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

Better Nest posts on X about $amzn, $lode, $ibkr, $goog 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 [------] +72%
- [--] Month [-------] +112%
- [--] Months [-------] +32%
- [--] Year [---------] +9.40%

### 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 [--] -4.30%
- [--] Month [---] +22%
- [--] Months [---] +33%
- [--] Year [---] +75%

### 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)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services) 

**Social topic influence**
[$amzn](/topic/$amzn), [$lode](/topic/$lode) #3, [$ibkr](/topic/$ibkr), [$goog](/topic/$goog), [$bur](/topic/$bur), [stocks](/topic/stocks), [growth](/topic/growth), [$libv](/topic/$libv) #3, [if you](/topic/if-you), [$msft](/topic/$msft)

**Top accounts mentioned or mentioned by**
[@nocapcap](/creator/undefined) [@pythiar](/creator/undefined) [@rodbhar](/creator/undefined) [@bizalmanac](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@uzocapital](/creator/undefined) [@ragingbullcap](/creator/undefined) [@deepvalueco](/creator/undefined) [@compoundpapi](/creator/undefined) [@jonathankeith2](/creator/undefined) [@laissezfaire416](/creator/undefined) [@stocktalk416](/creator/undefined) [@plasticnewt3](/creator/undefined) [@everyonehatesp1](/creator/undefined) [@chrisinmontreal](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@cj0pp3l](/creator/undefined) [@stephenframpto9](/creator/undefined) [@pedrolamento](/creator/undefined) [@siyul](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Burford Capital Limited (BUR)](/topic/$bur) [Microsoft Corp. (MSFT)](/topic/$msft) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Avantor, Inc. (AVTR)](/topic/$avtr) [4 (FOUR)](/topic/$four) [Mastercard, Inc. (MA)](/topic/$ma) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Grand Base (GB)](/topic/$gb) [Airbloc (ABL)](/topic/$abl) [American Tower Corp (AMT)](/topic/$amt) [PAC Protocol (PAC)](/topic/$pac) [Colliers International Group Inc. Subordinate Voting Shares (CIGI)](/topic/$cigi) [Evotec SE (EVO)](/topic/$evo) [Data Lake (LAKE)](/topic/$lake) [Decentral Games (DG)](/topic/$dg) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Shopify Inc (SHOP)](/topic/$shop) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Dreamcoin (DRM)](/topic/$drm) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CPRT Copart Inc"  
[X Link](https://x.com/NestBetter/status/1418758778980286464)  2021-07-24T02:23Z [----] followers, [--] engagements


"$KASPI Kaspi"  
[X Link](https://x.com/NestBetter/status/1419623622017171463)  2021-07-26T11:40Z [----] followers, [--] engagements


"$SHVA Automatic Bank Services Ltd"  
[X Link](https://x.com/NestBetter/status/1448624009084604416)  2021-10-14T12:17Z [----] followers, [--] engagements


"@SvnCapital Hi @SvnCapital listened to your podcast on $SHVA and loved it Any idea why cash usage is so much higher in Israel"  
[X Link](https://x.com/NestBetter/status/1448782491079389187)  2021-10-14T22:47Z [----] followers, [--] engagements


"Governor Lael Brainard "Private Money and Central Bank Money as Payments Go Digital: an Update on CBDCs" May [--] [----] Tell me again how the Fed isn't explicitly disintermediating $V / $MA on C2B H/T @Voorcompagnies"  
[X Link](https://x.com/NestBetter/status/1465060280937992204)  2021-11-28T20:49Z [----] followers, [--] engagements


"$AVLR Avalara Inc"  
[X Link](https://x.com/NestBetter/status/1483581947347705856)  2022-01-18T23:27Z [----] followers, [--] engagements


"If the ruble goes no bid + Russia starts reneging on international loans and contracts / defaulting - won't there be contagion Is this not a potential Lehman [---] moment"  
[X Link](https://x.com/NestBetter/status/1497773007896563712)  2022-02-27T03:18Z [----] followers, [--] engagements


"$AMT - one hell of a compounder"  
[X Link](https://x.com/NestBetter/status/1498812089519030282)  2022-03-02T00:07Z [----] followers, [--] engagements


"It did not as it turns out now down 30%. It's on my watchlist hoping to pick up at 4% NTM FCF yield $FSV Does FirstService $FSV deserve to trade for 26x forward EBITDA and 40x forward EBIT Does FirstService $FSV deserve to trade for 26x forward EBITDA and 40x forward EBIT"  
[X Link](https://x.com/NestBetter/status/1500679520147460098)  2022-03-07T03:47Z [----] followers, [--] engagements


"Kinda interesting $SPGI/ $MCO had traded in a pretty defined band for 5+ years"  
[X Link](https://x.com/NestBetter/status/1502116601906315283)  2022-03-11T02:58Z [----] followers, [--] engagements


"$KKR KKR & Co Inc"  
[X Link](https://x.com/NestBetter/status/1504636677389787137)  2022-03-18T01:51Z [----] followers, [--] engagements


"$GIG $GIGSEK Gaming Innovation Group Inc"  
[X Link](https://x.com/NestBetter/status/1526695651274260480)  2022-05-17T22:46Z [----] followers, [--] engagements


"So about those metaverse real estate prices"  
[X Link](https://x.com/NestBetter/status/1527056329755480064)  2022-05-18T22:39Z [----] followers, [--] engagements


"Crowdsourcing: Looking for a top-line royalty companies preferably in a defensive non-cyclical sector which is a net beneficiary from inflation. Classic example would be something like $V (although not a fan). Any ideas"  
[X Link](https://x.com/NestBetter/status/1528169462482059266)  2022-05-22T00:22Z [----] followers, [--] engagements


"Kansas City Fed out with a good paper on Retail CBDC coming first to EM countries probably developed countries later on. Payments including cross border are trending towards free and instant. Lower friction less working capital requirements. $V $MA https://www.kansascityfed.org/research/payments-system-research-briefings/assessing-the-case-for-retail-cbdcs-central-banks-considerations/ https://www.kansascityfed.org/research/payments-system-research-briefings/assessing-the-case-for-retail-cbdcs-central-banks-considerations/"  
[X Link](https://x.com/NestBetter/status/1531472452622106624)  2022-05-31T03:07Z [----] followers, [--] engagements


"$BLK looks cheap here"  
[X Link](https://x.com/NestBetter/status/1537241832236544000)  2022-06-16T01:13Z [----] followers, [--] engagements


"$ICE Intercontinental Exchange Inc"  
[X Link](https://x.com/NestBetter/status/1548808283833745408)  2022-07-17T23:14Z [----] followers, [--] engagements


"$GOOG under preforming $QQQ people getting out ahead of $SNAP"  
[X Link](https://x.com/NestBetter/status/1549223325171326976)  2022-07-19T02:43Z [----] followers, [--] engagements


"Amazing how the shape of the yield curve has changed from the start of the year until now yet the $SPY is down only 10.6% YTD"  
[X Link](https://x.com/NestBetter/status/1558205153609760771)  2022-08-12T21:33Z [----] followers, [--] engagements


"$TMO Thermo Fisher Scientific Inc"  
[X Link](https://x.com/NestBetter/status/1560823538520657921)  2022-08-20T02:58Z [----] followers, [--] engagements


"$OMAB Grupo Aeroportuario Centro Norte S.A.B. de C.V. $PAC Grupo Aeroportuario del Pacfico S.A.B. de C.V"  
[X Link](https://x.com/NestBetter/status/1562207855696125952)  2022-08-23T22:39Z [----] followers, [--] engagements


"Anyone like / done the work on Ulta Beauty Inc. $ULTA Looks interesting just from the financials. 15.5% topline growth CAGR over the past decade while meaningfully reducing shares at 19x Fwd earnings"  
[X Link](https://x.com/NestBetter/status/1564029359064858629)  2022-08-28T23:17Z [----] followers, [--] engagements


