Dear friends, I’m moving the blog to Substack. From now on you’ll be able to find new posts on ToffCap.substack.com. You don’t have to do anything; all subscribers will be imported to the new site. You will also no longer be receiving e-mails from ToffCap, but from ToffCap.Substack instead. I’m hoping now that I will […]
Category: General
I wanted to close the year with some general comments and by taking a quick look at the ideas I’ve written up since I started to write again. I’m happy that after a longer period without being able to post new ideas I’ve been able to structure my time and work to allow me to […]
It’s almost been a year since I started this blog and it is about time to have a discussion on performance. I took some time to think about how to address this topic appropriately. Do I only discuss the companies mentioned in previous posts? That would make sense, however I almost never mention when I […]
Some months ago Churchill Capital Corp (CCX), a spac, announced that it would be taking Skillsoft public. Back in December, I wrote why I think this deal is interesting and why I believe this might be a good entry point for someone willing to bet on the success of the new Skillsoft (subscription model + much improved […]
Let’s do this! So in my welcome post I mentioned one of the goals of this blog is to help me be (and stay) to the point. I’m so glad I was able to do that right of the bat with this first post… not! This first post ended up to be so long I […]
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