ToffCap
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 114 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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toffcap.substack.comLatest Issues
The next level
Big news
As you might already know (given that many of you are also TMM subscribers), we recently announced that TMM will be partnering with KEDM.
If you don’t know KEDM, we strongly suggest checking it out.
KEDM is a weekly event-dr...
Checking up on one of our largest losers
Multi-bagger upside. Much more than the first time. Just not now.
One last time
A small event-driven sit
I promised I would go back discussing larger, higher quality companies.
Revisiting an old one
~70% upside to NAV, with (finally) some work done to close the gap
Very early ToffCap readers will recognize this one. We played a very specific event back a while back for a few months and got out.
Long and short and now long again (but just a bit)
Where are we now
Back in June, I wrote about how we moved to shorting one of our favorite sectors:
Audience Metrics
Subscribers, engagement, traffic and sponsorship for ToffCap.
| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Financial markets aficionados. We like to write about finance, markets and great / funny / ugly companies. Tag along for research on companies and event-driven ideas.
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