ToffCap

The next level

Partnering with KEDM

Jan 30 • ToffCap

22

1

Checking up on one of our largest losers

Multi-bagger upside. Much more than the first time. Just not now.

Jan 8 • ToffCap

6

December 2025

One last time

A small event-driven sit

Dec 4, 2025 • ToffCap

9

1

November 2025

Revisiting an old one

~70% upside to NAV, with (finally) some work done to close the gap

Nov 20, 2025 • ToffCap

4

1

October 2025

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

Where are we now

Oct 30, 2025 • ToffCap

19

1

3

HighCo

Yes, that's actually the name

Oct 23, 2025 • ToffCap

19

4

1

Breaking apart to unlock the machine inside

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

Oct 3, 2025 • ToffCap

11

1

September 2025

Trades and ideas

Some winners, a few easy trades and two new ideas

Sep 18, 2025 • ToffCap

13

2

If you have the right platform...

Rinse and repeat

Sep 4, 2025 • ToffCap

16

1

August 2025

Is 2CRSi really becoming an AI infrastructure play?

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

Aug 14, 2025

29

4

2

July 2025

Ethanol production and HPC data centers

A few companies undergoing a serious transformation

Jul 17, 2025 • ToffCap

7

1

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

12

2

1