ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly added to the list, with a special focus on companies that screen cheaply and catalyst trades. The list is dynamic; it will continue to grow and change going forward. If you have interesting additions to the list, feel free to contact us at
"III. NOTABLE COMPANY RESULTS (mostly European)"
Actually I found this section to be the most valuable.
Or else a section where you briefly monitor the quarterly/yearly business results of companies you hold, and your thoughts on it. Very valuable, imho.
Really appreciate all the work you put in to this!
As a whole very interesting list. Any thoughts/updates on Aston Martin? If they can turn it around and trade at even a third of Ferrari’s multiple there is huge potential. That said hard to see how they don’t need another capital raise