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@ToffCap Avatar @ToffCap ToffCap

ToffCap posts on X about business, $aze, market cap, ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Social Influence

Social category influence finance XX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% automotive brands XXXX% agencies XXXX% travel destinations XXXX% formula 1 XXXX%

Social topic influence business #3315, $aze #1, market cap #989, ai 4.41%, agencies #344, $imcd #1, balance sheet #799, $edr 2.94%, target 2.94%, $clbt #3

Top accounts mentioned or mentioned by @ataicapital @joinyellowbrick @fclcapital @csouzazep @wolfejosh @luxcapital @deepsailcapital @1maincapital @thijsbuitenhuis @mr_neutral_man @tourlite @haydencapital @bobrobotti @hkuppy @kuppyskorner @longcastadviser @kedmcom @recurvecapital @luxopesresearch @kingdomcapadv

Top assets mentioned Endeavor Group Holdings, Inc. (EDR) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Verisign, Inc. (VRSN) Lossless (LSS) Alight, Inc. (ALIT) Motorola Solutions Inc (MSI) Stride, Inc. (LRN) Uber Technologies, Inc. (UBER) Shopify Inc (SHOP) BNBOFLEGENDS (BOL) Aston Martin Cognizant Fan Token (AM) Ergo (ERG) MetaFighter (MF) Decentral Games (DG) PayPal Holdings Inc (PYPL) Methanex Corp (MEOH) MX Token (MX) Telefonica Brasil, S.A. American Depositary Shares (Each representing One Common Share) (VIV) MakeMyTrip Limited (MMYT) POP MART (PMRTY)

Top Social Posts

Top posts by engagements in the last XX hours

"Alight's $ALIT stock has been obliterated now down to $X from roughly $X in about a year. While the trend continues to be downward its interesting to see that insiders stopped selling and started buying. Alight has been working diligently to improve operations a.o. selling its Professional Services delevering the balance sheet and improving efficiencies (ao with a big cloud migration) which should lift margins over the next few years. Theres also a new CEO. Starboard was the largest shareholder at X% which recently dropped to 0%. Keeping an eye on this one. Should the business even stabilise"
X Link 2025-12-10T14:07Z 18.4K followers, 7945 engagements

"December already hit the calendar. Let's keep this yearly tradition alive. What's your best idea going into 2026 (and why) Just shoot"
X Link 2025-12-01T13:28Z 18.4K followers, 18.2K engagements

"Here's a few interesting companies and topics I found over the past week 👇 Some of these look like potential multi-baggers. 🧵"
X Link 2025-12-09T13:15Z 18.4K followers, 12.1K engagements

"@AtaiCapital @FCLCapital assessed the impact of AI on their porfolio and dove deep into $ASML. Always good to refresh"
X Link 2025-12-09T13:15Z 18.4K followers, 1158 engagements

"The open market purchases from funds in Synchro Food $3963 have been crazy 👇 AVI now leading the pack at roughly 26%. Relatively muted price action imo given the clear interest particularly compared to other Japanese names which tend to rocket at much less 🧐"
X Link 2025-12-10T15:27Z 18.4K followers, 2044 engagements

"What a release from eDream $EDR. Management says its getting progressively harder to target Ryanair capacity as the airline tightens its efforts to prevent online travel agencies (especially eDreams) from selling its seats. This is nothing new but the pace has clearly picked up impacting eDreams business. Factoring in those headwinds together with ao the shift away from annual subscription billing (pretty large drag on cash income) $EDR slashed its 202526 cash ebitda outlook to 155m from the earlier 215m. That's a tough cut. And the target for new Prime subscribers also drops to 600k from 1"
X Link 2025-11-19T10:55Z 18.4K followers, 17.8K engagements

