My guest on the show today is Toffcap - he’s a fund manager and Editor of the Toffcap Newsletter on Substack, and @ToffCap on Twitter/X. We discuss a whole host of topics derived from both his newsletter and his posts on social media, including: Toff’s criteria, what his investable universe looks like, what’s intriguing about cannabis, as well as his investing theses on both ADF Group and DNO.
For more information about ToffCap, please visit: https://toffcap.substack.com/
You can Follow ToffCap on Twitter/X @ToffCap: https://twitter.com/ToffCap
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ToffCap’s Investing Universe, What’s Intriguing about Cannabis and Theses on ADF Group $DRX.TO and $DNO with @ToffCap