ToffCap

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[ToffCap @ToffCap]

@StockJabber @hkuppy @kab604 @irbezek @pitdesi @bank_reg @KEDM_COM @orrdavid Appreciate it Edwin!

Been a bit quiet lately but will definitely ramp it back up 🔥

[ToffCap @ToffCap]

@david_katunaric We from TC totally agree

[KEDM.com @KEDM_COM]

The new KEDM is out, with part two of our deep dive.

Last week, the industry.

This week, what drove the selloff, why the recovery could surprise, and the TWO companies we're backing for the long term.

Brew your coffee and dive in!

[ToffCap @ToffCap]

This week KEDM published a deep dive on one of our favourite industries 👇. Worth a read 🔥

(it's behind a paywall, but you can just take a free sub for a month or so 🤫😉)

[KEDM.com @KEDM_COM]

As promised, a new KEDM deep dive is now live.

The more work we did on this theme, the more excited we got.

It has some of the best characteristics we look for in an industry, and after a 3-year bear market, the setup is getting very interesting.

[Lux Opes @LuxOpesResearch]

The Lux Opes team is back to (heavy) work!

Today we analyse the latest on:

🇪🇸 eDreams ODIGEO $EDR
🇦🇹 Strabag solana:7LDGFsw6ZvyEn9uQPL5ZhhGc6n7J5mFwh1XP7FmjE1sX
🇫🇷 Interparfums $ITP
🇨🇭 Accelleron $ACLN
🇨🇭 Swiss Life $SLHN
🇫🇷 Safran ethereum:0xfe4db16013c1c3a9eee10829d05b9b08847feef9
🇫🇷 Pernod Ricard $RI
🇳🇱 Kendrion $KENDR
🇷🇴 Transport Trade Services solana:FoSGgFuepyzgHvdtQgPMGh3nSG67rVCrn7sJ6xvjXAB2
🇦🇹 UBM Development $UBS
🇩🇪 Fielmann $FIE
🇵🇱 TEXT $TXT

Check it out for free at https://t.co/AM1Ma5CyKx

[KEDM.com @KEDM_COM]

KEDM Happy Hour is back.

Kuppy sits down with Herb Greenberg @herbgreenberg to talk frauds, bubbles, blowups, bad actors, and a few decades of market insanity.

Herb has seen it all.

August 28 | 4:15 PM EST
Grab a 6-pack. Bring your questions.

[ToffCap @ToffCap]

$MRX Q2: +39% revenue growth, 17% PAT margin (cont ops), 37% ROE, ~$2 EPS growing 100%+, mgt guiding further strong growth...

Still 8.5x annualised PE

[ToffCap @ToffCap]

Solid results from Marex $MRX yet again.

Strong beat + in the portfolio. That means the stock will probably close 20% down today

[ToffCap @ToffCap]

Solid results from Marex $MRX yet again.

Strong beat + in the portfolio. That means the stock will probably close 20% down today

[Roderick van Zuylen @roojoo3]

Q2 2026 performance for Night Watch came in at 12.80% bringing YTD performance to 15.85%.

We benefited from strong performance in $MRX, $SIMO and $WOSG.L.

Check our update below 👇

https://t.co/BeQ7zuy0t6

[ToffCap @ToffCap]

That was close 🙃

[ToffCap @ToffCap]

A 10x in roughly a year on 2CRSi $AL2SI 🔥

I would not be surprised if this one continues to perform strongly. They could see EUR 2bn revenues in a few years - still a double at 8-10x EV/EBITDA. And given the current crazyness in the markets, who knows what multiple it can get.

But that's it for us. Thanks all.

[ToffCap @ToffCap]

Sincerely happy for the $ALOT crowd. It finally happened 💪

Just 😂😂 to see some people that have been pushing this since 2022-2023 congratulating themselves 'for the win'.

[ToffCap @ToffCap]

$ABVX

[ToffCap @ToffCap]

@ACapitalLP These days we're finding a few good ones each week...

[ToffCap @ToffCap]

In an interview a few days ago $TIG 's CEO mentioned:

- that they received multiple competiting bids for the DIS business
- which would allow them to retire ALL debt + return cash to shareholders, implying >$180m on $220m EV
- that over the next few weeks we'll get info on the refinancing
- that the rest of the business inflected and is growing again

At $180m for DIS, ~70% of the market cap would be net cash...

...with the rest of the (now growing) operations valued at ~2x...

... o/w Search is booked as held for sale with TIG mentioning formal discussions with potential acquirers back in November.

Meanwhile the share price:

Either something is very off, or 🤷��♂️🤷‍♂️

[ToffCap @ToffCap]

@alex__pitti No. It’s estimates that miss results

[ToffCap @ToffCap]

"It's all a giant bubble!"

Meanwhile the bubble

[ToffCap @ToffCap]

This is why I don't short hype.

$MU was already up +250% in 2025. Added another 200% ytd

[ToffCap @ToffCap]

@WagieCapital @escvel0city11 Fear of heights

[ToffCap @ToffCap]

@stonkmetal 🤫🤫🤫🤫🤫

[ToffCap @ToffCap]

A 10x in roughly a year on 2CRSi $AL2SI 🔥

I would not be surprised if this one continues to perform strongly. They could see EUR 2bn revenues in a few years - still a double at 8-10x EV/EBITDA. And given the current crazyness in the markets, who knows what multiple it can get.

But that's it for us. Thanks all.

[ToffCap @ToffCap]

That's +200% ytd on 2CRSi $AL2SI

Now imagine:
- still 7-8x forward ev/ebitda
- ebitda growing >100% pa
- one of the few Euro AI infra plays

Think about what them poor euro fund managers will do