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Insider Ideas

Insider Ideas

Insider Ideas' main focus is to publish about companies where there is good alignment of financial incentives between the insiders/management and ordinary investors. Such alignment tends to lead to better outcomes for shareholders. Paid subs only $45 pa

Platform
Substack
PricingOnly paid issuesPublishesTwice weekly
Issues75SubscribersRead insiderideas.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Volex (#VLX / $VLX.L) - 351p

A "Picks & Shovels" play on increasing electrification and proliferation of electronic devices, with high quality & well-aligned management, at a reasonable valuation.

3 months ago
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Update on covered stocks

SUP, DPP, PNIX, FEVR, GYM, TRR, KWS, GMS, AGFX, CMCX, FNTL

4 months ago
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BTC, ETH and SOL trading at large discount to NAV/share, with tender offer catalyst

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EYE - Eagle Eye Solutions Plc - 535p

Small-cap provider of tech solutions for omni-channel retail, with AI drivers

9 months ago
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  • Insider Ideas

    Stock ideas backed up by buying from company insiders (board directors, senior execs etc)

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