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 be spending less time on maintenance and more on writing. I’m also planning to step up my writing. True to one of my new year’s resolutions, I intend to write more on (niche) sectors and industries. I often find these writings more useful than company investment cases; they tend to remain much longer up to date and provide an opportunity to rapidly refresh my knowledge on the sector. I hope you’ll find it useful.

So, stay tuned for more.

Cheers,

ToffCap