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🔥 Our Event-Driven Monitor 🔥
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Discussions
The next level
Partnering with KEDM
Jan 30
•
ToffCap
22
1
Checking up on one of our largest losers
Multi-bagger upside. Much more than the first time. Just not now.
Jan 8
•
ToffCap
6
December 2025
One last time
A small event-driven sit
Dec 4, 2025
•
ToffCap
9
1
November 2025
Revisiting an old one
~70% upside to NAV, with (finally) some work done to close the gap
Nov 20, 2025
•
ToffCap
4
1
October 2025
Long and short and now long again (but just a bit)
Where are we now
Oct 30, 2025
•
ToffCap
19
1
3
HighCo
Yes, that's actually the name
Oct 23, 2025
•
ToffCap
19
4
1
Breaking apart to unlock the machine inside
This $1.8bn company is going for some serious SOTP unlock
Oct 3, 2025
•
ToffCap
11
1
September 2025
Trades and ideas
Some winners, a few easy trades and two new ideas
Sep 18, 2025
•
ToffCap
13
2
If you have the right platform...
Rinse and repeat
Sep 4, 2025
•
ToffCap
16
1
August 2025
Is 2CRSi really becoming an AI infrastructure play?
We need your help on this one! (no paywall)
Aug 14, 2025
29
4
2
July 2025
Ethanol production and HPC data centers
A few companies undergoing a serious transformation
Jul 17, 2025
•
ToffCap
7
1
Trades and Ideas
Another inflecting small-cap, a VERY interesting liquidation, and some ugly stuff (though getting more asymmetric by the day)
Jul 3, 2025
•
ToffCap
12
2
1
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