ToffCap (@ToffCap) unfollowed @OceanRoadCap on Sep 20, 2024

We're looking for good, multi-year investments, target 2x in 2 years, 3x in 3 years... Earnings growth + multiple expansion. Any suggestions?

So far ✅ https://t.co/danFzsmnD2

Has anyone done the math on Playtech $PTEC? Thanks

The recent termination of the Vaso $VASO deal with Achari $AVHI might create an interesting opportunity. Vaso was to uplist on the Nasdaq at a much higher valuation via the Achari SPAC. The deal was weird in itself given the much higher - and basically unsubstantiated - https://t.co/sl2kRToyiw

RT @ToffCap: Trinseo $TSE did not navigate the end-market turbulence over the past few years very well and has been suffering from a high d…

RT @ToffCap: Rehashing 10 great quotes from 🐐 Stanley Druckenmiller as food for thought 👇 1. I never use valuation to time the market. I…

Interesting to note that $TSE insiders have been buying quite substantially in the open recently. These were the first purchases in quite some time. https://t.co/XO1s3N11fH

Trinseo $TSE did not navigate the end-market turbulence over the past few years very well and has been suffering from a high debt load, despite very decent long-term market prospects. Poorly timed (large) acquisitions also did not help. The company is now looking to sell some https://t.co/vEFDDCSnax

Rehashing 10 great quotes from 🐐 Stanley Druckenmiller as food for thought 👇 1. I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to https://t.co/EwIRtnPpjk

RT @ToffCap: Very interesting Bebe Stores $BEBE deep dive from River Oaks👇 RO believes that between divestments and restructuring $BEBE co…

There we go $OMEX https://t.co/iyiPWrsFrx

RT @ToffCap: Every investor's due diligence on Odyssey Marine $OMEX: "Screw it! Let's gooo!! YOLO!!!"

Interesting new presentation from Gaming Innovation $GIG re the upcoming spin https://t.co/S1vQb02rjm

https://t.co/TBdvUyUm4U

Very interesting Bebe Stores $BEBE deep dive from River Oaks👇 RO believes that between divestments and restructuring $BEBE could be worth multiples the current market cap. And in the meantime you collect >7% dividend. Not bad for a micro-cap. https://t.co/SNUcIHgojw

Every investor's due diligence on Odyssey Marine $OMEX: "Screw it! Let's gooo!! YOLO!!!"