BetterIRR

Stonks: Prefer low starting multiple + margin expansion + robust topline

[BetterIRR @BetterIRR]

Account rebrand:
Better Nest now = BetterIRR

[BetterIRR @BetterIRR]

@YellowCatCap 200% premium, this is worth like 8x earnings without the M&A

[BetterIRR @BetterIRR]

@AB1001_disciple Haven't checked but what is it on it's adjusted numbers? The terminal multiple on this is 8x, they have to deploy a lot of more and probably move to new sectors for this to work.

[BetterIRR @BetterIRR]

Watch $TVK.TO close green as the jokers who panic sold rebuy their shares 🤣.

[BetterIRR @BetterIRR]

@AB1001_disciple Who knows, the fact everyone who owned it was up a tonne + traded on a v rich valuation probably played a role

[BetterIRR @BetterIRR]

Closed out, who pays 30x earnings for a tank roll up? $TVK.TO

[BetterIRR @BetterIRR]

Long $TVK.TO for a trade, zero reason it should be down on pellerin news lol

[BetterIRR @BetterIRR]

@acorn_capital @Thought62714028 🤣😂🤣😂😂🤣😂🤣

[BetterIRR @BetterIRR]

Long $TVK.TO for a trade, zero reason it should be down on pellerin news lol

[BetterIRR @BetterIRR]

@everyonehatesp1 Keep hearing about how AI will make markets so efficent there will be no alpha...right...🤣

[BetterIRR @BetterIRR]

@sk01225 Why would he sell? Even if he leaves no reason to sell.

[BetterIRR @BetterIRR]

@NickCortellucci This might be the dumbest selloff I have ever seen lol

[BetterIRR @BetterIRR]

@Thought62714028 "Terravest failed to properly control access to confidential information"
What does this even mean? He is an insider, he is expected to have this info. This is a personal liability not corporate.

[BetterIRR @BetterIRR]

@Thought62714028 How does this impact corporate governance at all? This has 0 impact on the business other than he may have to step aside, but he's not even running the show.

[BetterIRR @BetterIRR]

@Thought62714028 Why should it be lol? Doesn't impact the business at all.

[BetterIRR @BetterIRR]

@ScarcityTrade Keep in mind almost all 1%ers so only did ~30% last year, good but not crazy.

[BetterIRR @BetterIRR]

Solar is such a beaten up space.
Good fishing ground, dirt cheap companies everywhere.

[BetterIRR @BetterIRR]

@ScarcityTrade Did 5 doubles + last year, 2 so far this year. Will check it out, dont love Asian markets.

[BetterIRR @BetterIRR]

@ScarcityTrade Almost all my 1% "this could multibag" bets have worked out, goal this year was to move new ideas like this to 2% bets...we'll see

[BetterIRR @BetterIRR]

@ScarcityTrade Yeah I'm at 0.75% lol

[BetterIRR @BetterIRR]

@ScarcityTrade What's a "half position" for you? 2.5%?

[BetterIRR @BetterIRR]

@ScarcityTrade Balance sheet is my concern too, bookings for Q2 they said were strong on Q1 call so derisked there...
Honestly only major risk I see if Iran situation causes crash and ppl pullback on big decisions like this.