyed more value than they created. But something has changed and I believe the current setup is worth a closer look. Lets start with the past. A History of Missteps TruBridge formerly"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1947212786246865181) 2025-07-21 08:31:20 UTC 18.5K followers, 21.5K engagements


"Anyone got some Tegus Transcripts on $EVO.ST Drop me a DM"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1934618286152450406) 2025-06-16 14:25:17 UTC 18.5K followers, 4099 engagements


"Is there any evidence that $EVO.ST s largest shareholder is a forced seller because of ESG"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1921299206796451870) 2025-05-10 20:20:01 UTC 18.5K followers, 22.7K engagements


"@DK2e5 Its a recurring business. So quality of earnings shouldnt be too difficult"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1944445498816909322) 2025-07-13 17:15:07 UTC 18.5K followers, XXX engagements


"You won't always have a track record. Sometimes the business starts to improve and generate cash. So what's next Easy when you see a XXX% capital return policy or good m&a in the past. Have a look at $TBTC. How would you assess quality of management here Great business cheap"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1945826013658886633) 2025-07-17 12:40:48 UTC 18.5K followers, 1328 engagements


"I don't get it. Why is $EVO.ST trading where it's trading Revenue growing EBITDA growing margins expanding but valuation declining for the last X years. Does the market expects more scrutiny from regulators or anything different"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1935007103376036233) 2025-06-17 16:10:18 UTC 18.5K followers, 34.4K engagements


"@david_katunaric $NTWK no one talking about this small software company with insider purchases and announced share buyback"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1945537805607743517) 2025-07-16 17:35:33 UTC 18.5K followers, 2574 engagements


"I'm sitting on a pile of cash. Ready to be fully deployed. Any recommendations XXX wired to your bank account If I buy the stock. Criteria: road to be a 2x in X years (FCF Yield + EPS growth + multiple expansion) no large caps no commodities. Exit P/E multiple no higher than 15x"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1792906744194027602) 2024-05-21 13:14:13 UTC 18.5K followers, 352.8K engagements


"Are there any software investors similar to $CSU.TO that do acquisitions in South Africa I just got approached by an old contact who owns a verticalized ERP software company and is looking for an exit"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1936702280910221410) 2025-06-22 08:26:20 UTC 18.5K followers, 11.2K engagements


"@27XVII Not sure if I count as an expert but as a former $CSU.TO employee I might have something to add to your question in case you want having a chat"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1940882566648893951) 2025-07-03 21:17:18 UTC 18.5K followers, XXX engagements


"After researching hundreds of companies Ive realized that the hardest part of investing is finding capable management teams. Thats why I now try to speak with management earlybefore committing to deep research. Ive lost count of how many cheap high-quality businesses Ive passed on simply because they were run by poor capital allocators. In my view even a great business becomes a bad investment in the wrong hands. Think about it: in many cases all they need to do is return capital to shareholders. Instead they choose to reinvest at low IRRs"  
![@Investmentideen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1286970539354054656.png) [@Investmentideen](/creator/x/Investmentideen) on [X](/post/tweet/1945806929303077359) 2025-07-17 11:24:57 UTC 18.5K followers, 62.2K engagements