ToffCap (@ToffCap) started following @ObrenovicZeljko on Sep 26, 2024

RT @ObrenovicZeljko: Published a new piece: VW & Porsche - NAV discounts you can actually eat. With a 10% dividend yield, premium brands,…

Published a new piece: VW & Porsche - NAV discounts you can actually eat. With a 10% dividend yield, premium brands, and management tackling inefficiencies, VW offers one of the biggest price-to-value gaps in the market. Through PAH3, the opportunity is even more compelling. https://t.co/SiDRHZL0D0

RT @ToffCap: Westaim $WED $WEDXF remains a very compelling case with a strongly protected downside. Westaim recently completed the sale of…

So... I don't look for a few days, and VIC goes batshit on... $BRK??

RT @ideahive: #9 Specialty Chemicals Distribution by @ToffCap Overview of industry fundamentals, including a list of all major players and…

Good time to rehash this great overview of X-Fab $XFAB from @roojoo3 👇 Stock is trading like 💀 as momentum is clearly not its friend. Though no real reason so far imo why the company could not meet its FY26 targets... ...which would imply an extremely compelling valuation.

Insiders continue to scoop up shares on the open market over at Treace Medical $TMCI 👇 Quite the large purchases from the CEO lately. https://t.co/pw2APMYCvv

Westaim $WED $WEDXF remains a very compelling case with a strongly protected downside. Westaim recently completed the sale of its remaining interest in Skyward, adding US$ 79m to the cash on the balance sheet... ...for a total of roughly US$ 370m cash - on a market cap of https://t.co/JUIVfpzuL8

Easy on the 😡 DMs friends I wrote MY worst investment 😘

RT @ToffCap: Interesting Auto Partner $APR deep dive from Asheville Cap 👇 Asheville believes that $APR should be able to return >20% pa ex…

RT @ToffCap: In case you missed it, we recently published Toffcap's Monday Monitor #32, our overview of interesting event-driven trades and…

My worst investment (by far)? CFA

https://t.co/zkSsRMQcgB

Interesting Auto Partner $APR deep dive from Asheville Cap 👇 Asheville believes that $APR should be able to return >20% pa excl any multiple expansion. https://t.co/Z03KJnjAcj

In case you missed it, we recently published Toffcap's Monday Monitor #32, our overview of interesting event-driven trades and companies ✅ Find it on the blog @ToffCap (no paywall)! https://t.co/OTtWPPebsh

RT @ToffCap: And we're out with Toffcap Monday Monitor #32, our overview of interesting event-driven trades and companies🔥 It's once again…

Indeed. $GIG spin is finally there 👇

RT @ToffCap: I once read a bunch of research stating that the % inside ownership is basically meaningless as a statistic (wrt future share…

RT @ToffCap: Friends, the Toffcap Monday Monitor is ready to go again! The next edition full of interesting special sits, event-driven inv…

When people (still) use P/S multiples… https://t.co/4Qa2yNzv18

I once read a bunch of research stating that the % inside ownership is basically meaningless as a statistic (wrt future share price performance). Does anyone have those papers?

Most of you will be happy if Elon hides others' followers count.

Don't let the opinion of unknown people ruin your day. You're on the right track. Keep going.

I'm generally not the cursing person... ...but @hkuppy & biotech??! https://t.co/7zsDqzgsUa

Rockwell Medical $RMTI is getting increasingly more attention as confidence rises on the success of the turnaround👇 (and the share price moves...) https://t.co/b0XVpMOEde

RT @ToffCap: Friends, the Toffcap Monday Monitor is ready to go again! The next edition full of interesting special sits, event-driven inv…

The amount of blatant copying wrt ‘general investment basics’ texts is almost 🤢 🤮 I’ve seen this exact text from at least 10 (!) different accounts over the past few weeks. https://t.co/BXNNg0jaVC

RT @NFL_Memes: Jets fans to Patriots fans now that they finally got the better QB https://t.co/Qeh6TbJIAe

🤣🤣🤣

Friends, the Toffcap Monday Monitor is ready to go again! The next edition full of interesting special sits, event-driven investments and companies will be out on Monday 💪 Be sure to check out the blog @ToffCap so not to miss it (It's free - that's infinite value / money!)

Thanks for all the replies. A ton of interesting suggestions 👇 Will write a few one up that we find interesting over the next few months ✅

When you see growth stock losers over the past few years now pitched as future winners because 'rates go down'... https://t.co/ZaynL6v81l

We're looking for good, multi-year investments, target 2x in 2 years, 3x in 3 years... Earnings growth + multiple expansion. Any suggestions?

So far ✅ https://t.co/danFzsmnD2

Has anyone done the math on Playtech $PTEC? Thanks

The recent termination of the Vaso $VASO deal with Achari $AVHI might create an interesting opportunity. Vaso was to uplist on the Nasdaq at a much higher valuation via the Achari SPAC. The deal was weird in itself given the much higher - and basically unsubstantiated - https://t.co/sl2kRToyiw

RT @ToffCap: Trinseo $TSE did not navigate the end-market turbulence over the past few years very well and has been suffering from a high d…

RT @ToffCap: Rehashing 10 great quotes from 🐐 Stanley Druckenmiller as food for thought 👇 1. I never use valuation to time the market. I…

Interesting to note that $TSE insiders have been buying quite substantially in the open recently. These were the first purchases in quite some time. https://t.co/XO1s3N11fH

Trinseo $TSE did not navigate the end-market turbulence over the past few years very well and has been suffering from a high debt load, despite very decent long-term market prospects. Poorly timed (large) acquisitions also did not help. The company is now looking to sell some https://t.co/vEFDDCSnax

Rehashing 10 great quotes from 🐐 Stanley Druckenmiller as food for thought 👇 1. I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to https://t.co/EwIRtnPpjk

RT @ToffCap: Very interesting Bebe Stores $BEBE deep dive from River Oaks👇 RO believes that between divestments and restructuring $BEBE co…

There we go $OMEX https://t.co/iyiPWrsFrx

RT @ToffCap: Every investor's due diligence on Odyssey Marine $OMEX: "Screw it! Let's gooo!! YOLO!!!"

Interesting new presentation from Gaming Innovation $GIG re the upcoming spin https://t.co/S1vQb02rjm

https://t.co/TBdvUyUm4U

Very interesting Bebe Stores $BEBE deep dive from River Oaks👇 RO believes that between divestments and restructuring $BEBE could be worth multiples the current market cap. And in the meantime you collect >7% dividend. Not bad for a micro-cap. https://t.co/SNUcIHgojw

Every investor's due diligence on Odyssey Marine $OMEX: "Screw it! Let's gooo!! YOLO!!!"