ToffCap (@toffcap) 's Twitter Profile
ToffCap

@toffcap

Fund manager. Looking at LOTS of companies and sharing ideas | Research at toffcap.substack.com | Event-Driven sits at toffcapmondaymonitor.substack.com

ID: 1296685619104620544

linkhttp://toffcap.substack.com calendar_today21-08-2020 05:48:52

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ToffCap (@toffcap) 's Twitter Profile Photo

Interesting Flywire $FLYW pitch from Voss Value 👇 Stock dropped a lot ytd on a large acquisition and poor results.

Interesting Flywire $FLYW pitch from Voss Value 👇 

Stock dropped a lot ytd on a large acquisition and poor results.
ToffCap (@toffcap) 's Twitter Profile Photo

Qoria $QOR is an interesting software company which has been showing tremendous growth over the past years and is close to inflecting positively on earnings. With >20% topline growth and 75%+ gross margins, there's a ton of operating leverage potential. Trading at ~20x

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Pretty much every* out-of-bankruptcy play that we highlighted in our event-driven and spec sits monitor has been 🚀 We recently wrote about Capstone Green Energy $CGEH: We highlight Capstone which recently came out of bankruptcy. The shares are still trading OTC. As the company

ToffCap (@toffcap) 's Twitter Profile Photo

Opportunity cost is why I suck at pre-revenue mining investing. I Just don't have the patience needed. Sold Falcon $FAL at ~15ct, only to see these moves. It sucks, but gotta stick with what works for me.

Opportunity cost is why I suck at pre-revenue mining investing. I Just don't have the patience needed.

Sold Falcon $FAL at ~15ct, only to see these moves.

It sucks, but gotta stick with what works for me.
ToffCap (@toffcap) 's Twitter Profile Photo

Two days until the next TMM, our weekly overview of actionable event-driven trades and special sits. We continue to find new, interesting situations 👌👌

ToffCap (@toffcap) 's Twitter Profile Photo

We're out with TMM #64, our weekly overview of interesting event-driven and special sits 🔥🔥 This week, ao: - Spins, spins, spins - Funds buying into some pretty interesting names - Companies with inflecting earnings and catalyst kickers - Another batch of interesting

We're out with TMM #64, our weekly overview of interesting event-driven and special sits 🔥🔥

This week, ao:

- Spins, spins, spins
- Funds buying into some pretty interesting names
- Companies with inflecting earnings and catalyst kickers
- Another batch of interesting
ToffCap (@toffcap) 's Twitter Profile Photo

Aarghh 20+ years in the market and still massively annoyed when a stock 🚀 while I’m still doing the works.