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ToffCap posts on X about market cap, sits, momentum, $izea the most. They currently have XXXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXX% cryptocurrencies XXX% stocks XXXX% travel destinations XXXX% exchanges XXXX%
Social topic influence market cap #2284, sits #1013, momentum 1.35%, $izea 1.01%, over the 1.01%, $aze #1, cash flow 0.68%, $chgg 0.68%, $zdge 0.34%, $jet2 XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @dingo__hunter @lulevtrading @evfcfaddict @specsitscapmgmt @smantel @bsiegelir @kingdomcapadv @bitmoreleverage @nstepmum @gptbioversion @musiktier @clarksquarecap @olvehe @irbezek @capitaloptimism @boshking6 @xej5rqvpc6quqhu @pussenius @shawncarte37390
Top assets mentioned Jet2Holidays (JET2) Sotera Health Company Common Stock (SHC) School Hack Coin (SHC) Gigantix Wallet (GTX) Waves Enterprise (WEST) Centric Swap (CNS) Apron Network (APN) Endeavor Group Holdings, Inc. (EDR) Danaher Corporation (DHR) Howard Hughes Holdings Inc. (HHH) Seadrill Limited (SDRL) Western Digital Corp (WDC) Forward Air Corp (FWRD) Fortrea Holdings Inc. Common Stock (FTRE) MEI Pharma, Inc. (MEIP) Hundred Million (100M) Elk Finance (ELK) Bitfarms Ltd. (BITF) LCI Industries (LCII) TXNM Energy, Inc. (TXNM) Bluefin (BLUE)
Top posts by engagements in the last XX hours
"New one out π₯π Today we have an interesting company with clearly inflecting fundamentals which kind of reminds me of Zedge $ZDGE and $IZEA a liquidation with a limited downside and tons of optionality and some ugly but interesting stuff (youll know when you see it). As always @ToffCap"
X Link @ToffCap 2025-07-03T18:36Z 18.1K followers, 11.6K engagements
"Plural Investing on Jet2 $JET2 π"
X Link @ToffCap 2025-02-04T14:32Z 18.1K followers, 2897 engagements
"Interesting updates in McIntyre Partnerships' recent letter on Sotera Health $SHC and Garrett Motion $GTX which MP believes have plenty of upside left π"
X Link @ToffCap 2024-01-30T16:12Z 18.1K followers, 5186 engagements
"Insiders stepped in strongly at Westrock Coffee $WEST with the shares now down quite a bit over the past few years. This might be a good time to look at the company with inflecting growth earnings and cash flow generation. The future might look much different than the past. 10x ev/ebitda on FY26e for what could be XX% ebitda growth for some time. Still doing some work on this one. Happy to hear any takes"
X Link @ToffCap 2025-03-26T15:15Z 18.1K followers, 5723 engagements
"And another addition to the 'should have continued to do the works' pile $ABXX"
X Link @ToffCap 2025-09-11T13:27Z 18.1K followers, 11.4K 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 π₯ $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 @ToffCap 2023-09-04T12:50Z 18.1K followers, 24.9K engagements
"PhenixFIN $PFX is another company with the nice combo of insider purchases on the open market and interesting fundamentals. An investco trading at 0.62x BV with what seems a pretty interesting portfolio and $500m NOLs to be monetised. All for $100m market cap. $PFX was highlighted in our recent TMM our overview of actionable event-driven and special sits @ToffCap"
X Link @ToffCap 2025-07-05T12:44Z 18.1K followers, 14.2K engagements
"Daitron $7609is an interesting company selling electronic components and semiconductor processing equipment. XX% of market cap in current assets - total liabilities most of which cash. After a few years with slowing growth the topline seemed to have regained momentum over the recent quarters. Trading at 3.5x ev/ebitda Daitron recently started to buy back shares buying back almost X% in a quarter alone. Pretty clean register it seems"
X Link @ToffCap 2025-10-08T13:30Z 18.1K followers, 4525 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 @ToffCap 2025-10-01T12:27Z 18.1K followers, 4713 engagements
