Idea-generation & actionable ideas
from a hedge fund analyst.
Recovering Hedge Fund Analyst (Point72 & Citadel) having fun exploring the depths of SMID and Small Caps.
Fund managers, constantly looking at LOTS of companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments.
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!