ToffCap
3.7K posts
@ToffCap
Looking at LOTS of companies and sharing ideas | Research at https://t.co/e3LfxHIihJ
🚨 BIG announcement 🚨 KEDM has been levelling up these past few months: sharper themes, improved Kliff Notes, a better format, and stronger content overall. And now we're throwing out another banger. KEDM is happy to introduce KEDM Lite, our new addition to the KEDM family! The small and mid-cap event-driven space is just full of overlooked opportunities. KEDM Pro already covers a ton, but these markets just scream for a dedicated product. Enter KEDM Lite. Each weekly issue of Lite delivers: - 30+ actionable special situations and event-driven ideas (42–46 issues per year) - Deeper focus on small- and mid-caps, where alpha often hides - Happy Hour webinars with our own @hkuppy and guests, plus Ask Kuppy Anything sessions - Full Lite archive access, growing into thousands of highlights over time And just to be clear: Lite isn’t another list of random deals and corporate actions. It’s a curated feed of potentially actionable setups, built from the same Pro dataset that powers our main monitors.
Just published on a new company, and this is one I’m going to need your help with. No paywall on this one. Despite having done little work on the industry, I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works. I figured that the current order momentum was still not nearly being reflected in the price, and we could at least play this one for a short rerating. Well, the market clearly woke up on this one. Our smallish position is up +160% and we’re hitting ourselves for having postponed the hard work to today. Despite the recent move, the valuation does not seem right given the ongoing transformation, growth and hype potential. We’re doing work on it but we are still uncomfortable sizing this one up properly; it’s an industry that is changing rapidly, with a lot of moving pieces. With our still sub-par understanding of the industry and the story moving fast, I felt it would be good to put this one out there, asking knowledgeable people for their input. So, in short: Is 2CRSi a hidden gem or not? Any help is appreciated 🙏
Just published on a new company, and this is one I’m going to need your help with. No paywall on this one. Despite having done little work on the industry, I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works. I figured that the current order momentum was still not nearly being reflected in the price, and we could at least play this one for a short rerating. Well, the market clearly woke up on this one. Our smallish position is up +160% and we’re hitting ourselves for having postponed the hard work to today. Despite the recent move, the valuation does not seem right given the ongoing transformation, growth and hype potential. We’re doing work on it but we are still uncomfortable sizing this one up properly; it’s an industry that is changing rapidly, with a lot of moving pieces. With our still sub-par understanding of the industry and the story moving fast, I felt it would be good to put this one out there, asking knowledgeable people for their input. So, in short: Is 2CRSi a hidden gem or not? Any help is appreciated 🙏
Just published on a new company, and this is one I’m going to need your help with. No paywall on this one. Despite having done little work on the industry, I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works. I figured that the current order momentum was still not nearly being reflected in the price, and we could at least play this one for a short rerating. Well, the market clearly woke up on this one. Our smallish position is up +160% and we’re hitting ourselves for having postponed the hard work to today. Despite the recent move, the valuation does not seem right given the ongoing transformation, growth and hype potential. We’re doing work on it but we are still uncomfortable sizing this one up properly; it’s an industry that is changing rapidly, with a lot of moving pieces. With our still sub-par understanding of the industry and the story moving fast, I felt it would be good to put this one out there, asking knowledgeable people for their input. So, in short: Is 2CRSi a hidden gem or not? Any help is appreciated 🙏
