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@ToffCap Avatar @ToffCap ToffCap

ToffCap posts on X about over the, cash flow, $west, $aze the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXX% cryptocurrencies XXXX% stocks XXXX% travel destinations XXXX% countries XXXX% agencies XXXX%

Social topic influence over the 1.41%, cash flow #423, $west #14, $aze #1, insiders #238, has been 0.71%, market cap 0.71%, momentum #2843, up the 0.35%, 2x XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @dingo__hunter @lulevtrading @bsiegelir @evfcfaddict @specsitscapmgmt @kingdomcapadv @bitmoreleverage @musiktier @clarksquarecap @irbezek @capitaloptimism @gptbioversion @nstepmum @smantel @boshking6 @pussenius @shawncarte37390 @alexeliasson @hkuppy

Top assets mentioned Waves Enterprise (WEST) Sotera Health Company Common Stock (SHC) School Hack Coin (SHC) Gigantix Wallet (GTX) Cypherium (CPH) 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) Elk Finance (ELK) Bitfarms Ltd. (BITF) MakeMyTrip Limited (MMYT) Telefonica Brasil, S.A. American Depositary Shares (Each representing One Common Share) (VIV) Charg Coin (CHG) General Dynamics Corporation (GD) Axon Enterprise, Inc. (AXON) Lockheed Martin Corporation (LMT) Lido DAO (LDO) BWX Technologies, Inc. (BWXT) Limitus (LMT) Amer Sports, Inc. (AS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Friends we need some help. We cleaned up quite a bit👇. Our watchlist is full but most of the ideas are special sits and we don't want too many. We're looking for good multi-year investments target 2x in X years 3x in X years. Earnings growth + multiple expansion. 🙏🙏"
X Link @ToffCap 2024-07-13T13:05Z 18.1K followers, 81.1K engagements

"New one out 🔥👇 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

"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 @ToffCap 2024-01-30T16:12Z 18.1K followers, 5181 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, 5719 engagements

"Any current views on old FinX darling Cipher Pharma $CPH NCIB announced solid FCF not cheap"
X Link @ToffCap 2025-05-02T12:02Z 18.1K followers, 7331 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 @ToffCap 2023-09-04T12:50Z 18.1K followers, 24.9K 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, 4710 engagements

"Out with a new TMM our weekly overview of actionable event-driven and special sits 🔥🔥 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, 7011 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, 5729 engagements

"Too soon (obviously) $BITF"
X Link @ToffCap 2025-10-14T15:24Z 18.1K followers, 7209 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 @ToffCap 2025-07-01T13:24Z 18.1K followers, 5022 engagements

"We're out with TMM #73 our weekly overview of actionable event-driven and special sits 🔥🔥 This week: - again activist action all over the place - some very intriguing merger arbs - busted companies with pretty good assets probably going to divest some (at EV) - cool liquidations - cool tender offers - a TON of Japanese companies doing interesting stuff - wolves - as always companies nearing inflection points (and the market not caring much) - . and much more. As always @ToffCap Enjoy"
X Link @ToffCap 2025-10-06T11:57Z 18.1K followers, 7719 engagements

"More open market purchases from insiders (ao the Chairman / co-founder) at Westrock Coffee $WEST. Shares seem to have found a decent base (fwiw). This could get interesting if operating (finally) kicks in"
X Link @ToffCap 2025-06-13T12:04Z 18.1K followers, 3281 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

"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 @ToffCap 2025-01-03T13:46Z 18.1K followers, 16.4K engagements

"With the world seemingly getting more chaotic by the day here's XX ✅ companies in the defense space with great momentum that might be interesting to check out👇 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, 5780 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

"Out with TMM #68 our weekly overview of actionable event-driven and special sits 🔥🔥 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

"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 @ToffCap 2024-11-12T18:37Z 18.1K followers, 8498 engagements