"$ULTA Ulta Beauty Inc"  
[X Link](https://x.com/NestBetter/status/1564807624092258307)  2022-08-31T02:49Z [----] followers, [--] engagements


"You take a look at SG&A as a % of GP Revenue growth rates and Normalized PE moat reinvestment ops pricing power $MSFT dominates in every way. $MSFT $ADBE $CRM $ADSK Evergreen just buy $MSFT Evergreen just buy $MSFT"  
[X Link](https://x.com/NestBetter/status/1570562028435308544)  2022-09-15T23:55Z [----] followers, [--] engagements


"$MFC Price follows earnings sometimes"  
[X Link](https://x.com/NestBetter/status/1571592961116475392)  2022-09-18T20:12Z [----] followers, [--] engagements


"@FiveSigmaCap What's the marketcap / shares outstanding atm Not clear"  
[X Link](https://x.com/NestBetter/status/1598709693710475265)  2022-12-02T16:04Z [----] followers, [--] engagements


"$VRRM Verra Mobility Corp"  
[X Link](https://x.com/NestBetter/status/1603940700533321728)  2022-12-17T02:30Z [----] followers, [----] engagements


"@AdamSilverm Growth aside you're comparing an perpetual asset with a 1y treasury - gotta semi-match duration"  
[X Link](https://x.com/NestBetter/status/1604313272752250880)  2022-12-18T03:11Z [----] followers, [---] engagements


"$AVTR Avantor Inc"  
[X Link](https://x.com/NestBetter/status/1604673809461682176)  2022-12-19T03:03Z [----] followers, [----] engagements


"Thanks for the names half decent ones: $TVK.TO $AVTR $LEAT $FC decent GARP - not pound table The spec play on $PBR.A looks interesting but outside my circle of competence Any stocks which are "pound the table" levels attractive Stuck in front of a laptop due to C-19 need some homework. 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/1604730056600961025)  2022-12-19T06:47Z [----] followers, [----] engagements


"Just started looking at but $AVTR looks pretty compelling: - Topline inflecting '23 C-19 comps roll off - 4-6% organic long term revenue growth - 0.5-1% EBIT margin improvement /y next [--] - 7% FCF yield Probable mid-high teens IRRs before - tuck in acquisitions - closing mtpl gap"  
[X Link](https://x.com/NestBetter/status/1604893171342876672)  2022-12-19T17:35Z [----] followers, [----] engagements


"@contralculator @LeveragedBunny @PythiaR @YHamiltonBlog Anyone know why $AVTR is this cheap I am a rookie on this name but what am I missing Have at 4% weighting but I should probs dig deeper and size up"  
[X Link](https://x.com/NestBetter/status/1612928712420519941)  2023-01-10T21:45Z [----] followers, [---] engagements


"$BAM +11.6% YTD"  
[X Link](https://x.com/NestBetter/status/1613931472573939720)  2023-01-13T16:10Z [----] followers, [----] engagements


"Never got any cheaper good one for the watchlist $ULTA $ULTA Ulta Beauty Inc - Looking attractive here hoping it gets dragged down with the market: The cosmetics industry is a GDP+ industry with an expected 5-6% CAGR over the next decade. Within that $ULTA's "Specialty beauty" segment is taking share 1/x https://t.co/8qUns97OG7 $ULTA Ulta Beauty Inc - Looking attractive here hoping it gets dragged down with the market: The cosmetics industry is a GDP+ industry with an expected 5-6% CAGR over the next decade. Within that $ULTA's "Specialty beauty" segment is taking share 1/x"  
[X Link](https://x.com/NestBetter/status/1615028720372416519)  2023-01-16T16:50Z [----] followers, [----] engagements


"$CVS looks cheap is it a buy"  
[X Link](https://x.com/NestBetter/status/1627064546056871938)  2023-02-18T21:56Z [----] followers, [----] engagements


"@happyhr10 Why not buy futures contracts Mining is one of the few industries worse than autos lol"  
[X Link](https://x.com/NestBetter/status/1627388724148416512)  2023-02-19T19:24Z [----] followers, [---] engagements


"@CuiBonoCapital Nice what's the story here"  
[X Link](https://x.com/NestBetter/status/1627412547337945092)  2023-02-19T20:59Z [----] followers, [----] engagements


"$IBKR Interactive Brokers Group Inc"  
[X Link](https://x.com/NestBetter/status/1631813028512505859)  2023-03-04T00:25Z [----] followers, [---] engagements


"$V $MA https://www.republicworld.com/world-news/rest-of-the-world-news/indonesia-to-pull-the-plug-on-visa-and-mastercard-president-calls-them-a-problem-articleshow.html https://www.republicworld.com/world-news/rest-of-the-world-news/indonesia-to-pull-the-plug-on-visa-and-mastercard-president-calls-them-a-problem-articleshow.html"  
[X Link](https://x.com/NestBetter/status/1638361210205745155)  2023-03-22T02:05Z [----] followers, 25.7K engagements


"Any good write-ups out there on Charles River Laboratories International $CRL Looks interesting"  
[X Link](https://x.com/NestBetter/status/1640141016475811841)  2023-03-26T23:57Z [----] followers, [----] engagements


"$CRL Charles River Laboratories International Inc"  
[X Link](https://x.com/NestBetter/status/1640143453949509634)  2023-03-27T00:07Z [----] followers, [----] engagements


"Q1-23 +12.4% YTD $BN.TO $EVVTY $SU.TO $DRM.TO $AD.TO $CVE.TO $AVTR $CIGI.TO $ENB.TO $TA.TO $OMAB $PAC $IBKR $plc.TO $MFC.TO $TVK.TO $META Cash"  
[X Link](https://x.com/NestBetter/status/1641958031733800962)  2023-04-01T00:17Z [----] followers, 11.6K engagements


"$AVTR +4 today looking like guidance revision was a bottom $AVTR +5% yes I know there are lots of stale disappinted longs but hard to argue this isn't good R/R from there levels for new owners (myself included) $AVTR +5% yes I know there are lots of stale disappinted longs but hard to argue this isn't good R/R from there levels for new owners (myself included)"  
[X Link](https://x.com/NestBetter/status/1653098270711767062)  2023-05-01T18:05Z [----] followers, [----] engagements


"https://mrmarketmiscalculates.substack.com/p/dcc-plcutm_source=substack&utm_medium=email https://mrmarketmiscalculates.substack.com/p/dcc-plcutm_source=substack&utm_medium=email"  
[X Link](https://x.com/NestBetter/status/1653934144185835520)  2023-05-04T01:26Z [----] followers, [---] engagements


"@cckanaan The CEO who holds most of his $ in $DRM.TO just announced he is selling down $DRM.TO's stake in $D.UN if the CEO doesn't want to hold $D.UN why should shareholders"  
[X Link](https://x.com/NestBetter/status/1654319722937081856)  2023-05-05T02:58Z [----] followers, [---] engagements


"@cckanaan And yes. $D.UN will probably go up tommorow but the signaling here by the $DRM is awful"  
[X Link](https://x.com/NestBetter/status/1654320941873111041)  2023-05-05T03:03Z [----] followers, [---] engagements


"Good $LOW writeup https://eaglepointcapital.substack.com/p/lowes-and-a-valuation-framework https://eaglepointcapital.substack.com/p/lowes-and-a-valuation-framework"  
[X Link](https://x.com/NestBetter/status/1659717555970252803)  2023-05-20T00:27Z [----] followers, [---] engagements


"Can't get there with rates where they are $AMT $AMT hugging [--] week lows maybe time to re-run the numbers on this one again down here still don't love the debt level $AMT hugging [--] week lows maybe time to re-run the numbers on this one again down here still don't love the debt level"  
[X Link](https://x.com/NestBetter/status/1662989345446404098)  2023-05-29T01:08Z [----] followers, [----] engagements


