ToffCap
Out with a new TMM, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- profitable companies selling assets and returning capital
- some very intriguing merger arbs
- odd-lot provisions
- busted stocks but with insiders massively purchasing shares
- cash shells with some (upcoming) action
- a lot of activist action (one of our highest alpha generating flags)
- drugs
- small softwarecos ready to fly
- ... and much more.

As always @ToffCap

Enjoy!
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Dimitry Nakhla | Babylon Capital®
Copart is in its largest drawdown (-31%) since the 2022 bear market

Adjusted for cash, $CPRT now trades for ~23x https://t.co/4jHncAtoST
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ToffCap
One of the main reasons why we keep an eye on what funds are doing in the market.

Aichi $7389 moving strongly after Ariake Capital buying aggressively in the markets.

Our event-driven monitor continues to flag quite a bit of these situations... https://t.co/PrSY3xjywZ
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Capital Employed
If you had to construct a portfolio to prosper over the next five years, how would you allocate it? (i.e. 10% gold, 10% small cap equities etc.) 🤔
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Quiver Quantitative
Wow.

Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.

$VSAT is now up 393% since our reports.

Look at this: https://t.co/DHZ3lsdoTz
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AkhenOsiris
Asked by Faber, $AVGO previous $10bn order wasn’t OAI, per President
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Investing visuals
Q3 earnings season is finally about to kick off!

Notable names this week:

• Tuesday: $BLK, $GS, $C, $WFC, $JNJ, $DPZ
• Wednesday: $AMSL, $BAC, $MS
• Thursday: $TSM, $IBKR
• Friday: $AXP https://t.co/Te726GHpVs
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Quiver Quantitative
The House is out again this week.

At the end of this week, their current recess will have lasted a month.

This comes after they went into recess for the entire month of August.

They haven't taken a recess from stock trading though.
Track their portfolios on Quiver.
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Investing visuals
Rare earth metal stocks are going parabolic - but most don't generate any revenue.

Tread carefully. These are highly speculative plays. https://t.co/zJSVoMgJJn
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Quiver Quantitative
JUST IN: Representative Michael McCaul just filed a purchase of Howmet Aerospace stock, $HWM.

Howmet is a major defense contractor.

McCaul sits on the House Committee on Homeland Security. https://t.co/L5tEEri8F5
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Quiver Quantitative
Before the election, we launched portfolios on Autopilot that were comprised of some of the top donors to each candidate.

Palantir was in both portfolios, with employees who had made large donations to both parties.

$PLTR has now risen 321% since we posted this: https://t.co/7LLYMgduAe
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