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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.
Clark Square Capital
Trung Nguyen @SWIs
Frederik Gieschen
Dave Waters
ToffCap
toffcap.substack.com
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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