ToffCap | Substack

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Long and short and now long again (but just a bit)

Where are we now

Oct 30, 2025 • ToffCap

Yes, that's actually the name

Oct 23, 2025 • ToffCap

Breaking apart to unlock the machine inside

This $1.8bn company is going for some serious SOTP unlock

Oct 3, 2025 • ToffCap

Trades and ideas

Some winners, a few easy trades and two new ideas

Sep 18, 2025 • ToffCap

If you have the right platform...

Rinse and repeat

Sep 4, 2025 • ToffCap

Is 2CRSi really becoming an AI infrastructure play?

We need your help on this one! (no paywall)

Aug 14, 2025

Ethanol production and HPC data centers

A few companies undergoing a serious transformation

Jul 17, 2025 • ToffCap

Trades and Ideas

Another inflecting small-cap, a VERY interesting liquidation, and some ugly stuff (though getting more asymmetric by the day)

Jul 3, 2025 • ToffCap

ToffCap

ToffCap

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.

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