Toff Capital

Toff Capital is a professional investor and the brain behind ToffCap.Substack.com, where he dives deep into value investing. In this conversation, Toff shares his unique path from studying physics to mastering valuation in finance. He discusses the growth potential in specialty chemicals distribution and highlights key players like IMCD. He also reflects on the investment appeal of mundane businesses like ADF Group and delves into the investment prospects of Mongolia Growth Group, offering valuable insights into market dynamics.