"@sinstockpapi Kinda a sketchy name don't really like management more legally bulletproof valeant. Idk it's cheap it probably works as well. $CIGI you also get to ride future transaction uptick (on CRE side) but with better management and less sketchiness"  
[X Link](https://x.com/NestBetter/status/1666159099740815405)  2023-06-06T19:04Z [----] followers, [---] engagements


"$CIGI: 13x cyclically depressed earnings management grows earnings mid teens Mid to high teens IRR"  
[X Link](https://x.com/NestBetter/status/1669182123108868099)  2023-06-15T03:16Z [----] followers, [---] engagements


"$AVTR this. Mid to high teens IRR https://x.com/NestBetter/status/1604893171342876672s=20 Just started looking at but $AVTR looks pretty compelling: - Topline inflecting '23 C-19 comps roll off - 4-6% organic long term revenue growth - 0.5-1% EBIT margin improvement /y next [--] - 7% FCF yield Probable mid-high teens IRRs before - tuck in acquisitions - closing mtpl gap https://t.co/FkrPy8rdsh https://x.com/NestBetter/status/1604893171342876672s=20 Just started looking at but $AVTR looks pretty compelling: - Topline inflecting '23 C-19 comps roll off - 4-6% organic long term revenue growth -"  
[X Link](https://x.com/NestBetter/status/1669183856577073152)  2023-06-15T03:23Z [----] followers, [---] engagements


"@bizalmanac $CIGI I like here specifically b/c trough multiple on trough earnings + as you say track record still need to dig deeper on $brdg"  
[X Link](https://x.com/NestBetter/status/1669184739859746816)  2023-06-15T03:27Z [----] followers, [---] engagements


"@FundasyInvestor Everyday I wake up and wonder why $EVO is as cheap as it is"  
[X Link](https://x.com/NestBetter/status/1669349612816338944)  2023-06-15T14:22Z [----] followers, [--] engagements


"@ErnestWongBWM Why $DOL.to over $DG. Is the multiple premium on $DOL.to vs $DG warranted"  
[X Link](https://x.com/NestBetter/status/1669432155523682304)  2023-06-15T19:50Z [----] followers, [--] engagements


"Going to victory lap this $D.UN $DRM.TO - if you still hold $D.UN god help you the big guy is fireselling"  
[X Link](https://x.com/NestBetter/status/1671174310868791298)  2023-06-20T15:46Z [----] followers, [----] engagements


"Bought some $TMO finally so can confirm more downside ahead for those wondering"  
[X Link](https://x.com/NestBetter/status/1674584961859420162)  2023-06-30T01:05Z [----] followers, [--] engagements


"@bizalmanac Have more $AVTR had a [--] turn earnings discount when I bought tightened to [--] turns now hoping it keeps outperforming relatively to shift some over"  
[X Link](https://x.com/NestBetter/status/1674586968124977152)  2023-06-30T01:13Z [----] followers, [--] engagements


"@sinstockpapi Is this 1) $TMO /$DHR vs 2) $DND.TO"  
[X Link](https://x.com/NestBetter/status/1674635233969184769)  2023-06-30T04:31Z [----] followers, [---] engagements


"Q2-2023 +9ish YTD Pretty happy with what I hold probably won't make many trades for the remainder of the year. $BN.TO $EVVTY $DRM.TO $SU.TO $AD.UN $CIGI.TO $IMCDY $AVTR $TMO $IBKR $TVK.TO $OMAB $CVE.TO $OTCM $PAC $ULTA $MFC.TO"  
[X Link](https://x.com/NestBetter/status/1674886402926944256)  2023-06-30T21:03Z [----] followers, 13.2K engagements


"@StockTalk416 One thing I have been wondering but haven't worked out: what's the intrinsic value of $DRM with rates permanently at say 5% Avg cap rate across $DRM various properties is [---] or something"  
[X Link](https://x.com/anyuser/status/1675152103428243457)  2023-07-07T22:50Z [--] followers, [---] engagements


"@MWG_Jamie Anything I'm missing Seems dirt cheap"  
[X Link](https://x.com/NestBetter/status/1678241687766724608)  2023-07-10T03:21Z [----] followers, [---] engagements


"$Ulta +20% from recent lows never should have been down there"  
[X Link](https://x.com/NestBetter/status/1678820246293999616)  2023-07-11T21:28Z [----] followers, [----] engagements


"@sinstockpapi Problem is I already own one and it's already getting woodsheded #DRMBagholders 🤣"  
[X Link](https://x.com/NestBetter/status/1679205509243494400)  2023-07-12T19:18Z [----] followers, [---] engagements


"$LNR.TO So mobility is 75% of revenue mobility operating margin is at 4.6% management is telling you this is a trough and it's going to 7-10% over next [--]. 7-10% on last year mobility revenue would have been 120-300 of incremental EBIT on [----] and a 20-50% boost in earnings"  
[X Link](https://x.com/NestBetter/status/1679268325405196288)  2023-07-12T23:49Z [----] followers, [----] engagements


"Meanwhile the company is guiding to double digit topline growth for at least the next two years and trades at 10x LTM depressed earnings"  
[X Link](https://x.com/NestBetter/status/1679268329284947969)  2023-07-12T23:49Z [----] followers, [---] engagements


"@marc_slans All 15%+ IRRs over next 5+ years enjoy $BN.TO $EVVTY $DRM.TO $SU.TO $AD.UN $CIGI.TO $IMCDY $AVTR $TMO $IBKR $TVK.TO $OMAB $CVE.TO $OTCM $PAC $ULTA $MFC.TO"  
[X Link](https://x.com/NestBetter/status/1679909842830360578)  2023-07-14T17:44Z [----] followers, [----] engagements


"@marc_slans Can probably add all the other alts $BX $KKR etc etc other life science related names $DHR $CRL. Stuff like $FFH.TO probs $MKTX idk there is alot of really good value out there could prob name 40+ stocks 15%+ IRR from there need to wittle down to comfort + conviction"  
[X Link](https://x.com/NestBetter/status/1679920757067874314)  2023-07-14T18:28Z [----] followers, [---] engagements


"Been searching for almost a year now still haven't found a stock with higher fwd expected returns than $EVO / $EVVTY (despite the stock being up 58% from that post) Anyone own a stock with a higher expected [--] year return than $EVO / $EVVTY It's tough to find. Anyone own a stock with a higher expected [--] year return than $EVO / $EVVTY It's tough to find"  
[X Link](https://x.com/NestBetter/status/1681504072795320320)  2023-07-19T03:19Z [----] followers, [----] engagements


"@sinstockpapi Supply of housing is (relatively) fixed on the short run. Demand in the form of willingness to use + avalibillity + price of credit is the overwhelming factor. C19 years (2020+2021) showed this most starkly - lowest net migrations but largest price increases"  
[X Link](https://x.com/NestBetter/status/1683935830769803270)  2023-07-25T20:22Z [----] followers, [--] engagements


"@Rodbhar That's not true looking historically office has had very very brutal downturns when oversupply during a recession and this is arguably the most glut there has been and we haven't entered recession. Core toronto office got annihilated late 80s early 90s"  
[X Link](https://x.com/NestBetter/status/1694362299463532913)  2023-08-23T14:53Z [----] followers, [--] engagements


"@Jonathan_Keith2 Just re-readong your work it's well done $BPY was and is a complete mess shareholders lucked out getting bailed out by the parent Ironically even recognizing the BPY mess I'm long $BN in size Their other LPs are fine and they can asset gather with BIP/BEP/BBU at will"  
[X Link](https://x.com/NestBetter/status/1694570175389893074)  2023-08-24T04:39Z [----] followers, [---] engagements


