Archive - ToffCap

April 2025

Trades and ideas

PE, more LEAPS, cash shells, drugs, some quality and some dirt

Apr 11 •

March 2025

February 2025

A very high quality secular compounder at a neat discount

We give thanks to the market

Feb 20 •

A managed wind-down

With a clear path to ~60% upside to NAV

Feb 18 •

A ToffCap spin-off!

Unlocking that SOTP

Feb 8 •

January 2025

Launching a paid version

Jan 27 •

A LOT of action under the surface

Jan 24 •

Butler National

A good trade, perhaps even a nice investment

Jan 24 •

A micro-cap seemingly on the verge of a big inflection

Jan 24 •

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