Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK

Sep 29, 2023

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I'm excited to have Toff Capital on the podcast this week. Toff is a professional investor who publishes the Substack, ToffCap.Substack.com.

This week, we discussed a host of topics, including:

Toff's research process
Idea generation
Toff's background and why he studied physics
Becoming a valuation expert
Specialty Chemicals Distribution
ADF Group $DRX
Mongolia Growth Group $YAK

If you enjoyed this podcast, please check Toff out on Twitter @ToffCap.

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

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