"Really wish brookfield ran $BEP $BIP $BBU with a turn or two less leverage"  
[X Link](https://x.com/NestBetter/status/1695270687890350127)  2023-08-26T03:03Z [----] followers, [----] engagements


"@Robber_Baroness @pillbo_baggins_ @rslaneff @JerryCap @NapkinCapital EPI flopped and FedNow quiet"  
[X Link](https://x.com/NestBetter/status/1695974970780745773)  2023-08-28T01:41Z [----] followers, [--] engagements


"@Robber_Baroness @pillbo_baggins_ @rslaneff @JerryCap @NapkinCapital Any actual announcements on cbdc also where the the big FedNow C2B announcement They partnered with the right folks (square but nothing yet"  
[X Link](https://x.com/NestBetter/status/1695978300630241635)  2023-08-28T01:55Z [----] followers, [--] engagements


"@AJButton2 They've taken up the debt on $BEP/BIP/BBU the past two quarters a couple turns higher than where I'd like to see them. BPYs stand alone fillings look like utter trash somehow FFO is now negative while BPG is reporting very good looking numbers"  
[X Link](https://x.com/NestBetter/status/1696192868099014659)  2023-08-28T16:07Z [----] followers, 11K engagements


"@Rodbhar Sure net it out they still have negative FFO and even more negative AFFO - that's kinda sad esp given office rents probably contract from here and aggregate interest rate on debt is going up"  
[X Link](https://x.com/NestBetter/status/1696206861370818612)  2023-08-28T17:03Z [----] followers, [--] engagements


"Financing costs triple on highly leveraged LP Investments yet it's marked up 24% y/y"  
[X Link](https://x.com/NestBetter/status/1696700316740145398)  2023-08-30T01:44Z [----] followers, [---] engagements


"Ecommerce immune argument out the window $DG"  
[X Link](https://x.com/NestBetter/status/1697341847868211646)  2023-08-31T20:13Z [----] followers, [----] engagements


"@LogicalThesis Curious why did you chop $EVO in half"  
[X Link](https://x.com/NestBetter/status/1697809577725534224)  2023-09-02T03:12Z [----] followers, [--] engagements


"$IBKR "Interactive Brokers Is Reasonably Priced Even In A ZIRP Environment" https://seekingalpha.com/article/4632790-interactive-brokers-stock-reasonably-priced-even-in-zirp-environmentsource=content_type%3Aall%7Cauthor_id%3A104257%7Cauthor_slug%3Avalue-vault%7Cfirst_level_url%3Aauthor%7Csection_asset%3Aprofile_page_author_analysis%7Csection%3Aprofile_page_author"  
[X Link](https://x.com/NestBetter/status/1698332601398755520)  2023-09-03T13:50Z [----] followers, [---] engagements


"@CJ0pp3l I'll be shocked if this name doesn't produce a market beating return given this starting valuation - good time to get long too given LMS is set to resume distribution and they have the large new investment you've QT'd here run-rate cash flow numbers should look 👌"  
[X Link](https://x.com/NestBetter/status/1698541938775912491)  2023-09-04T03:42Z [----] followers, [---] engagements


"@Jjs24Jjs @CJ0pp3l No the chart looks like it thought because historically they distributed almost all FCF as a dividend and they have had a major multiple contraction. Now the dividend + payout ratio are right sized"  
[X Link](https://x.com/NestBetter/status/1698687867155866001)  2023-09-04T13:22Z [----] followers, [--] engagements


"@Bonhoeffer_KDS @CJ0pp3l For sure no arguments there but there is a price for everything alaris has a 13% run rate FCF yield organically grows 3% and is all goes will will be scaling to using OPM within the next 12-24 months"  
[X Link](https://x.com/NestBetter/status/1698835144583287150)  2023-09-04T23:07Z [----] followers, [---] engagements


"Have been looking more at $DRR.UN and it's one of the few REITs which is actually interesting and cheapish given prevailing rates Reminds me alot of the situation with $HOM.UN when it IPO'd trading at a large discount to peers and re-rated to a peer multiple in a couple of years $DRR.U $DRR.UN Dream Residential REIT - High occupancy clear growth (albeit steady) no near-term maturities low leverage fixed rate debt half the FFO multiple of peers (10x vs 20x) 60% discount to book 6% yield 60% payout ratio buybacks. Am I missing something $DRR.U $DRR.UN Dream Residential REIT - High occupancy"  
[X Link](https://x.com/NestBetter/status/1699843717606101090)  2023-09-07T17:54Z [----] followers, [----] engagements


"The discount here is larger but I also think most resi REITs are too expensive for prevailing rates. $DRR.UN is sub 10x EV/EBITDA other resi reits are 17-25 I think $DRR.UN can split the diffrence here and re-rate to 15x. Understand some discount given small size"  
[X Link](https://x.com/NestBetter/status/1699843719820677470)  2023-09-07T17:54Z [----] followers, [---] engagements


"@borrowed_ideas How much of a threat is Temu These wallet share gains from $DG customers in very impressive if this is even ballpark accurate https://x.com/yipitdata/status/1697338854645105136 Temu keeps scaling and our clients are taking note. Rough wallet share analysis shows discount retailers such as $DG reporting this morning are starting to feel the wallet share gains by Temu. https://t.co/XuNBue2EFL https://x.com/yipitdata/status/1697338854645105136 Temu keeps scaling and our clients are taking note. Rough wallet share analysis shows discount retailers such as $DG reporting this"  
[X Link](https://x.com/NestBetter/status/1699943484466004254)  2023-09-08T00:31Z [----] followers, [----] engagements


"@chrisinmontreal Idk why you like this name so much 17x EV/EBTIDA isn't a bargin price can own sunbelt resi RE via $drr.u @ 9.5x EV/EBITDA and not deal with all the office headwinds $D.UN still doesn't even look remotely cheap lol"  
[X Link](https://x.com/NestBetter/status/1700212607863398407)  2023-09-08T18:20Z [----] followers, [----] engagements


"@chrisinmontreal Truth is there is near [--] bid in the office market if they could sell for anywhere close to NAV they would"  
[X Link](https://x.com/NestBetter/status/1700216320158040162)  2023-09-08T18:35Z [----] followers, [---] engagements


"@chrisinmontreal The Office bust in the late 1980s was very very bad and the setup today is much worse.by [----] vacancies wete at 18%.we are almost there and we haven't had a recession lol"  
[X Link](https://x.com/NestBetter/status/1700216884296057013)  2023-09-08T18:37Z [----] followers, [---] engagements


"@chrisinmontreal It's 17X EV/EBITDA and meanwhile office financing is at 6%+. What do you think this should trade at on an EV/EBITDA basis To me this is somewhat expensive valuation given financing rates and declining occupancy & rental income. I'll be shocked if it doesn't head lower"  
[X Link](https://x.com/NestBetter/status/1700306300523982890)  2023-09-09T00:33Z [----] followers, [---] engagements


"@chrisinmontreal $HOM.UN for example is another sunbelt resi REIT exact same EV/EBITDA - why would an investor choose $D.UN and ensure falling occupancy and weak to no rent growth"  
[X Link](https://x.com/NestBetter/status/1700307272033816780)  2023-09-09T00:36Z [----] followers, [---] engagements


"@orrdavid Looking good overlap on $OMAB $MC $IBKR going to look up some of your other holdings"  
[X Link](https://x.com/NestBetter/status/1703614817372889341)  2023-09-18T03:39Z [----] followers, [---] engagements


"@PythiaR There's alot of costs associated with the their many acquisitions which get adjusted out in their non-gaap #s which make their GAAP FCF look less impressive - those costs seem reasonable. On a GAAP basis this company looks like garbage underlying earnings power should be higher"  
[X Link](https://x.com/NestBetter/status/1703834638827868497)  2023-09-18T18:13Z [----] followers, [----] engagements


