ToffCap
Out with TMM #76, our weekly overview of actionable event-driven and special sits 🔥🔥

A reminder that there's always plenty of free stuff in front of the paywall!

As always @ToffCap

Enjoy!
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Investing visuals
Thank you so much for all the kind messages about the $RBRK deep dive!

One visual didn’t make it into the thread, so here it is: a comparison of $RBRK versus its closest peers, $CVLT and $CRWD. https://t.co/96rNFDroc3

Presenting you my first deep dive, covering $RBRK:

• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader

This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.

Let’s dive in! (~25 min. read) 🧵👇 - Investing visuals
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Quiver Quantitative
JUST IN: Nancy Pelosi has donated up to $250K of Apple stock, $AAPL, to Trinity University.
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Quiver Quantitative
BREAKING: Representative Ro Khanna is introducing legislation to ban the president, his family, members of Congress, and all elected officials from trading crypto or stocks.
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Investing visuals
$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:

• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M

$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl
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Read
RT @NTFabiano: Your brain doesn't care about your intentions.

It cares about your repetitions.

Repetition shapes your reality. https://t.co/tOvE3OqyMz
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RT @drishanshaha: @NTFabiano Do something often enough, your brain stops asking - it assumes that’s who you are.

Identity change happens.

That’s why change feels unnatural at first - you’re rewriting code.
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Ahmad
it’s been 56 hours since the SF elevator incident

here’s 11 things that taught me about managing risks at a B2B SaaS

🧵 https://t.co/xfst6xaLIW
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Read
RT @escvel0city11: Bringing back this old gem that was my lock screen for a while as a reminder to self https://t.co/IZkcgLE6VS

It once again appears the key to outperformance is buying names with growing revenue and ignoring everything else https://t.co/EygfxZzXCK - Cluseau Investments
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Yellowbrick Investing
In the last couple of months we’ve had a prominent CEO and prominent VC both patting themselves on the back for stock calls that have massively underperformed the market lol

Called it. https://t.co/ReQWyKiHXp - Matthew Prince 🌥
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