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[@ToffCap](/creator/twitter/ToffCap)
"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](https://x.com/ToffCap/status/1875176789863272539) [@ToffCap](/creator/x/ToffCap) 2025-01-03T13:46Z 18.1K followers, 16.5K 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](https://x.com/ToffCap/status/1904914993100837203) [@ToffCap](/creator/x/ToffCap) 2025-03-26T15:15Z 18.1K followers, 5725 engagements


"Care to share your worst performing stock ytd"  
[X Link](https://x.com/ToffCap/status/1940049250530074772) [@ToffCap](/creator/x/ToffCap) 2025-07-01T14:06Z 18.1K followers, 17.9K 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](https://x.com/ToffCap/status/1977704872603738138) [@ToffCap](/creator/x/ToffCap) 2025-10-13T11:56Z 18.1K followers, 7138 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](https://x.com/ToffCap/status/1698679818567496062) [@ToffCap](/creator/x/ToffCap) 2023-09-04T12:50Z 18.1K followers, 24.9K 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](https://x.com/ToffCap/status/1752364194710667699) [@ToffCap](/creator/x/ToffCap) 2024-01-30T16:12Z 18.1K followers, 5188 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](https://x.com/ToffCap/status/1787127593457557722) [@ToffCap](/creator/x/ToffCap) 2024-05-05T14:29Z 18.1K followers, 32K 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](https://x.com/ToffCap/status/1836779026742133153) [@ToffCap](/creator/x/ToffCap) 2024-09-19T14:47Z 18.1K followers, 75.9K 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](https://x.com/ToffCap/status/1864295842410094885) [@ToffCap](/creator/x/ToffCap) 2024-12-04T13:09Z 18.1K followers, 72.5K engagements


"Any current views on old FinX darling Cipher Pharma $CPH NCIB announced solid FCF not cheap"  
[X Link](https://x.com/ToffCap/status/1918274773345308902) [@ToffCap](/creator/x/ToffCap) 2025-05-02T12:02Z 18.1K followers, 7332 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](https://x.com/ToffCap/status/1940038681034989903) [@ToffCap](/creator/x/ToffCap) 2025-07-01T13:24Z 18.1K followers, 5024 engagements


"Some time ago you suggested this list of Polish gems 👇 . Quite a few have done exceptionally well👌 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](https://x.com/ToffCap/status/1787483388820988178) [@ToffCap](/creator/x/ToffCap) 2024-05-06T14:03Z 18.1K followers, 13.1K 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](https://x.com/ToffCap/status/1955984045340242310) [@ToffCap](/creator/x/ToffCap) 2025-08-14T13:25Z 18.1K followers, 28.8K 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](https://x.com/ToffCap/status/1856405929996005479) [@ToffCap](/creator/x/ToffCap) 2024-11-12T18:37Z 18.1K followers, 8517 engagements


"The turbulence at Evotec $EVT continues with today's news that the COO is stepping down. This comes after the resignation of the CEO in January and the CBO in September. All this action makes it interesting to keep this one assessed. As a reminder Evotec received an offer from Halozyme $HALO for EUR 2bn in cash. On Nov. XX Halozyme withdrew its proposal. (To note that $HALO dropped XX% on the news of the deal and has not recovered yet. IT might be interesting to look at HALO as well given very decent growth cash flow generation and valuation). Recently Triton Partners increased its stake and"  
[X Link](https://x.com/ToffCap/status/1862483054540816740) [@ToffCap](/creator/x/ToffCap) 2024-11-29T13:05Z 18.1K followers, 6043 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](https://x.com/ToffCap/status/1973364270017519682) [@ToffCap](/creator/x/ToffCap) 2025-10-01T12:27Z 18.1K followers, 4718 engagements


"enX Group $ENX (South Africa) is a diversified industrial group that has been reviewing and subsequently selling chunks of its operations. They already returned R285 p/s this year; corrected for these the shares are up XX% over the past year. The company also reiterated that it will continue to review to maximise value. Clean b/s. Interesting sit"  
[X Link](https://x.com/ToffCap/status/1978089458000957619) [@ToffCap](/creator/x/ToffCap) 2025-10-14T13:24Z 18.1K followers, 4566 engagements