"@PythiaR Admitantly I don't know the name as well as others (small position for me) but I see nothing wrong in their GAAP to non-GAAP bridging. I mean look at sleepier $SCI vs $PLC.TO $SCI EBIT margins are double that's where $PLC.to is on a normallized basis (where adjusted #s point)"  
[X Link](https://x.com/NestBetter/status/1703838184713445870)  2023-09-18T18:27Z [----] followers, [---] engagements


"@PythiaR Target pro-forma EBIDTA acquisition range is 6-8x; really don't think you can fairly judge this via GAAP need to have an opinion on validity of GAAP to non-GAAP bridging. Look at peer comp $SCI normallize EBIT margins are much higher"  
[X Link](https://x.com/NestBetter/status/1703840771856633985)  2023-09-18T18:37Z [----] followers, [---] engagements


"@TidefallCapital I'm OK with that they had a premium valuation and were buying at (they claim) 6-8x ebitda share price down dilution has come down to"  
[X Link](https://x.com/NestBetter/status/1703842729728286765)  2023-09-18T18:45Z [----] followers, [----] engagements


"@Zillij2 Alot of that is goodwill via acquisitions and if you trust management than ROA/ROE should be calculated w/ adjusted earnings they had a premium share price and could pay up for targets - overpaid during C19"  
[X Link](https://x.com/NestBetter/status/1703852003334525386)  2023-09-18T19:22Z [----] followers, [---] engagements


"@Zillij2 Look at $SCI to see nomallized #s for this biz"  
[X Link](https://x.com/NestBetter/status/1703852116056416527)  2023-09-18T19:22Z [----] followers, [---] engagements


"Somehow the S&P500 will trade sideways for [--] years and active investors will still blame the Fed for underpreforming"  
[X Link](https://x.com/NestBetter/status/1704591340212772930)  2023-09-20T20:20Z [----] followers, [---] engagements


"@ryankalt Makes no sense they are borrowing at 9.5% yet investors are willing to value the company at 14x EV/EBITDA lol"  
[X Link](https://x.com/NestBetter/status/1705295813700661279)  2023-09-22T18:59Z [----] followers, [--] engagements


"@LongHillRoadCap $IBKR on both (with the margins having more variance but generally higher)"  
[X Link](https://x.com/NestBetter/status/1705310004524261650)  2023-09-22T19:56Z [----] followers, [----] engagements


"@buckbid Decent amount of EM exposure & leverage raises low risk profile imo perennial question of why own over $BN"  
[X Link](https://x.com/NestBetter/status/1705336426911387775)  2023-09-22T21:41Z [----] followers, [---] engagements


"One month to go $D.un vs $AW.un CC @cdnvaluestocks @Rodbhar"  
[X Link](https://x.com/NestBetter/status/1705378011628097691)  2023-09-23T00:26Z [----] followers, [----] engagements


"@chrisinmontreal 17x EV/EBITDA is not cheap this can easily get cut in half again"  
[X Link](https://x.com/NestBetter/status/1705379550426001509)  2023-09-23T00:32Z [----] followers, [---] engagements


"@chrisinmontreal Best of luck but I will be very shocked if this doesn't go much lower"  
[X Link](https://x.com/anyuser/status/1705383655412281430)  2023-09-23T00:48Z [--] followers, [---] engagements


"@Rodbhar @cdnvaluestocks You see morguard raising debenture money at 9.5% Crazy. https://x.com/NestBetter/status/1705231782956724613s=20 $MRC.to is borrowing at 9.5%. https://x.com/NestBetter/status/1705231782956724613s=20 $MRC.to is borrowing at 9.5%"  
[X Link](https://x.com/NestBetter/status/1705394855067705345)  2023-09-23T01:33Z [----] followers, [---] engagements


"Ignoring tax consequences what emotionally feels better as an investor in an undervalued security"  
[X Link](https://x.com/NestBetter/status/1706505519395983466)  2023-09-26T03:06Z [----] followers, [--] engagements


"@BullishBearz Ofc they both still have a very premium valuation cap rate should at bare minimum exceed the cost of debt lol"  
[X Link](https://x.com/NestBetter/status/1706736328694522284)  2023-09-26T18:23Z [----] followers, [---] engagements


"@zethuscap @BullishBearz You're paying a rich EV/EBTIDA multiple at the top of the cycle in an asset class which is structurally oversupply for the next decade I promise this won't work out"  
[X Link](https://x.com/NestBetter/status/1707594176211169318)  2023-09-29T03:12Z [----] followers, [---] engagements


"They learned from the best $MSFT Dumb question here: Amazon invests $4 billion into Anthropic. Anthropic spends it all on AWS probably due to screwing up a Managed NAT Gateway config. Did AWS segment revenue just skyrocket And if so will the analysts realize whats going on Dumb question here: Amazon invests $4 billion into Anthropic. Anthropic spends it all on AWS probably due to screwing up a Managed NAT Gateway config. Did AWS segment revenue just skyrocket And if so will the analysts realize whats going on"  
[X Link](https://x.com/NestBetter/status/1707910476875579708)  2023-09-30T00:09Z [----] followers, [----] engagements


"What preffered shares convertable debentures or other not common equity securities offer the best risk return right now Something must be with the sharp rate rise. Thanks in advance"  
[X Link](https://x.com/NestBetter/status/1707958181261975792)  2023-09-30T03:18Z [----] followers, [----] engagements


"Q3-2023 holdings +5.5% ytd"  
[X Link](https://x.com/NestBetter/status/1708105267655717221)  2023-09-30T13:03Z [----] followers, [----] engagements


"@StockTalk416 Has to hard truth is this is a sub $5 stock feel bad for the bagholders"  
[X Link](https://x.com/NestBetter/status/1708869769464557868)  2023-10-02T15:41Z [----] followers, [--] engagements


"$AD.UN will pay you a very sustainable 10% yield that probably gets hiked at year end"  
[X Link](https://x.com/NestBetter/status/1708943772698984757)  2023-10-02T20:35Z [----] followers, [----] engagements


"There is alot of talk how Canadian interest rate sensitive stocks are now cheap - for the most part I disagree outside of a couple of situations broadly speaking most stocks are fair value and finally discounted higher debt servicing costs & a higher discount rate given lt bonds"  
[X Link](https://x.com/NestBetter/status/1709252675097841851)  2023-10-03T17:02Z [----] followers, [---] engagements


"Good $ULTA read through"  
[X Link](https://x.com/NestBetter/status/1711831339446513951)  2023-10-10T19:49Z [----] followers, [----] engagements


"@alphafortuna10 Public market is closer to 6-7% which is insane given a 5% long bond and a distressed asset class"  
[X Link](https://x.com/NestBetter/status/1714672182033305864)  2023-10-18T15:57Z [----] followers, [---] engagements


"@UnlearningCFA Yeah broadly they are moving down b/c long bonds selling on select perpetuals is over done would imply widening of credit spreads which I'd argue is too punative. $BEP is a utillity after all - wouldn't want to own the equity but prefs are v safe"  
[X Link](https://x.com/NestBetter/status/1714842200821936327)  2023-10-19T03:13Z [----] followers, [---] engagements


"@Alex__Pitti @irbezek I'm OK with that cost basis is pretty low and terminal multiple was always in question given possible concession expiry someday always expected return to come via divys"  
[X Link](https://x.com/NestBetter/status/1715181106440384966)  2023-10-20T01:40Z [----] followers, [--] engagements


"Multiples on Mexican airports were always going to compress eventually as they approach their consession expiry date - your return on these names was always going to come from the dividend + growth. Gov hiking taxes is never ideal. Objectively they are v cheap here. $PAC $OMAB"  
[X Link](https://x.com/NestBetter/status/1715310853279359067)  2023-10-20T10:15Z [----] followers, [----] engagements


