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Mongolia Growth Group
Not your typical investment vehicle.
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ToffCap's Monday Monitor #10
Interesting companies and event-driven trades
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On boring businesses
Cinema projectors, Daktronics and ADF Group
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The Specialty Chemicals Distribution Market
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ToffCap's Monday Monitor #10
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On boring businesses
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ToffCap's Monday Monitor #9
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ToffCap's Monday Monitor #7
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ToffCap's Monday Monitor #9
ToffCap’s Monday Monitor provides a snapshot of interesting potential investments and event-driven trades we find while turning over many rocks, with a…
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ToffCap
2
ToffCap's Monday Monitor #8
ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly…
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ToffCap
2
Barco
Today’s company is Barco (€1.8bn market cap), a Belgian technology company with a focus on imaging technology. This is a high-quality, well-financed…
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ToffCap
2
ToffCap's Monday Monitor #7
ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly…
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ToffCap
2
ToffCap's Monday Monitor #6
ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly…
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ToffCap
6
ToffCap's Monday Monitor #5
ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly…
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ToffCap
3
ADF Group
I’ll keep this one short, given its simplicity. I recently tweeted about ADF Group, a company that has been performing very well, with the share price…
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ToffCap
ToffCap
ToffCap
Fund managers. We look at LOTS of companies and industries, and like to write about them; some are good, others bad. We share research and (many) event-driven ideas.
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