Welcome to ToffCap. I'm a fund manager. I 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. I 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.
I 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 I'm looking at at the time of writing; I do not post when (if) I buy, sell and / or how I size the position. YOU decide that for yourself.
Please feel free to to contact me and share your opinion; both positive and negative commentary is very welcome. One can't know everything at all times about every investment, and sparring is one the best methods to improve.
I hope you find it useful.