"@GreenhavenRoad on Cellebrite $CLBT 👇 Cellebrite's niche in digital forensics isnt really threatened by AI-enabled build vs buy dynamics. Law-enforcement agencies simply dont have the budget talent or legal infrastructure to replicate Cellebrites ability to unlock analyze and manage mobile data in a compliant chain-of-custody-ready system. AI is more likely to be a tailwind: the company is rolling out investigative AI tools in January to help overwhelmed agencies deal with backlogs. Growth has temporarily slowed due to U.S. budget noise DOGE and contract delays but tailwinds (from ao the Big"
X Link 2025-12-04T15:37Z 18.4K followers, 4805 engagements

"There's a good $VRSN short report on VIC (now available to all) 👇"
X Link 2025-12-05T18:36Z 18.4K followers, 6972 engagements

"@AtaiCapital discussed old TC favorite BK Technologies $BKTI in its Q3 letter. $BKTI makes rugged land mobile radios for fire and police in a high-stakes market where reliability matters far more than price. The industry is an oligopoly dominated by Motorola and customers are very reluctant to switch which makes BKs consistent share gains more impressive. Since CEO John Suzuki joined he has delayed a flagship launch and suspended the dividend to reinvest which paid off in sharply higher margins and strong revenue growth. The BKR 9000 multiband radios priced at roughly half of comparable"
X Link 2025-12-09T13:15Z 18.4K followers, 2455 engagements

"@AtaiCapital @FCLCapital @wolfejosh @Lux_Capital Q3 LP letter was an incredibly interesting read reflecting on the fund's past XX years and taking a look into the future. Highly recommend"
X Link 2025-12-09T13:15Z 18.4K followers, 1138 engagements

"Stride $LRN is a virtual K-12 school operator thats been hammered from $XXX to $0after a messy rollout of a new learning management system that frustrated parents and cost 1015k potential students out of 250k. The core thesis is that this is fixable tech not broken demand: enrollments and EBIT are still growing X% a cleaner parent interface launches in January 2026 and choice/online schooling demand remains strong. Meanwhile the stock trades at about 4-5x EBIT sits on a healthy balance sheet and is running a buyback of nearly XX% of shares. If EBIT recovers toward $600m by FY 2027 and the"
X Link 2025-12-09T13:15Z 18.4K followers, XXX engagements

"Interesting Hydreight $NURS.V write up from @DeepSailCapital Hydreight is building whats basically an Uber + Shopify for healthcare with three linked platforms: a mobile nurse app a white-label telehealth engine and a compliance/clinical backbone. Revenue has exploded from C$3m in 2022 to a forecast C$100m in the next XX months driven by VSDHOne which could see 1.3m DTC orders in 2025 and potentially scale to C$400-500m revenue and beyond if momentum holds. The upside case is that Hydreight becomes the go-to infrastructure layer for GLP-1 weight loss wellness and other DTC health brand"
X Link 2025-12-09T13:15Z 18.4K followers, 3304 engagements

"If you ever thought "I love salt. I would really like to own a salt company" well. cash and NOL company ContextLogic $LOGC finally announced an acquisition. US Salt soon to become a listed company"
X Link 2025-12-09T14:02Z 18.4K followers, 18.4K engagements

"This is it. This is the chart that makes me feel like an idiot every day. Siemens Energy $ENR. Engineer brother in law working there constantly bugging me during 2023/2024 to look at it. "Sure business is bad now but we've got so much demand lined up" And what did I do"
X Link 2025-12-11T13:23Z 18.4K followers, 5124 engagements

"I have not vetted them all but quite a few interesting French companies on this list 👌. Thanks all. Odet $ODET Thermador $THEP We.Connect $ALWEC Cegedim $CGM Precia $ALPM TFF $TFF Gerard Perrier $PERR Laurent Perrier $LPE Neurones $NRO Bollore $BOL Dassault Aviation $AM Dassault systemes $DSY Eurofins $ERG Wendel $MF Rubis $RUI LNA Sante $LNA Vinci $DG Waga $WAGA Nexity $NXI Haulotte $PIG Onlineformapro $MLONI Boa Concept $ALBOA Freelance .com $ALFRE Guerbet $GBT Derichebourg $DBG Groupe SFPI $SFPI"
X Link 2023-12-04T11:37Z 18.4K followers, 32.3K engagements