"Out with a new TMM our weekly overview of actionable event-driven and special sits π₯π₯ This week: - profitable companies selling assets and returning capital - some very intriguing merger arbs - odd-lot provisions - busted stocks but with insiders massively purchasing shares - cash shells with some (upcoming) action - a lot of activist action (one of our highest alpha generating flags) - drugs - small softwarecos ready to fly - . and much more. As always @ToffCap Enjoy"
X Link @ToffCap 2025-10-13T11:56Z 18.1K followers, 7053 engagements
"Elkem $ELK is a 'specialty' chemicals company where the combo of a high debt burden and poor macro are pressuring results and the balance sheet. As a consequence the company put its Silicones division (one of its largest divisions) up to sale. This has been going on for X months with the company now classifying the segment as discontinued. A sale at decent prices will significantly improve the b/s and provides a clear catalyst for a rerating"
X Link @ToffCap 2025-06-11T12:03Z 18.1K followers, 5732 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 @ToffCap 2024-09-19T14:47Z 18.1K followers, 75.9K engagements
"Too soon (obviously) $BITF"
X Link @ToffCap 2025-10-14T15:24Z 18.1K followers, 7248 engagements
"Some time ago you suggested this list of Polish gems π . Quite a few have done exceptionally wellπ Any updates additions suggestions Inpost $INSPT Mercor $MCR.WA Dino Polska $DNP.WA Synektik $SNT.WA Tarczynski $TAR.WA Debica $DPC.WA Monnari Trade $MON.WA Sygnity $SGN.WA Oponeo $OPN.WA Grupa Pracuj $GPP.WA Warsaw Stock Exchange $GPW.WA Eurosnack $ECK.WA Spyrosoft $SPR.WA Wittchen $WTN.WA Asseco $ASE.WA Ifirma $IFI.WA Ambra $AMB.WA Digital Network $DIG.WA Mobruk $MBR.WA Pepco $PCO.AW Auto Partner $APR.WA Aplisens $APN.WA"
X Link @ToffCap 2024-05-06T14:03Z 18.1K followers, 13.1K 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 withπ. I'll keep track of the performance in 2025 π"
X Link @ToffCap 2024-12-04T13:09Z 18.1K followers, 72.5K engagements
"There we go Our next event-driven and special sits monitor is out π₯ No paywall on this week's content πͺ As always @ToffCap. Enjoy $6758 $GLPG $IVG $FSP $TXMD $CHGG $ICCC $AVIR $ITOS $DTI $LCII $RPAY $3076 $ECOR $ENR $6670 $ULBI $HTLD $PMTS $AEET $TXNM $CGF $TBI $WNDR $BLUE $SXL $2267 $RET/A $3646 $9362 $1827 $2660 $VLN $AZE $VRM $VLG $SPEC $IZEA"
X Link @ToffCap 2025-05-19T12:06Z 18.1K followers, 27K 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 @ToffCap 2025-08-14T13:25Z 18.1K followers, 28.8K 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 @ToffCap 2024-05-05T14:29Z 18.1K followers, 32K engagements
"With the world seemingly getting more chaotic by the day here's XX β
companies in the defense space with great momentum that might be interesting to check outπ Chemring $CHG Axon $AXON Thales $HO General Dynamics $GD Rheinmetall $RHM BAE Systems $BAESY Leonardo $LDO Saab $SAABB BWX Tech $BWXT Lockheed Martin $LMT (though not really great momentum)"
X Link @ToffCap 2024-04-26T15:04Z 18.1K followers, 5781 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 π $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 @ToffCap 2024-09-09T12:11Z 18.1K followers, 13.2K engagements
"Market's liking $IZEA results with the stock moving strongly. Let's see if IZEA can finally hold on to the momentum. Still $X EV after today's +30% move"
X Link @ToffCap 2025-05-14T16:02Z 18.1K followers, 4110 engagements
"Out with TMM #68 our weekly overview of actionable event-driven and special sits π₯π₯ This week: - SOTP unlocks with catalysts - an Amer Sports XXX - transformational deals not yet recognized in the price - a low p/e company growing rapidly with a ton of cash on the b/s and an upcoming spin of a sub which makes it all more fascinating - potentially juicy tender offers - some very speculative pico-caps where a lot is going on - . and much more. As always @ToffCap. Enjoy"
X Link @ToffCap 2025-09-01T12:03Z 18.1K followers, 20.7K engagements
"Is $AMRK worth looking at todays levels"
X Link @ToffCap 2025-07-30T13:28Z 18.1K followers, 5776 engagements
"This is Brenntag $BNR $IMCD and Azelis' $AZE idiot brother. Look at the chart below π 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 @ToffCap 2024-11-12T18:37Z 18.1K followers, 8511 engagements