"$DRM.TO is 19x just the run-rate asset management FFO almost all of which is from permanent capital"  
[X Link](https://x.com/NestBetter/status/1715439557317919054)  2023-10-20T18:47Z [----] followers, [----] engagements


"@KJP417 I know they are getting cheaper CMHC loans think that's the only way they are penciling +ve IRRs at a 6-cap.agree with you though really tough to see development working well in this environment"  
[X Link](https://x.com/NestBetter/status/1715812536904249673)  2023-10-21T19:29Z [----] followers, [---] engagements


"@KJP417 Ideally I'd like to see them aggressively sell non-income producing assets on the balance sheet and buyback $DRM.TO stock - think the empire building mindset prevents it"  
[X Link](https://x.com/NestBetter/status/1715813627842764934)  2023-10-21T19:33Z [----] followers, [---] engagements


"@Rodbhar @KJP417 If management doesn't start buying back shares in a big way one of three things must be true: 1) NAV is fake 2) Management is not very smart 3) They are empire building"  
[X Link](https://x.com/NestBetter/status/1715928034421686780)  2023-10-22T03:08Z [----] followers, [---] engagements


"@Rodbhar @KJP417 Would be fine w/ cleaning up the balance sheet it's when they make announcements like this that I get annoyed.deploying incremental $ into development when you're 0.3NAV means they suck at capital allocation no way around it"  
[X Link](https://x.com/NestBetter/status/1716090760825541057)  2023-10-22T13:54Z [----] followers, [---] engagements


"Picked some up 5% spread over Canadian 30y bonds seems excessive for a utillity adds a nice fixed income diversifier"  
[X Link](https://x.com/NestBetter/status/1716478794603667487)  2023-10-23T15:36Z [----] followers, [----] engagements


"Ah now it makes sense non-fundamental selling $BRP.PR.R"  
[X Link](https://x.com/NestBetter/status/1716608915851420110)  2023-10-24T00:13Z [----] followers, [----] engagements


"@Jonathan_Keith2 Under what circumstances can you treat capex as revenue under IFRS"  
[X Link](https://x.com/NestBetter/status/1716844765210194302)  2023-10-24T15:51Z [----] followers, [---] engagements


"@Rodbhar NOI growth is far far from guarenteed on a go-fwd basis and in what way is FFO being low temporary"  
[X Link](https://x.com/NestBetter/status/1716907871118700862)  2023-10-24T20:01Z [----] followers, [--] engagements


"@Rodbhar Office NOI will probably go negative once their contracts roll off you and I have [--] idea where rates are going and FFO is already a BS metric which excludes all depreciation and amortization"  
[X Link](https://x.com/NestBetter/status/1716909073185292797)  2023-10-24T20:06Z [----] followers, [---] engagements


"@PythiaR Dude it's more than just the fake NAV marks they are openly lying about cashflow"  
[X Link](https://x.com/NestBetter/status/1716970402176770274)  2023-10-25T00:10Z [----] followers, [---] engagements


"@PythiaR They are telling shareholders FFO is cashflow and telling the SEC no it's not.how is that legal This company is one sell-side report away from -50%+ rerate"  
[X Link](https://x.com/NestBetter/status/1716972716291449263)  2023-10-25T00:19Z [----] followers, [---] engagements


"@PythiaR There is no way they mess with BIP BPY and BEP and not every other fund as well. no way. to what degree We'll never know till they get net withdrawals"  
[X Link](https://x.com/NestBetter/status/1716984049288327560)  2023-10-25T01:04Z [----] followers, [---] engagements


"@EverydayCap I've actually made good money on the brookfield complex.but I have never been more shook. I puked my Bn and bought an index fund I'm so shook lol"  
[X Link](https://x.com/NestBetter/status/1716993731193143617)  2023-10-25T01:43Z [----] followers, [---] engagements


"@jim997964 @EverydayCap @uncletoopie That's a strange conclusion I wish you luck"  
[X Link](https://x.com/NestBetter/status/1717036130770567487)  2023-10-25T04:31Z [----] followers, [---] engagements


"@fhanson76 @uncletoopie @jim997964 @EverydayCap Again. This is a capital intensive biz. It makes no sense BVPS would be flat while cash flow per share hockey sticks up. If the growth was from retained earnings you would see it. Read the short report"  
[X Link](https://x.com/NestBetter/status/1717225636274532826)  2023-10-25T17:04Z [----] followers, [--] engagements


"$BN $BPY Brookfield valuing publicly traded assets differently than they actually trade"  
[X Link](https://x.com/NestBetter/status/1717325896342769770)  2023-10-25T23:42Z [----] followers, [----] engagements


"Nobody's been able to explain this yet please someone educate me: - $BIP operates in a mature industry - They operate in a VERY asset heavy industry - they bragged about inflation linked growth 2-3% growth How R they growing CFO/share at 12% without increasing BV/share"  
[X Link](https://x.com/NestBetter/status/1717354404607574281)  2023-10-26T01:36Z [----] followers, 10.3K engagements


"@Robber_Baroness @Rodbhar It's not even possibly from an accounting perspective unless you change the debt to equity ratio which isn't the case here constant [----] to 2019"  
[X Link](https://x.com/NestBetter/status/1717400590630658444)  2023-10-26T04:39Z [----] followers, [--] engagements


"Yikes $MKTX think this one sells off alot more from here nasty chart MarketAxess $MKTX 3Q23 Earnings ➡ - Rev $172m +0% ➡🟡 - EBITDA $83m -11% margin 48% [----] bps 🔴 - EBIT $67m -12% margin 39% [----] bps 🔴 - Net Inc $55m -7% margin 32% [----] bps 🔴 - OCF $79m -7% margin 46% [----] bps 🔴 - FCF $75m +7% margin 43% +277 bps ✅ https://t.co/8zUvWL6yYx MarketAxess $MKTX 3Q23 Earnings ➡ - Rev $172m +0% ➡🟡 - EBITDA $83m -11% margin 48% [----] bps 🔴 - EBIT $67m -12% margin 39% [----] bps 🔴 - Net Inc $55m -7% margin 32% [----] bps 🔴 - OCF $79m -7% margin 46% [----] bps 🔴 - FCF $75m +7% margin 43% +277 bps ✅"  
[X Link](https://x.com/NestBetter/status/1718119101665534179)  2023-10-28T04:14Z [----] followers, [----] engagements


"@310Value @Rodbhar So they organically grew their capex heavy mature business linked to CPI with no new capital at 12% CAGR for a decade lol"  
[X Link](https://x.com/NestBetter/status/1718275992542663161)  2023-10-28T14:38Z [----] followers, [---] engagements


"@stonkmetal $EVVTY $ULTA $IBKR $LVUMY all cheapish and higher quality honestly finding most of the market is pretty reasonable not alot of crazy bargains"  
[X Link](https://x.com/NestBetter/status/1718851603451592867)  2023-10-30T04:45Z [----] followers, [---] engagements


"@PronkDaniel Respectfully I think you misunderstood the report the author is saying the distribution is not covered by free cash flows and that the company is over distributing. Furthermore the author notes that FFO which is presented as a proxy for cashflows to the firm is not"  
[X Link](https://x.com/NestBetter/status/1719104552224350585)  2023-10-30T21:30Z [----] followers, [---] engagements


"$ATKR Atkore Inc"  
[X Link](https://x.com/NestBetter/status/1728609661136543884)  2023-11-26T03:00Z [----] followers, [---] engagements


"We're still at near trough multiples market liked this last Q with expectations reset & easier comps next year tough to not like $ULTA here and over NTM. Think it keeps drifting up for a couple more weeks still cheap $ulta Think it keeps drifting up for a couple more weeks still cheap $ulta"  
[X Link](https://x.com/NestBetter/status/1732589043303534805)  2023-12-07T02:33Z [----] followers, [----] engagements