"Traveling to France this week to visit a few companies a.o. good old Lectra $LSS. Any favorite French companies on your list"
X Link 2024-04-16T12:19Z 18.4K followers, 29.9K engagements

"Paypal $PYPL deep dive from Wedgewood Partners👇"
X Link 2024-07-16T13:03Z 18.4K followers, 98.1K engagements

"Indeed. Another week another $OCI divestment. The liquidation continues - along with the market's poor appreciation of this dynamic. Just look at the chart 👇 $OCI so far divested $11.6bn in assets on a $10bn EV. Many chemcos remain massively misunderstood. We highlighted $OCI regularly in our Toffcap Monday Monitor our overview of interesting event-driven trades and companies. Find it @ToffCap (no paywall)"
X Link 2024-09-09T12:11Z 18.4K followers, 13.2K engagements

"We're looking for good multi-year investments target 2x in X years 3x in X years. Earnings growth + multiple expansion. Any suggestions"
X Link 2024-09-19T14:47Z 18.4K followers, 75.9K engagements

"In the category of crapped out companies Harbor Diversified $HRBR looks like a weird but interesting one. Harbor faced delisting given their inability to file current financials. The stock has been suffering (a lot) as a consequence crushing the valuation to extremely low levels. Despite this Harbor has a few very good contracts which seem to continue to ramp. This combined with the company getting current (and eventually uplisting again) might create an interesting set up. We highlighted $HRBR in our Toffcap Monday Monitor our overview of interesting event-driven trades and companies. Find"
X Link 2024-10-02T13:39Z 18.4K followers, 5956 engagements

"This is Brenntag $BNR $IMCD and Azelis' $AZE idiot brother. Look at the chart below 👇 Besides bad results Brenntag decided that it would be best not to go ahead with the (full) split. I've stated this before splitting the company might sound good but is a HUGE operation - almost impossible. Brenntag is stuck. It is too large (thus inefficient) for its combo-model to challenge its pure play competitors and its extremely poor integration record create a massive disadvantage. That does not mean it'll never be a good investment - there's a price for everything. But if you (still) believe that"
X Link 2024-11-12T18:37Z 18.4K followers, 8877 engagements

"With a few weeks remaining to the year. . what's your best idea for 2025 (and why) Let's see what we come up with👌. I'll keep track of the performance in 2025 🚀"
X Link 2024-12-04T13:09Z 18.4K followers, 72.6K engagements

"The recent Vivendi $VIV mega-split is providing some interesting opportunities. One of them is good old Havas $HAVAS. Weve known Havas for a long time. The sixth-largest advertising agency globally it ranks below Publicis Omnicom WPP Interpublic and Dentsu making it the smallest among the big X. As regularly highlighted in our TMM we expected quite some volatility around the split; all four business are pretty different and have to trade accordingly. And indeed weve selling pressure particularly over the first days. $HAVAS has long been a meh kind of business with plenty of competition both"
X Link 2025-01-03T13:46Z 18.4K followers, 16.5K engagements

"MakeMyTrip $MMYT is an Indian but US-listed OTA that has been growing very strongly with cash flow generation ramping over the past few years. $MMYT recently announced that it intends to repurchase shares from Trip for c. $3bn (23% of the market cap). Could be a nice India play"
X Link 2025-07-01T13:24Z 18.4K followers, 5082 engagements

"Just published on a new company and this is one Im going to need your help with. No paywall on this one. Despite having done little work on the industry I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works. I figured that the current order momentum was still not nearly being reflected in the price and we could at least play this one for a short rerating. Well the market clearly woke up on this one. Our smallish position is up +160% and were hitting ourselves for having postponed the hard work to today. Despite the recent move the"
X Link 2025-08-14T13:25Z 18.4K followers, 29.3K engagements

"Chinese retail brand Miniso $9896 HK plans to spin off its pop-culture collectibles unit and separately list it in Hong Kong. Though certainly not fully comparable this one could be interesting to follow given the big success (frenzy) of Labubu maker Pop Mart $9992. I would expect the spin to move rather quickly to take as much advantage of the hype as possible. Let's see"
X Link 2025-10-01T12:27Z 18.4K followers, 4804 engagements

