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# ![@ToffCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1296685619104620544.png) @ToffCap ToffCap

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

### Engagements: XX [#](/creator/twitter::1296685619104620544/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296685619104620544/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1296685619104620544/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296685619104620544/c:line/m:posts_active.svg)

- X Week XX +13%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +15%

### Followers: XXXXXX [#](/creator/twitter::1296685619104620544/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296685619104620544/c:line/m:followers.svg)

- X Week XXXXXX +0.10%
- X Month XXXXXX +0.35%
- X Months XXXXXX +6.50%
- X Year XXXXXX +34%

### CreatorRank: undefined [#](/creator/twitter::1296685619104620544/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296685619104620544/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1296685619104620544/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [agencies](/list/agencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[market cap](/topic/market-cap) #1697, [over the](/topic/over-the) 1.35%, [$aze](/topic/$aze) #1, [cash flow](/topic/cash-flow) #437, [sits](/topic/sits) #1053, [investments](/topic/investments) 0.67%, [$chgg](/topic/$chgg) #2, [momentum](/topic/momentum) 0.67%, [a list](/topic/a-list) 0.34%, [$bkht](/topic/$bkht) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@dingo__hunter](/creator/undefined) [@lulevtrading](/creator/undefined) [@evfcfaddict](/creator/undefined) [@specsitscapmgmt](/creator/undefined) [@smantel](/creator/undefined) [@bsiegelir](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@bitmoreleverage](/creator/undefined) [@nstepmum](/creator/undefined) [@musiktier](/creator/undefined) [@clarksquarecap](/creator/undefined) [@irbezek](/creator/undefined) [@olvehe](/creator/undefined) [@capitaloptimism](/creator/undefined) [@boshking6](/creator/undefined) [@xej5rqvpc6quqhu](/creator/undefined) [@gptbioversion](/creator/undefined) [@pussenius](/creator/undefined) [@shawncarte37390](/creator/undefined)

**Top assets mentioned**
[Centric Swap (CNS)](/topic/$cns) [Apron Network (APN)](/topic/$apn) [Danaher Corporation (DHR)](/topic/$dhr) [Endeavor Group Holdings, Inc. (EDR)](/topic/$edr) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Seadrill Limited (SDRL)](/topic/$sdrl) [Western Digital Corp (WDC)](/topic/$wdc) [Forward Air Corp (FWRD)](/topic/$fwrd) [Fortrea Holdings Inc. Common Stock (FTRE)](/topic/$ftre) [MEI Pharma, Inc. (MEIP)](/topic/$meip) [Telefonica Brasil, S.A. American Depositary Shares (Each representing One Common Share) (VIV)](/topic/$viv) [Waves Enterprise (WEST)](/topic/$west) [MakeMyTrip Limited (MMYT)](/topic/$mmyt) [Sotera Health Company Common Stock (SHC)](/topic/sotera-health) [School Hack Coin (SHC)](/topic/$shc) [Gigantix Wallet (GTX)](/topic/$gtx) [Methanex Corp (MEOH)](/topic/$meoh) [MX Token (MX)](/topic/$mx) [LCI Industries (LCII)](/topic/$lcii) [TXNM Energy, Inc. (TXNM)](/topic/$txnm)
### Top Social Posts [#](/creator/twitter::1296685619104620544/posts)
---
Top posts by engagements in the last XX hours

"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 πŸ”₯ $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


"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


"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


"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


"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


"Interesting updates in McIntyre Partnerships' recent letter on Sotera Health $SHC and Garrett Motion $GTX which MP believes have plenty of upside left πŸ‘‡"  
[X Link](https://x.com/ToffCap/status/1752364194710667699) [@ToffCap](/creator/x/ToffCap) 2024-01-30T16:12Z 18.1K followers, 5186 engagements


"Some time ago you suggested this list of Polish gems πŸ‘‡ . Quite a few have done exceptionally wellπŸ‘Œ 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


"Indeed. Another week another $OCI divestment. The liquidation continues - along with the market's poor appreciation of this dynamic. Just look at the chart πŸ‘‡ $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](https://x.com/ToffCap/status/1833116046577819991) [@ToffCap](/creator/x/ToffCap) 2024-09-09T12:11Z 18.1K followers, 13.2K engagements


"This is Brenntag $BNR $IMCD and Azelis' $AZE idiot brother. Look at the chart below πŸ‘‡ 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, 8512 engagements


