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A small event-driven sit

Dec 4, 2025 • ToffCap

November 2025

Revisiting an old one

~70% upside to NAV, with (finally) some work done to close the gap

Nov 20, 2025 • ToffCap

October 2025

Long and short and now long again (but just a bit)

Where are we now

Oct 30, 2025 • ToffCap

Yes, that's actually the name

Oct 23, 2025 • ToffCap

Breaking apart to unlock the machine inside

This $1.8bn company is going for some serious SOTP unlock

Oct 3, 2025 • ToffCap

September 2025

Trades and ideas

Some winners, a few easy trades and two new ideas

Sep 18, 2025 • ToffCap

If you have the right platform...

Rinse and repeat

Sep 4, 2025 • ToffCap

August 2025

Is 2CRSi really becoming an AI infrastructure play?

We need your help on this one! (no paywall)

Aug 14, 2025

July 2025

Ethanol production and HPC data centers

A few companies undergoing a serious transformation

Jul 17, 2025 • ToffCap

Trades and Ideas

Another inflecting small-cap, a VERY interesting liquidation, and some ugly stuff (though getting more asymmetric by the day)

Jul 3, 2025 • ToffCap

June 2025

An inflecting micro-cap

And we went short some of our previous longs

Jun 19, 2025 • ToffCap

A look at one of our largest holdings

I intend to hold this one forever

Jun 5, 2025 • ToffCap

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