"💯 Lots of pain in the markets right now for the spec chem distributors $IMCD and $AZE"
X Link 2025-11-19T15:08Z 18.4K followers, 9749 engagements

"Do you like pain Or better are you a value investor Than old school industries like chemicals and raw mats just might be for you"
X Link 2025-11-20T14:12Z 18.4K followers, 7887 engagements

"TalkPool $TALK (Sweden) refocused its business by exiting loss-making countries and shutting down its unprofitable IoT arm leaving behind a cleaner profitable telecom services platform. Growth is now driven by its low-cost Pakistani remote-services team expanding internationally and by a small but fast-developing technology division expected to scale meaningfully by 2030. Recent results show improving margins stronger Q4 momentum and management sees more upside; guidance is for 40m revenue by 2030 with mid-teens ebitda margins. A profitable and rapidly growing pico-cap at 8x p/e"
X Link 2025-11-25T13:53Z 18.4K followers, 4799 engagements

"Now that most companies reported let's see what Greenblatt's Magic Formula churns out. Here are the top XX companies with a market cap $50m 👇"
X Link 2025-11-28T13:31Z 18.4K followers, 16.5K engagements

"And the top XX with a market cap $500m"
X Link 2025-11-28T13:32Z 18.4K followers, 3050 engagements

"Jokes aside I truly believe a basket of chems will massively outperform the market over the next three years or so. I've got clients saying "the industry is dead". That is such an absurd thing to say. If the chemicals industry dies it's not my portfolio I'll be worried about. (which btw will do very well because I'll be massively long gun stocks.)"
X Link 2025-11-30T13:26Z 18.4K followers, 49.5K engagements

"$BILL by 13D Activist Fund. BILL once a COVID-era hyper-growth favorite has seen its valuation collapse as revenue growth slowed and costs surged leaving the company unprofitable despite a nearly tenfold increase in sales. Starboard stepped in with an XXX% stake and a four-director slate arguing BILL badly overspent on SG&A headcount and R&D. Its plan centers on restoring margins targeting the Rule of XX and rationalizing investment. Within weeks BILL agreed to add four new directors while Elliott also took an activist position raising the prospect of a sale"
X Link 2025-12-03T13:15Z 18.4K followers, 2166 engagements

"Every now and then I go back and reread @hkuppy 's posts - which are mandatory reading. All posts can be found at @kuppyskorner. His recent posts discuss the potential impact of the AI capex bubble collapsing. The recent AI buildout reveals a massive disconnect: industry insiders openly acknowledge that the financial math doesnt work even as spending exceeds $XX billion a month while revenues remain only $15-20 billion. Faster depreciation cycles sometimes just three to five years mean the revenue required to justify 2025 capex rises toward $320-480 billion and combining 2025-26 spending"
X Link 2025-12-03T13:15Z 18.4K followers, 9139 engagements

"@longcastadviser on Pro-Dex $PDEX PDEX saw a sharp unexplained stock drop in September and responded with a press release clarifying it is not the blockchain platform with the same ticker. Its 10Q added a new risk factor noting that AI-generated errors can impact the stock after a litigation firm circulated an AI-created release based on outdated information. Beneath that noise the filing detailed meaningful positives: negotiations for a renewal with its largest customer an acquisition of a key supplier to meet expected demand new self-branded CMT and thoracic products and confirmation that"
X Link 2025-12-03T13:15Z 18.4K followers, 3397 engagements

"@HaydenCapital @BobRobotti @KEDM_COM @RecurveCapital @hkuppy @kuppyskorner @longcastadviser @CapitalVoss always has detailed updates and their letters are worth a read. This time discussing $FIVN $EEFT $XPOF $PRKS $FLYW and $CLBT"
X Link 2025-12-03T13:15Z 18.4K followers, 2909 engagements

