Welcome to ToffCap.

What started as a one person blog, is now a small team of fund managers. We look at public companies all day, and like to write about them. Some of these companies are good, others bad, but most of all, they’re interesting. We also write short pieces about (niche) sectors and industries; the wider we cast our nets, the better we’ll be able to recognize good opportunities.

We generally post at least one idea per month and regularly provide updates on specific sectors and situations.

Keep in mind these are all investments / trades we’re looking at at the time of writing; we do not post when (if) we buy, sell and / or how we size the position.

YOU decide that for yourself.

Please feel free to to contact us and share your opinion; both positive and negative commentary is welcome. One can't know everything at all times about every investment, and sparring is one the best methods to improve.

We hope you find it useful.