ToffCap (@ToffCap) started following @Stock_Opine on Oct 10, 2024

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 @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…

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.

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