"Me: "So how's your year going" Fund manager at dinner table: "Tough year. We're underperforming the benchmark. But we do have lower volatility""
X Link 2025-12-05T13:17Z 18.4K followers, 3033 engagements

"Meanwhile Marex $MRX showing a nice rebound"
X Link 2025-12-06T15:15Z 18.4K followers, 7328 engagements

"Bigben Interactive $BIG This one is quite risky and almost certainly too early to get involved but theres massive upside IF the company makes it work. Bigben recently resolved its long-running refinancing overhang removing the most immediate liquidity threat and giving the group breathing room. Good news but the underlying story hasnt changed much. Its consumer electronics division is stuck in a sluggish smartphone market while Nacons gaming arm is leaning heavily on a small slate of upcoming releases to regain traction. The promise of balancing hardware and software still isnt delivering. IF"
X Link 2025-12-07T16:35Z 18.4K followers, 5060 engagements

"Interesting updates in McIntyre Partnerships' recent letter on Sotera Health $SHC and Garrett Motion $GTX which MP believes have plenty of upside left 👇"
X Link 2024-01-30T16:12Z 18.4K followers, 5286 engagements

"There will be an opportunity to make a ton of 💰 amidst the chaos in car land. Alarming situation 2-3 years left to save the brand - Volkswagen $VOW management. Similar tone at Renault $RNO Mercedes $MBG and plenty of other large brands. Overcapacity (Chinese) competition uneconomical plants breaking of the EV mirage consumer pressure green ideologies etc etc. A LOT of headwinds are hitting this market which has been driven by uneconomical ideologies paid with zero interest rates for years. Im doing the works. I want to be ready"
X Link 2024-09-08T17:00Z 18.4K followers, 13.8K engagements

"Weird $AMPG offering feels like something's (big) coming up"
X Link 2025-10-30T16:22Z 18.4K followers, 10.2K engagements

"@KEDM_COM with yet again an interesting investing theme. The surge of bitcoin-treasury companies in 2025 was always bound to unravel. Their high valuations depended on issuing stock to buy more bitcoin a reflexive loop that collapsed once premiums flipped to discounts and firms like $MSTR could no longer issue shares. With no intrinsic use case crypto behaves like a flow-driven Ponzi sustained only by ever-larger buyers. As that dynamic fades attention may shift to gold where demand is strengthening in Asia and U.S. rate pressures support prices. A potential multi-year mining cycle could"
X Link 2025-12-03T13:15Z 18.4K followers, 1667 engagements

"I wonder what Verisign $VRSN insiders think about the stock"
X Link 2025-12-05T15:03Z 18.4K followers, 10.4K engagements

"Saratoga Investama $SRTG is an Indonesia-focused investment holdco trading at roughly a XX% discount to its NAV. About XX% of NAV sits in four large listed businesses across coal battery materials copper gold and towers giving clean exposure to a commodity-heavy hard-to-access market with minimal balance sheet risk and very low cost leakage. Thanks to Indonesias tax regime dividends and capital gains flow up to $SRTG almost tax-free and management plans to redeploy roughly $100150m a year into 20%+ IRR growth deals. If sentiment toward EM / commodities / holdcos improves and the discount"
X Link 2025-12-09T13:15Z 18.4K followers, 1018 engagements

"@1MainCapital on Radiant Logistics $RLGT an underfollowed 3PL logistics company trading at 5x normalized EBITDA a clear discount to larger logistics peers. $RLGT runs a network of XX company-owned and XX exclusive agent locations that sit on top of trucking rail air and ocean carriers avoiding heavy capex and utilization risk. Capital allocation is the real edge: RLGT buys agencies at mid-single-digit EBITDA multiples has grown revenue 35x to over $900m while only modestly diluting shareholders and sits in a net cash position. In the current freight recession theyre leaning in accelerating"
X Link 2025-12-09T13:15Z 18.4K followers, 1046 engagements

"@AtaiCapital @FCLCapital @wolfejosh @Lux_Capital @Thijsbuitenhuis @1MainCapital @DeepSailCapital @LuxOpesResearch always provides interesting short takes on the latest news at a lot of European companies. Worth following"
X Link 2025-12-09T13:15Z 18.4K followers, 2074 engagements

