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Sector Small Cap

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Is 2CRSi really becoming an AI infrastructure play?

Aug. 14, 2025, 1:18 p.m.

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Ethanol production and HPC data centers

July 17, 2025, 12:21 p.m.

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Trades and Ideas

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An inflecting micro-cap

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A look at one of our largest holdings

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A very interesting spin, an update on some LEAPS and a new position

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Habemus Papam

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Trades and ideas

April 11, 2025, 12:45 p.m.

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Everybody knows the name, but no one knows the company

March 27, 2025, 6:31 p.m.

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Our largest LEAPS position

March 13, 2025, 6:17 p.m.

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A very high quality secular compounder at a neat discount

Feb. 20, 2025, 5:07 p.m.

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A managed wind-down

Feb. 18, 2025, 12:57 p.m.

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A ToffCap spin-off!

Feb. 8, 2025, 1:10 p.m.

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ToffCap's Monday Monitor #43

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Growing up

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A few micro-caps I'm looking at

Jan. 24, 2025, 2:14 p.m.

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ToffCap's Monday Monitor #42

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ToffCap's Monday Monitor #41

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ToffCap's Monday Monitor #40

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What We're Looking At

Dec. 19, 2024, 2:36 p.m.

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ToffCap's Monday Monitor #39

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ToffCap's Monday Monitor #37

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ToffCap's Monday Monitor #36

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Time to get serious

Nov. 17, 2024, 2:31 p.m.

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