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[@NickCortellucci](/creator/twitter/NickCortellucci)
"$FFH.TO Unchanged Compounding well as expected. ROE remains solid and stock is discounted to peers on all metrics. Again lots of smarter accounts on here writing about FFH @TidefallCapital @BrownMarubozu @VikingVan100"  
![@NickCortellucci Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::556356500.png) [@NickCortellucci](/creator/x/NickCortellucci) on [X](/post/tweet/1939866014470312147) 2025-07-01 01:57:53 UTC XXX followers, 1805 engagements


"@BrokenClockCap @Atrium_Research We love $MDA.TO and own a large position personally. It is not a small-cap anymore so that is why we did not include it"  
![@NickCortellucci Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::556356500.png) [@NickCortellucci](/creator/x/NickCortellucci) on [X](/post/tweet/1947758575226397079) 2025-07-22 20:40:06 UTC XXX followers, XX engagements


"Q2 Portfolio Update YTD Performance: +23% 3-Year CAGR: XX% $TVK.TO XX% $FFH.TO XX% $MDA.TO XX% $PNG.V X% $VLN.TO X% $HPS.A X% $CSU.TO X% $FTG.TO X% $TGH.V X% $IMP.TO X% $ZDC.V X% $PPIH X% $BDT.TO X% $LOVE.V X% Thoughts on each below 💭"  
![@NickCortellucci Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::556356500.png) [@NickCortellucci](/creator/x/NickCortellucci) on [X](/post/tweet/1939865654951116887) 2025-07-01 01:56:27 UTC XXX followers, 24.3K engagements


"Big contract announcement from $DRX.TO. Increasing our target price. +30% today"  
![@NickCortellucci Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::556356500.png) [@NickCortellucci](/creator/x/NickCortellucci) on [X](/post/tweet/1948070331870249210) 2025-07-23 17:18:55 UTC XXX followers, 3311 engagements


"Some thoughts on the growing defence sector and a list of small-caps which we believe are key beneficiaries 👇 $CGY.TO $OML.V $OPXS $MPTI $BOSC $ISSC $CODA"  
![@NickCortellucci Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::556356500.png) [@NickCortellucci](/creator/x/NickCortellucci) on [X](/post/tweet/1947351663355760988) 2025-07-21 17:43:11 UTC XXX followers, 5607 engagements

[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.]

@NickCortellucci "$FFH.TO Unchanged Compounding well as expected. ROE remains solid and stock is discounted to peers on all metrics. Again lots of smarter accounts on here writing about FFH @TidefallCapital @BrownMarubozu @VikingVan100"
@NickCortellucci Avatar @NickCortellucci on X 2025-07-01 01:57:53 UTC XXX followers, 1805 engagements

"@BrokenClockCap @Atrium_Research We love $MDA.TO and own a large position personally. It is not a small-cap anymore so that is why we did not include it"
@NickCortellucci Avatar @NickCortellucci on X 2025-07-22 20:40:06 UTC XXX followers, XX engagements

"Q2 Portfolio Update YTD Performance: +23% 3-Year CAGR: XX% $TVK.TO XX% $FFH.TO XX% $MDA.TO XX% $PNG.V X% $VLN.TO X% $HPS.A X% $CSU.TO X% $FTG.TO X% $TGH.V X% $IMP.TO X% $ZDC.V X% $PPIH X% $BDT.TO X% $LOVE.V X% Thoughts on each below 💭"
@NickCortellucci Avatar @NickCortellucci on X 2025-07-01 01:56:27 UTC XXX followers, 24.3K engagements

"Big contract announcement from $DRX.TO. Increasing our target price. +30% today"
@NickCortellucci Avatar @NickCortellucci on X 2025-07-23 17:18:55 UTC XXX followers, 3311 engagements

"Some thoughts on the growing defence sector and a list of small-caps which we believe are key beneficiaries 👇 $CGY.TO $OML.V $OPXS $MPTI $BOSC $ISSC $CODA"
@NickCortellucci Avatar @NickCortellucci on X 2025-07-21 17:43:11 UTC XXX followers, 5607 engagements

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