"Year end [----] FAAMG was pretty wrecked and ripe for a bounce is there any similar sector setups heading into [----] Cant think of any other than maybe some rate sensitive names which have lagged easing off bond yields"  
[X Link](https://x.com/NestBetter/status/1732625019245678812)  2023-12-07T04:56Z [----] followers, [----] engagements


"Think get long REITs for a trade for the first couple of months of the year then fade works - that's my guess anyway for '24"  
[X Link](https://x.com/NestBetter/status/1732640934158868722)  2023-12-07T05:59Z [----] followers, [---] engagements


"@MetacriticCap Well credit to them they always make their numbers 😉"  
[X Link](https://x.com/NestBetter/status/1732642149739417996)  2023-12-07T06:04Z [----] followers, [---] engagements


"@rochonpapi Thanks any good primers for $PM you would recommend"  
[X Link](https://x.com/NestBetter/status/1732663875323981921)  2023-12-07T07:30Z [----] followers, [---] engagements


"Can't think of many probably Colliers $CIGI as CRE transaction volumes picks up from trough levels"  
[X Link](https://x.com/NestBetter/status/1734074079102013444)  2023-12-11T04:54Z [----] followers, [----] engagements


"$TMO probably and adjacent names"  
[X Link](https://x.com/NestBetter/status/1734075562006651381)  2023-12-11T05:00Z [----] followers, [---] engagements


"Autos maybe Tailwind from (probable) lower rates vs headwind from recession. Like $LNR.TO. Auto sales have been down for a number of years probably time for this cycle to turn esp w/ rate cuts"  
[X Link](https://x.com/NestBetter/status/1734076715436015680)  2023-12-11T05:04Z [----] followers, [----] engagements


"@MRatable They $ to partners (for growth buyout a partner etc) and get (primarily) preferred shares. Think of it like a close end fund of preferred shares with a topline growth kicker + some common share co-investments"  
[X Link](https://x.com/NestBetter/status/1736572284574310512)  2023-12-18T02:21Z [----] followers, [---] engagements


"Follow up question does this make markets more of less efficient over time I think the effect ends up being same or more efficiency for large caps less efficiency for small to mid caps over time"  
[X Link](https://x.com/NestBetter/status/1736945968157794498)  2023-12-19T03:06Z [----] followers, [---] engagements


"How much of a headwind in small cap vs large cap relative performance has this been over the past decade Interesting to think about especially as FAAMG revenue growth slows over the next decade"  
[X Link](https://x.com/NestBetter/status/1736947345068060803)  2023-12-19T03:11Z [----] followers, [---] engagements


"@NewcomerInvest @PronkDaniel There are easily [--] bright red flags with this company if you choose to ignore that's on you"  
[X Link](https://x.com/NestBetter/status/1737274864581386357)  2023-12-20T00:52Z [----] followers, [--] engagements


"If this paper is true surprising amount of historical outperformance for the highest TSX dividend payers vs the market. 3.6% per annum advantage over [--] years - kind of skeptical seems to large an advantage"  
[X Link](https://x.com/NestBetter/status/1737288558929469800)  2023-12-20T01:47Z [----] followers, [---] engagements


"$TVK.TO up 51% over the past year and the trailing EV/EBITDA multiple contracted slightly"  
[X Link](https://x.com/anyuser/status/1738300682023616910)  2023-12-22T20:49Z [--] followers, [----] engagements


"@MetacriticCap Have an Amazon fire tablet didn't have Google as default for search have never changed despite using Google everywhere else. Truth if most switched to Bing today they would notice zero diffrence and not care. Most ppl are just searching "cookies" "nba" etc lol bing works fine"  
[X Link](https://x.com/NestBetter/status/1738993245101728132)  2023-12-24T18:41Z [----] followers, [---] engagements


"@rochonpapi $EVO.ST is my favorite long but it's talked about constantly on this site so I'll throw $IBKR into the hat since it's not talked enough. IBKR has done mid 20s EPS growth over the past decade while paying a token divy. 15x trailing earnings. There is probably some earnings 1/2"  
[X Link](https://x.com/NestBetter/status/1739521202090037652)  2023-12-26T05:39Z [----] followers, [---] engagements


"@rochonpapi Give back if ST rates drop but even if we go back to ZIRP tommorow it's still an attractive valuation here. Growing user base growing assets per user growing market offerings unmatched product low % penetration will be cagring nicely for a long long time"  
[X Link](https://x.com/NestBetter/status/1739521873786896596)  2023-12-26T05:41Z [----] followers, [---] engagements


"@rochonpapi Importantly it's one if the few stocks positively impacted by interest rates so its nice diversifier. If the fed goes through with cuts in [----] you may get an even better entry who knows"  
[X Link](https://x.com/NestBetter/status/1739522961252524393)  2023-12-26T05:46Z [----] followers, [---] engagements


"@BullishBearz TO detached down 36% inflation adjusted from the peak"  
[X Link](https://x.com/NestBetter/status/1742356057060430129)  2024-01-03T01:23Z [----] followers, [---] engagements


"HouseSigma now showing GTA detached homes have slipped into late [----] pricing - [--] years of no price gains for Toronto's favorite asset class a lot further to go"  
[X Link](https://x.com/NestBetter/status/1744872136555057403)  2024-01-10T00:01Z [----] followers, [----] engagements


"43Million of net buying at $CVE $CVE.TO seems like a lot"  
[X Link](https://x.com/NestBetter/status/1746986724696223962)  2024-01-15T20:04Z [----] followers, [----] engagements


"@chrisinmontreal Unless you're bulldozing the property cash flow is all the matters. Investing hoping someone else overpays for that cashflow is a risky game"  
[X Link](https://x.com/NestBetter/status/1747059787425022307)  2024-01-16T00:54Z [----] followers, [---] engagements


"Special sit $BUR welcomes all former $SAVE merger arb baggies"  
[X Link](https://x.com/anyuser/status/1747330844732063900)  2024-01-16T18:51Z [--] followers, 13.8K engagements


"Are there any stocks dual listed on Hong Kong with little buisness in china/hk but have sold off with the index and are attractive"  
[X Link](https://x.com/NestBetter/status/1747823199885107658)  2024-01-18T03:28Z [----] followers, [----] engagements


"New ATH for the propane cowboys $TVK.TO"  
[X Link](https://x.com/NestBetter/status/1750536413454520599)  2024-01-25T15:09Z [----] followers, [----] engagements


"@StephenFrampto9 Still pretty cheap here tbh think it's 11-12x NTM earnings after accounting for announced acquisitions"  
[X Link](https://x.com/anyuser/status/1750561187199144203)  2024-01-25T16:48Z [--] followers, [---] engagements


"Another new ATH getting a bit ridiculous we will trade at a nosebleed 12x earnings if this doesn't stop $TVK.TO New ATH for the propane cowboys $TVK.TO New ATH for the propane cowboys $TVK.TO"  
[X Link](https://x.com/NestBetter/status/1754587198354043139)  2024-02-05T19:26Z [----] followers, [----] engagements


"@LaissezFaire416 Just buy it on vibes bro due diligence can wait"  
[X Link](https://x.com/NestBetter/status/1755260343641633192)  2024-02-07T16:00Z [----] followers, [--] engagements


"@orrdavid Always a valid concern lol - multiple is cheap liquidity is low I have a feeling we will keep melting up"  
[X Link](https://x.com/NestBetter/status/1755302447172460973)  2024-02-07T18:48Z [----] followers, [---] engagements


