9 Comments
Nov 13, 2023Liked by ToffCap

Top-notch work, my fav series to read. Could you recommend any further reading/share more insights on CWBR?

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Do you have any idea what would be reasonable to expect for liquidation costs?

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author

We added CWBR to the list because it screened interesting, but we have not done due diligence (yet). Happy to hear your thought though if you do. Thanks

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Great work.Maybe I missed it but $GAN looks compelling 1.46. compared to offer 1.97

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Nov 19, 2023Liked by ToffCap

There is dealrisk around GAN's subsidiary Coolbet in case Chile goes ahead and bans their operations.

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Yes I like the TMM. Please continue

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Nov 20, 2023Liked by ToffCap

Great work! I need to revisit Howard Hughes, a long-term entry on my watchlist.

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Nov 13, 2023Liked by ToffCap

Great work as every week! Also SURG US is reporting tomorrow, hope to see a yet another beat!

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Nov 13, 2023Liked by ToffCap

Great work, as always. Thanks again!

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