"@AtaiCapital @FCLCapital @wolfejosh @Lux_Capital @Thijsbuitenhuis @1MainCapital @DeepSailCapital @LuxOpesResearch Power Politics: Energy Self-Sufficiency in a Modern Mercantilist World from Bridgewater 👇"
X Link 2025-12-09T13:15Z 18.4K followers, 1988 engagements

"Maersk recently completed the spin-off of Svitzer $SVITZR the global leader in the towage market. With a market cap of roughly $1bn this is a relatively small spin compared to $MAERSK (at $24bn) which could lead to some interesting action. Svitzer invested heavily over the past few years and cash flow generation should increase over the next few years. Given steady market growth a healthy fleet and good positioning $SVITZR is set for good growth ahead. Let's see what the price action will be over the next few weeks. We highlighted this one in our TMM our overview of interesting event-driven"
X Link 2024-05-05T14:29Z 18.4K followers, 32.1K engagements

"Hain Celestial $HAIN recently disclosed that it has completed the analysis and evaluation of its portfolio identifying many strong and valuable brands. As a reminder Hains share price has been obliterated over the past years as a large debt burden weak execution leadership churn and declining organic demand are fueling bankruptcy fears. But lenders have repeatedly eased covenants the company still generates positive FCF and the strategic review is still underway. Insiders have been consistently buying as the share price dropped. Not for the faint of hearth but large upside IF the companys"
X Link 2025-12-06T16:54Z 18.4K followers, 7559 engagements

"Norbury Capital @Thijsbuitenhuis continues its great performance and provided an update on $AZE and $IMCD. "Were currently in a despair phase of the stock where price feeds into a more negative narrative. If analysts start to ask on conference calls whether the business model still works you know you are close to peak negativity.""
X Link 2025-12-09T13:15Z 18.4K followers, 5521 engagements

"National Presto $NPK is an interesting company with no coverage where a lot seems to be happening. NPK operates various segments ao an Houseware and Safety segment which seem your average boring appliances. The company also operates a Defense segment because why not sell ammo together with a deep fryer. This segment is currently growing rapidly and a healthy backlog promises continued strong earnings growth going forward. Consumer is being a drag on results but the mix is changing rapidly. Last quarter saw XX% yoy growth on already tough(er) comps. Once margins stabilise and growth itll the"
X Link 2025-12-10T15:45Z 18.4K followers, 6028 engagements

"We're out with a new TMM a list of interesting investments and event-driven trades that we regularly find. This week quite a few on the event-driven side. Check it out 🔥 $BKHT $CNS $APN $VEEE / $FRZA $EDR $AZE $LICT $TKA $DHR $WDC $PMV $XXX $HHH $FUTR $CHGG $SDRL $MEIP $FWRD $FTRE $LEE $ABP $BCTX $SOLB $CBD $NOVN $TOPS"
X Link 2023-09-04T12:50Z 18.4K followers, 25K engagements

"@RecurveCapital on Cogent's $CCOI 's brutal correction. Cogents collapse stems from a dividend cut and slower-than-promised wavelength growth but the core network is functioning well and customer interest is real. The business already has $45m in run-rate revenue substantial signed but not yet billing contracts and very high incremental margins. With monetizable assets stabilizing legacy operations and a network built for a decade of expansion successful execution could unlock $10/share in future FCF. If growth finally accelerates management sees the potential for a Carvana-like multi-year"
X Link 2025-12-03T13:15Z 18.4K followers, 2358 engagements

"Butler $BUKS continues to perform 🚀 - Q2 revenues +8.8% - operating income +46% - net income +67% 🔥🔥 The results reflected a XX% revenue increase in Aerospace Products mainly from Aircraft Modification and Special Mission Electronics production efficiencies. If something is called 'Special Mission' ofc it'll sell"
X Link 2025-12-11T17:41Z 18.4K followers, 3637 engagements