ToffCap (@ToffCap) started following @AbsoluteReturnP on Oct 12, 2024

How is the US Presidential Election race shaping up just weeks after President Biden stepped away with Vice President Harris now the Democratic nominee? Read our latest ARP+ Opinion Paper to hear our view and what it may mean for investors. https://t.co/aaNIMwHtWI https://t.co/YDpIOlz5I0

Green stocks have suffered as Trump becomes more likely to win. Classifying uranium as part of the 'Trump Trade' is, however, a great mistake that investors should take advantage of. Find out more in our latest ARP+ research paper. https://t.co/N0c60xLT5F https://t.co/nOmSV51hVq

RT @ToffCap: Interesting Intellego $INT write-up from Infuse Asset Mgt @RyanReeves_ recent Q3 letter👇 Infuse believes $INT could do $20m…

Man! It’s unbelievable I only now realised that Constellation Software’s $CSU Mark Leonard and Rick Rubin might be the same person https://t.co/vyj7Rks1sX

RT @ToffCap: If you follow us a bit you'll know that we tend to closely track insider activity. We don't just look for open market purchas…

Interesting Intellego $INT write-up from Infuse Asset Mgt @RyanReeves_ recent Q3 letter👇 Infuse believes $INT could do $20m ebit over the next 18 months, putting the company at ~3 x ev/ebit on FY25. https://t.co/R2LhaqtN7i

Reiterating this one 👇 Mammoth Energy $TUSK is now debt free, ~50% of market cap in net cash and another 25% coming. Unfortunately little time atm (working ao on a few write-ups 😉) Happy to hear if someone dug in 💪 (h/t @Stl_MAR for the idea)

If you follow us a bit you'll know that we tend to closely track insider activity. We don't just look for open market purchases by insiders - most tend not to be actionable signals - but for (sizable) purchases AND a catalyst / good fundamentals. A recent highlight in our TMM https://t.co/Xthd9Bw3D8

Conspiracy Fact

EU

RT @TomSmith839: @icemancapital Also tried to put the efficiency in a table for $FOUR $TOST & $LSPD The best (payment) companies do 75% EBI…

RT @TomSmith839: @icemancapital Great representation of incremental GP. I would add (and I could be wrong) that the M&A by $FOUR has much l…

RT @ToffCap: In today's Weird Listed Companies segment, you might have heard of Tonies $TNIE One of the handful of European SPACs over the…

RT @ToffCap: Powerfleet $AIOT will be holding its first (live) investor day soon (Nov 20) and this might be an interesting one to check out…

In today's Weird Listed Companies segment, you might have heard of Tonies $TNIE One of the handful of European SPACs over the past years. I gave this one a much shorter (listed) life, but surprised to see the financials actually moving in the right direction. (or perhaps I https://t.co/FlinbClJUX

Powerfleet $AIOT will be holding its first (live) investor day soon (Nov 20) and this might be an interesting one to check out. A lot is going on at this old Toffcap favorite, mainly given the transformational acquisition of Fleet Complete. The combo should create a company https://t.co/VzPQmM8BhK

RT @InvestSpecial: The stock has just popped on the news of the combination and strategic investment with CC Capital. CC Capital acquires…

RT @JoshCrumb: Interesting investment framing: investing in #LNG via market infrastructure (and tech/software) rather than physical infrast…

RT @SStapczynski: Southeast Asia will become a net natural gas importer as early as 2027 (!!) 🚢🚢 👉 LNG exporters, like Indonesia & Malaysi…

The team at $PYPL keeps delivering!!

Curious about which S&P500 stocks have the highest exposure to China (where it’s reported separately)? Here’s a screenshot from @Calcbench showing the top 10. The top 3 are: - $QCOM - $MPWR - $KLAC Among these, the companies with the highest China revenue growth rates in 2023 https://t.co/US1XYAPmUV

RT @NGInews: November Natural Gas Futures Tank as Market ‘Isn’t Ready’ for $3 Prices: The November natural gas futures contract crumbled on…

RT @JoshCrumb: The Abaxx “Back to the Futures” #LNG Benchmark white paper is now in an easy podcast episode form, thanks to the magic of Go…

Quite a few asking what’s next for Westaim $WED. I normally don’t discuss trading (simply because I can’t), but we exited after today. The thesis was a based on a very low risk trade with decent upside and this played out well. There’s some upside left but the easy 💰 is made

There we go!! What a press release... - CC Cap to invest US$250m in Westaim $WED at CAD 4.75 per share (current share price CAD 4.0) - $WED to buy back up to US$100m of stock at CAD 5.00-5.25 - and much more... https://t.co/ugwddXUCFS

I always check poorly rated VIC write-ups out. The tags are often good for a few chuckles 👌 https://t.co/SOQxH3hRmW

$aep.v atlas engineered products. bull case and push back https://t.co/irS14VC4mB

classic https://t.co/oUjJEvOo1J s ub s tack https://t.co/Oy2KgCw85A

RT @ToffCap: In case you missed it, we recently published our latest TMM, our regular overview of interesting event-driven trades and compa…

I believe there's still a loooong growth path for finance / investing blogs. I'm seeing all these accounts with great blogs. But while they seem many, they still represent such a tiny market - insignificant actually. At the top of the trades-for-research market, I had access to

Does anyone know of a good Abaxx $ABXX write-up?

In case you missed it, we recently published our latest TMM, our regular overview of interesting event-driven trades and companies 👇 Find it on the blog @ToffCap (no paywall🔥) https://t.co/4d3y5RY4EI

Over the years I've learned to appreciate the power of slow(er) growth companies (eg EPS growth 10-15%) with great visibility. These are generally vastly underestimated. While many are looking for the next multi-bagger in a few years, a few of these companies can do wonders

RT @ToffCap: Toffcap Monday Monitor #33 is out, our overview of interesting event-driven trades and companies🔥 A lot is going on💪 Find it…

RT @yesandnotyes: Part III is out this morning. Lots of interesting anecdotes on how the old IBM ways held back its printer and typewriter…

Newest out. United-Guardian: Through Hindsight $UG https://t.co/IP0UUr4GJO

RT @KoyfinCharts: ✨ We've shipped a lot of new features over the last few months. Here is a recap of a few of 12 favourites: 1) Relative…

RT @KoyfinCharts: $UBER The turnaround in free cash flow generated for Uber. From $5 billion in outflows to almost $5 billion in TTM inflo…

RT @ToffCap: By the way! We're getting very close for us to go WEEKLY with the Toffcap Monday Monitor✅ The target we've set is 6,500 subs…

By the way! We're getting very close for us to go WEEKLY with the Toffcap Monday Monitor✅ The target we've set is 6,500 subs, and we'll be able to open up more capacity. Let's try and get there soon!!👇

An analyst last week: 'results did not match our estimates' (It's the other way around, fool😂)

I've been using Bloomberg for 15 years or so, and find it increasingly poor value / money. What are good (pro) alternatives? We're mostly looking for good charting, reliable financials and call transcripts.