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 | Pricing | Only paid issues | Publishes | Twice weekly |
---|---|---|---|---|---|
Issues | 75 | Subscribers | Read | insiderideas.substack.com |
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A "Picks & Shovels" play on increasing electrification and proliferation of electronic devices, with high quality & well-aligned management, at a reasonable valuation.
SUP, DPP, PNIX, FEVR, GYM, TRR, KWS, GMS, AGFX, CMCX, FNTL
BTC, ETH and SOL trading at large discount to NAV/share, with tender offer catalyst
Small-cap provider of tech solutions for omni-channel retail, with AI drivers
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Stock ideas backed up by buying from company insiders (board directors, senior execs etc)
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