"@benjaminwfelix These are qualitative statements indicating the benifits of annuity like products (also avaliable to be bought privately). Whether CPP is "one of the best investments avaliable to Canadians" depends entirely on the rate of return of CPP vs the opportunity cost"  
[X Link](https://x.com/NestBetter/status/1755661954083901742)  2024-02-08T18:36Z [----] followers, [---] engagements


"@benjaminwfelix If CPP is mismanaged earns 0% on AUM and slashes payouts nobody would say it was preferable to other annuity products with similar features"  
[X Link](https://x.com/NestBetter/status/1755662828336242993)  2024-02-08T18:40Z [----] followers, [--] engagements


"@benjaminwfelix They do exist long duration real return bonds also exist. Over the course of your working life if you bought low cost diversified ETFs gradually switched over to real return bonds as you approached retirement you would still be better off"  
[X Link](https://x.com/NestBetter/status/1755664548189577249)  2024-02-08T18:47Z [----] followers, [---] engagements


"$CIGI $CIGI.TO 👀"  
[X Link](https://x.com/NestBetter/status/1755667059680092273)  2024-02-08T18:57Z [----] followers, [---] engagements


"Finally cut the divy never should have had one - nothing like destroying the balance sheet of a developer who needs cash for.vibes Stupid question.why does $MPCT.UN pay a dividend. https://t.co/O2xGCIyNIY Stupid question.why does $MPCT.UN pay a dividend. https://t.co/O2xGCIyNIY"  
[X Link](https://x.com/NestBetter/status/1757307226157432944)  2024-02-13T07:34Z [----] followers, [---] engagements


"New ATHs roll on for $IBKR"  
[X Link](https://x.com/NestBetter/status/1757412734788837861)  2024-02-13T14:33Z [----] followers, [---] engagements


"@FVR_Capital @TidefallCapital Obviously"  
[X Link](https://x.com/NestBetter/status/1757421512208912430)  2024-02-13T15:08Z [----] followers, [---] engagements


"Boomers everywhere rejoice as the algo holds and we hit new ATHs $MFC $MFC: 5.6% divy 10-12% medium term eps growth boring Mid to high teens irr $MFC: 5.6% divy 10-12% medium term eps growth boring Mid to high teens irr"  
[X Link](https://x.com/NestBetter/status/1758137793690366105)  2024-02-15T14:34Z [----] followers, [----] engagements


"At this point $DRM.TO deserves their rock bottom valuation - management just plain sucks. Still holding. Very disappointed in Dream Unlimited and cos in the last [--] years. Only decision I really liked was the deal for Summit industrial (JV with Dream industrial and GIC) $drm.to $mpct.un $d.un $dir.un Very disappointed in Dream Unlimited and cos in the last [--] years. Only decision I really liked was the deal for Summit industrial (JV with Dream industrial and GIC) $drm.to $mpct.un $d.un $dir.un"  
[X Link](https://x.com/NestBetter/status/1758291460745740662)  2024-02-16T00:45Z [----] followers, [----] engagements


"@Nitorcap Seriously There are so many examples it's tough to count off the top of my head: 1) using $drm.to $ to buy $d.un units only to puke them at a loss 9months later 2) using d.un's balance sheet as exit liquidity for $drm.to's $d.un stake 1/x"  
[X Link](https://x.com/NestBetter/status/1758513352416899185)  2024-02-16T15:27Z [----] followers, [----] engagements


"@CJ0pp3l $DRM.to is [-----] they think their NAV is $58 reasonable people can disagree but it's for sure north of [--] and probably north of [--]. While mangment has sucked at allocating over the past 2-3 years they were OK prior to that. Good NAV compounding buybacks during covid selloff 1/x"  
[X Link](https://x.com/NestBetter/status/1758679950352089138)  2024-02-17T02:29Z [----] followers, [---] engagements


"@CJ0pp3l The vehicle I hold $DRM.to they have botched the least. Over the coming decade they will be turning land into cashflowing assets which converts them from a NAV story to a cashflow/earnings story this will be much more appreciated by the market and cause a NAV rerate"  
[X Link](https://x.com/NestBetter/status/1758680678072308134)  2024-02-17T02:32Z [----] followers, [---] engagements


"@deepvalueco Canadian REITS payout almost all AFFO in dividend and office (which has a heavy weight) is impaired for the next decade + of course the index chart looks terrible"  
[X Link](https://x.com/NestBetter/status/1758689628024885384)  2024-02-17T03:07Z [----] followers, [---] engagements


"@LaissezFaire416 $PAC $OMAB $IBKR $CIGI $EVVTY all fit the bill"  
[X Link](https://x.com/NestBetter/status/1759782095814070423)  2024-02-20T03:28Z [----] followers, [---] engagements


"@LaissezFaire416 $IBKR has no net debt lot of excess cash per share has the better mousetrap so consistently takes share long long long run way. Also positively correlated to rates so good diversifier"  
[X Link](https://x.com/NestBetter/status/1759783972752535869)  2024-02-20T03:36Z [----] followers, [---] engagements


"@LaissezFaire416 Would argue $BUR would be on that list too though noiser financials"  
[X Link](https://x.com/NestBetter/status/1759785495226138912)  2024-02-20T03:42Z [----] followers, [---] engagements


"@LaissezFaire416 $goog getting close"  
[X Link](https://x.com/NestBetter/status/1759785948420747608)  2024-02-20T03:44Z [----] followers, [---] engagements


"@Comp_Cap_TO @StockTalk416 Presumably the CEO wants to make money too thinking all we need is a remedial math class for Micheal to explain 200%IRR is better than 10%IRR"  
[X Link](https://x.com/NestBetter/status/1760703237089280412)  2024-02-22T16:28Z [----] followers, [---] engagements


"@Comp_Cap_TO @StockTalk416 Who cares Sell into the illiquid market. Take a 20% haircut if you have to and buyback stock. The only reason why they don't is because this is about empire building and not about optimizing shareholder returns"  
[X Link](https://x.com/NestBetter/status/1760705689834381731)  2024-02-22T16:38Z [----] followers, [---] engagements


"@gadawgck @plasticnewt3 The problems are not limited to $BIP all of their holdcos + balance sheet are replete with issues and deception"  
[X Link](https://x.com/NestBetter/status/1761944572601500084)  2024-02-26T02:41Z [----] followers, [---] engagements


"@PythiaR @LaissezFaire416 Give me the base case bridge to 442B $TVK.TO can get there in 10ish years with non-heroic assumptions can't say the same for CSU"  
[X Link](https://x.com/NestBetter/status/1762686578097299566)  2024-02-28T03:50Z [----] followers, [---] engagements


"@chrisinmontreal @UprHand @biancoresearch How come you never tell me what a fair EV/EBITDA multiple is 🙂 You always quote some meaningless square foot number lol"  
[X Link](https://x.com/NestBetter/status/1763316481503199493)  2024-02-29T21:33Z [----] followers, [--] engagements


"@plasticnewt3 Here's my beef with the extreme concentration approach:whatever your hurrdle rate there are 100s of stocks which will meet it all of which will follow some diffrent random walk to fair value. Why limit to [--] of these Why not collect as many as possible that meet the hurdle"  
[X Link](https://x.com/NestBetter/status/1763607631581573181)  2024-03-01T16:50Z [----] followers, [---] engagements


"$IWG $IWG.L IWG plc"  
[X Link](https://x.com/NestBetter/status/1764005329338003735)  2024-03-02T19:10Z [----] followers, [----] engagements


"@SeekingWinners_ @TrentBlair19 Right but this is "mini constellation with a long runway" hence the multiple no"  
[X Link](https://x.com/NestBetter/status/1765154639668801644)  2024-03-05T23:17Z [----] followers, [---] engagements


"@Investcanadien No chance the special divy is a thesis breaker will selloff for sure"  
[X Link](https://x.com/NestBetter/status/1765182834870816988)  2024-03-06T01:09Z [----] followers, [---] engagements

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