Better Nest
@NestBetter
Stonks: Prefer low starting multiple + margin expansion + robust topline
Don't think I'll own but $ZAL.OL is kind of interesting. 15x NTM earnings, HSD/LDD topline, margins which should trend up

I have just uploaded our June 2025 letter to unitholders on our website. In the letter I discuss: - Turnover - Portfolio Updates (Asiro & MHA) - FY2025 Return Attribution - Our Compounding High Watermark & Fees
No position (yet), but think $VBNK.TO looks interesting here.
really like $VBNK.TO - great pitch here cluseau.com/p/the-fastest-… by @blondesnmoney
Cosign $CGY.TO
Three undervalued Canadian stocks from @Riskreward777 $Tot.cn $cgy.to $hr.un Watch the full episode youtu.be/H0vYV536gfo?si… #ProPicks on @inthemoneypod
Lindbergh SPA might be it. Rolling up HVAC businesses in Italy at 3-5x EBITDA with very limited competition. Management come across as very long term focused. Good write up on VIC: valueinvestorsclub.com/idea/Lindbergh… And recent presentation by the CEO: redeye.se/video/event-pr…
Great Haivision $HAI.TO writeup on VIC. Good timing too as this quarter will probably be the inflection (though you wouldn't know it from the stock price)
Great read $CGY.TO remains the most "no brainer" of the bunch
Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada and its NATO allies prioritize military readiness, this report explores how a surge in defence spending is creating outsized…
Interesting special situations $GLIBK, $CORZ, $RIOT / $IREN, $ZEG.L, $LQDA, $SOC, $ABUS, $PCG, $LION What else?
If you're looking for alpha, this is most of the highest signal to noise follows on here. Missing some, but strong list.
Based on your recent engagements, here are your top 20 mutual followers (ranked): 1. @bizalmanac - Andy 🍕🏔️ 2. @Uzocapital - Uzo 3. @ragingbullcap - Dylan Marrello 4. @NickCortellucci - Nicholas Cortellucci, CFA 5. @SFarringtonBKC - Unemployed Small Cap Value Degen 6. @irbezek…
Anyone know how big the drone opportunity is for $MPTI? Have they given numbers behind it? TIA
Added to my existing position in $MPTI today. Co. continues to report new deals, growing its backlog with a favorable implied valuation when excl. its signif. & large cash balance and strong FCF generation. Favorable R/R w/ long growth runway via M&A and organic levers
$ARE.TO $AEGXF Legacy money losing projects to be completed by the end of the 3rd quarter. Adjusted for that its 3x EBITDA. Very large backlog growth. Nuclear power.
Didn't know this existed. Thesis tracker for Aussie funds thesis-tracker.com/companies