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ToffCap

ToffCap

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Fund manager focused on special situations/activism; U.S. equities catalysts.

Magic Formula Reveals Top 50 High‑Cap Value Picks
Social•Apr 2, 2026

Magic Formula Reveals Top 50 High‑Cap Value Picks

Now that most companies reported, lets run Greenblatt's Magic Formula and check what companies it returns. I regularly find quite a few interesting ones. These are the top 50 stocks that the formula churned out, based on a market cap of >$50m and >$1bn👇 https://t.co/Ud3gJZwgzS

By ToffCap
Greenland Resources Secures New Moly Offtake with SSAB
Social•Apr 1, 2026

Greenland Resources Secures New Moly Offtake with SSAB

Another offtake agreement for Greenland Resources $MOLY, this time with $SSABB Still think H1 27 might be it… https://t.co/Xza7hTpPuq

By ToffCap
EU Defense Small Caps Poised for Decade-Long Gains
Social•Apr 1, 2026

EU Defense Small Caps Poised for Decade-Long Gains

Interesting to see recently listed EU defense small caps Gabler $X4K and Vincorion $V1NC not participating in the recent sector rally. On the other hand, nobody knows them yet. Both rapidly growing, profitable, good b/s, decent valuations. Doesn't matter whether Trump will exit...

By ToffCap
Butler National Posts Explosive Earnings, Still Undervalued
Social•Mar 25, 2026

Butler National Posts Explosive Earnings, Still Undervalued

Butler National $BUKS. What a stock... - Q3 revenues (Jan 31) +27% yoy, an acceleration even on tougher comps - operating income +139%, record margins - net income, well you can imagine 🔥 - insiders continue to add - still no coverage - still 7.7x ltm...

By ToffCap
Canal+ Appears Dramatically Undervalued with Strong Synergies
Social•Mar 24, 2026

Canal+ Appears Dramatically Undervalued with Strong Synergies

Help me out here. Doesn't Canal+ $CAN looks pretty mispriced right now. The market is basically valuing MultiChoice (plus all the expected synergies) at less than zero. MultiChoice is already profitable and Canal+ is targeting €400m in annual synergies over the...

By ToffCap
Hiring a CCO May Undermine ABVX’s Sale Plans
Social•Mar 24, 2026

Hiring a CCO May Undermine ABVX’s Sale Plans

Def not pretending to know anything about biotech investing (I don't), but how is hiring a CCO bad for $ABVX, even if the goal is to sell out? https://t.co/Gz6ASDlhrv

By ToffCap