Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Trades and ideas
April 11, 2025, 12:45 p.m.
Everybody knows the name, but no one knows the company
March 27, 2025, 6:31 p.m.
Our largest LEAPS position
March 13, 2025, 6:17 p.m.
A very high quality secular compounder at a neat discount
Feb. 20, 2025, 5:07 p.m.
A managed wind-down
Feb. 18, 2025, 12:57 p.m.
A ToffCap spin-off!
Feb. 8, 2025, 1:10 p.m.
ToffCap's Monday Monitor #43
Feb. 3, 2025, 12:32 p.m.
Growing up
Jan. 27, 2025, 12:44 p.m.
A few micro-caps I'm looking at
Jan. 24, 2025, 2:14 p.m.
ToffCap's Monday Monitor #42
Jan. 20, 2025, 1:01 p.m.
ToffCap's Monday Monitor #41
Jan. 13, 2025, 12:36 p.m.
ToffCap's Monday Monitor #40
Jan. 6, 2025, 12:36 p.m.
What We're Looking At
Dec. 19, 2024, 2:36 p.m.
ToffCap's Monday Monitor #39
Dec. 16, 2024, 12:33 p.m.
ToffCap's Monday Monitor #38
Dec. 9, 2024, 12:31 p.m.
ToffCap's Monday Monitor #37
Dec. 2, 2024, 12:41 p.m.
ToffCap's Monday Monitor #36
Nov. 25, 2024, 12:33 p.m.
Time to get serious
Nov. 17, 2024, 2:31 p.m.
ToffCap's Monday Monitor #35
Nov. 11, 2024, 12:57 p.m.
DGL Group
Oct. 23, 2024, 4:16 p.m.
ToffCap's Monday Monitor #34
Oct. 21, 2024, 11:49 a.m.
ToffCap's Monday Monitor #33
Oct. 7, 2024, 11:55 a.m.
ToffCap's Monday Monitor #32: Your regular monitor for interesting event-driven trades and companies
Sept. 23, 2024, 1 p.m.
ToffCap's Monday Monitor #31: Your regular monitor for interesting event-driven trades and companies
Sept. 2, 2024, 11:52 a.m.
ToffCap's Monday Monitor #30: Your regular monitor for interesting event-driven trades and companies
Aug. 19, 2024, 11:29 a.m.