ToffCap (@ToffCap) started following @DevinLaSarre on Oct 7, 2024

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.

RT @F_Compounders: Factors needed to make money in the stock market By Walter Schloss https://t.co/Ubbe9TJTyR

Performance YTD +38% Top Holdings (%Weight) 🇺🇸 $FTLF (25%) 🇺🇸 $SODI (20%) 🇺🇸 $CNO.V (12%) 🇺🇸 $TSSI (11%) 🇺🇸 $PXHI (9%) 🇫🇷 $XIL.PA (3.5%) 🇵🇱 $SNT.WA (3%) This quarter I sold $RBW and some small positions to finance $CNO.V & $TSSI and to double my $SODI exposure. https://t.co/2WB6uLIPSD

$CELH Dipped below $30 today, bringing its drawdown from peak to nearly 69%, the worst since 2020. When will the energy drink company finally bottom? https://t.co/ah3jzKOWi5

Fresh off the press: https://t.co/uxd043YWzM

Q3 2024 Portfolio $CSU $ATD $WCN $ASML $GOOGL $EW YTD: 11.4% https://t.co/bmqxs1AMAZ

Regret selling $TDY and seeking to re-enter. Market worked past short cycle slowdowns and buybacks were a clear buy signal. $EW still pressured on TAVR growth and potential BSX ACURATE IDE competition. $GOOGL / $ASML not much to say other than taking a shot on decent valuations

Shout out to my man, LT for calling this bankruptcy early on when value degens like me were buying. Same with $inmd. Dude is seemingly on the right side of every trade. @LogicalThesis https://t.co/G80VJHzl1J

$big is now $bigGQ on the Pink Sheets. With GQ now in the ticker, this might be a good luxury play for Q4. For you Autists out there (half of fintwit), yes this satire.

When your kid lost 13-2 but scored both goals https://t.co/NTKVOAnN70

Last week a big client of the firm said he was interested in micro caps. Showed him 👇 “This would be you” https://t.co/jMuB5TUEYz

RT @Larryjamieson_: A couple of interesting s*bst*cks producing actionable content for the value orientated: @ToffCap - event driven/specia…

Already seen a few microcap funds wind down in 🇦🇺. Looks like it’s not just an Aussie phenomenon.

The S&P/ASX Emerging Companies TR Index returned 9.56% for the September quarter, with positive returns in each of the three months. It was the first time since the September 2021 quarter that all three months in a single quarter delivered positive returns. #asx #microcaps

RT @ToffCap: We're almost done compiling the next Toffcap Monday Monitor, our regular overview of interesting event-driven trades and compa…

RT @ToffCap: Talkspace $TALK is an interesting company that we have been eyeing as of lately. A busted de-SPAC (and that's putting it nic…

Are they FINALLY going to put Ubisoft $UBI out of its misery? https://t.co/Fnoy1cPMDJ

Also to note that insiders (CFO) recently bought a good bit on the open market 👇 https://t.co/8ot3UCLKVD

We're almost done compiling the next Toffcap Monday Monitor, our regular overview of interesting event-driven trades and companies ✅ Out on Monday (you know where)! 🔥 https://t.co/WIjFADBCyR

Talkspace $TALK is an interesting company that we have been eyeing as of lately. A busted de-SPAC (and that's putting it nicely) providing online mental health treatments, with seemingly inflecting earnings. Should growth continue and operating leverage do its work, $TALK https://t.co/YMNODW9VRr

RT @hurdle_rate: I sub to 215 publications on s/s Here are the 10 i can recommend, predominately for good old fashioned legwork with the e…

“I set my own VAR. My value at risk limit is can I sleep at night.” -David Tepper 👑

Doesn't sound like a guy who gives a fuck about your '25 capex bogeys

RT @ToffCap: We've recently crossed 6,000 subs on the blog 🥳 What a great milestone! And to think it just started as a simple "let's jus…

Can we PLEASE have a good ol' market panic anytime soon?? There's a ton of stuff I like but still too expensive.

Well that was fast. Mammoth Energy $TUSK repaid all its debt already. Co is now debt free, ~50% of market cap in net cash and another 25% coming... https://t.co/kAUgtXMqdt

We've recently crossed 6,000 subs on the blog 🥳 What a great milestone! And to think it just started as a simple "let's just share all the interesting stuff that we find". Many thanks to all🙏 I know that we've been a little light on company write ups over the past few https://t.co/pF896rpWll

RT @maxwellhouse99: $LLY Lilly announces new $4.5 billion site - the Lilly Medicine Foundry - to drive innovation in drug production and ma…

😅 https://t.co/9F3wn6JJvZ

RT @stockthoughts81: Really unique and interesting opportunity for independent investors and emerging managers ... the winner of this stock…

RT @sidecarcap: This is an incredible opportunity for individual investors and aspiring fund managers who want show their stuff. It doesn’…

RT @ToffCap: In the category of crapped out companies, Harbor Diversified $HRBR looks like a weird but interesting one. Harbor faced delis…

RT @ToffCap: Sometimes the market is just slow to react. It took some time for yesterday's announcement to filter through, with Greenland…

So I know Mammoth Energy $TUSK isn't exactly a high quality company (and I'm being kind here)... ...and who knows what they'll do with the cash... ...but they just received $150m from PREPA (which has a tendency to default), with another ~$40m coming up. $TUSK will have a https://t.co/GiPkjOtAt7

In the category of crapped out companies, Harbor Diversified $HRBR looks like a weird but interesting one. Harbor faced delisting given their inability to file current financials. The stock has been suffering (a lot) as a consequence, crushing the valuation to extremely low https://t.co/3f0Hf15uUW

Sometimes the market is just slow to react. It took some time for yesterday's announcement to filter through, with Greenland Resources $MOLY ending the day up +28%. Despite this move we are a loooong way towards its inherent potential. A market cap of <$60m, but with the https://t.co/8Z9CzuUVMw

$GCT +8% today because Middle East? +33% since re-entry. 🤷‍♂️🤷‍♂️

But why is $GCT up??

RT @ToffCap: More news from Greenland Resources $MOLY regarding the financing of the capex. The news flow has been accelerating over the p…

RT @ToffCap: Averaging UP is an extremely important and underappreciated tool in achieving strong returns. So hard for so many to do.

RT @ToffCap: Another interesting but smaller growth company is VitalHub $VHI, a software provider for the healthcare sector. In a combo o…

Any views on Datagroup $D6H?

More news from Greenland Resources $MOLY regarding the financing of the capex. The news flow has been accelerating over the past months. $MOLY now has clear leads to raise $700m in debt to finance capex. This is on ~$50m market cap company, with insiders continuing to buy https://t.co/SyMcQcSLVv

Averaging UP is an extremely important and underappreciated tool in achieving strong returns. So hard for so many to do.

Another interesting but smaller growth company is VitalHub $VHI, a software provider for the healthcare sector. In a combo of organic growth and acquisitions, VitalHub has been posting very impressive growth over the past few years. This trend seems poised to continue, and https://t.co/dk46kpmDdl

I'm not yet seeing the usual avalanche of ytd performances in my feed... What's going on guys?