"There we go Our next event-driven and special sits monitor is out πŸ”₯ No paywall on this week's content πŸ’ͺ 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](https://x.com/ToffCap/status/1924436373395877912) [@ToffCap](/creator/x/ToffCap) 2025-05-19T12:06Z 18.1K followers, 27K 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](https://x.com/ToffCap/status/1941478166561759530) [@ToffCap](/creator/x/ToffCap) 2025-07-05T12:44Z 18.1K followers, 14.2K engagements


"Is $AMRK worth looking at todays levels"  
[X Link](https://x.com/ToffCap/status/1950549142456934549) [@ToffCap](/creator/x/ToffCap) 2025-07-30T13:28Z 18.1K followers, 5776 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


"Out with TMM #68 our weekly overview of actionable event-driven and special sits πŸ”₯πŸ”₯ 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](https://x.com/ToffCap/status/1962486345248682079) [@ToffCap](/creator/x/ToffCap) 2025-09-01T12:03Z 18.1K followers, 20.7K 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, 4716 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 withπŸ‘Œ. I'll keep track of the performance in 2025 πŸš€"  
[X Link](https://x.com/ToffCap/status/1864295842410094885) [@ToffCap](/creator/x/ToffCap) 2024-12-04T13:09Z 18.1K followers, 72.5K 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](https://x.com/ToffCap/status/1975916589800186365) [@ToffCap](/creator/x/ToffCap) 2025-10-08T13:30Z 18.1K followers, 4534 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ToffCap Avatar @ToffCap ToffCap

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

Engagements: XX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +13%
  • X Month XX -XX%
  • X Months XXX -XX%
  • X Year XXX +15%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.10%
  • X Month XXXXXX +0.35%
  • X Months XXXXXX +6.50%
  • X Year XXXXXX +34%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


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

Social topic influence market cap #1697, over the 1.35%, $aze #1, cash flow #437, sits #1053, investments 0.67%, $chgg #2, momentum 0.67%, a list 0.34%, $bkht XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @dingo__hunter @lulevtrading @evfcfaddict @specsitscapmgmt @smantel @bsiegelir @kingdomcapadv @bitmoreleverage @nstepmum @musiktier @clarksquarecap @irbezek @olvehe @capitaloptimism @boshking6 @xej5rqvpc6quqhu @gptbioversion @pussenius @shawncarte37390

Top assets mentioned Centric Swap (CNS) Apron Network (APN) Danaher Corporation (DHR) Endeavor Group Holdings, Inc. (EDR) 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) Telefonica Brasil, S.A. American Depositary Shares (Each representing One Common Share) (VIV) Waves Enterprise (WEST) MakeMyTrip Limited (MMYT) Sotera Health Company Common Stock (SHC) School Hack Coin (SHC) Gigantix Wallet (GTX) Methanex Corp (MEOH) MX Token (MX) LCI Industries (LCII) TXNM Energy, Inc. (TXNM)

Top Social Posts #


Top posts by engagements in the last XX hours

"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 πŸ”₯ $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

"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

"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

"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, 16.5K 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 @ToffCap 2025-03-26T15:15Z 18.1K followers, 5725 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, 5024 engagements

"Care to share your worst performing stock ytd"
X Link @ToffCap 2025-07-01T14:06Z 18.1K followers, 17.9K engagements

"Interesting updates in McIntyre Partnerships' recent letter on Sotera Health $SHC and Garrett Motion $GTX which MP believes have plenty of upside left πŸ‘‡"
X Link @ToffCap 2024-01-30T16:12Z 18.1K followers, 5186 engagements

"Some time ago you suggested this list of Polish gems πŸ‘‡ . Quite a few have done exceptionally wellπŸ‘Œ 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

"Indeed. Another week another $OCI divestment. The liquidation continues - along with the market's poor appreciation of this dynamic. Just look at the chart πŸ‘‡ $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

"This is Brenntag $BNR $IMCD and Azelis' $AZE idiot brother. Look at the chart below πŸ‘‡ 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, 8512 engagements

"There we go Our next event-driven and special sits monitor is out πŸ”₯ No paywall on this week's content πŸ’ͺ 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

"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

"Is $AMRK worth looking at todays levels"
X Link @ToffCap 2025-07-30T13:28Z 18.1K followers, 5776 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

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

"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, 4716 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 withπŸ‘Œ. I'll keep track of the performance in 2025 πŸš€"
X Link @ToffCap 2024-12-04T13:09Z 18.1K followers, 72.5K 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, 4534 engagements

creator/x::ToffCap
/creator/x::ToffCap