Insider Ideas
Insider IdeasInsider 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 |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 78 | Subscribers | Read | insiderideas.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
MOON - Moonpig - 264p
Highly recurring, recession-resistant core cards business, with large potential for growth from gifting/experiences expansion, and from nascent corporate and international offerings
ELIX - Elixirr International Plc - 660p
Founder-led "challenger consultancy" growing profits at double digit, available at reasonable valuation
WISE - Wise Plc - 752p
Lowest cost operator in a huge global market, growing north of 20%, at a reasonable valuation. Founder-led.
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.
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Authors
The writers behind this newsletter.
Stock ideas backed up by buying from company insiders (board directors, senior execs etc)
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