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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 issuesPublishesWeekly
Issues80Founded5 years agoLast Issuea year ago
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Latest Issues

TUNE - Focusrite Plc -188p

2x if it can just return to Covid lows

DESCRIPTION

a year ago
Paid

WEW - Westwing Group AG - EUR 8.7

A neglected but leading European online home & living retailer at a compelling valuation, with entrepreneurial management who have been buyers of stock

HOUSE KEEPING NOTE RE PAID SUBS

a year ago
Paid

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

Moonpig - MOON on LSE - Market cap £900m at 264p, EV £1,0...

a year ago
1
Paid

ELIX - Elixirr International Plc - 660p

Founder-led "challenger consultancy" growing profits at double digit, available at reasonable valuation

DESCRIPTION

2 years ago
Paid

WISE - Wise Plc - 752p

Lowest cost operator in a huge global market, growing north of 20%, at a reasonable valuation. Founder-led.

Wise Plc - WISE on LSE- Market cap £7.7bn at 752p, EV £6.8bn

2 years ago
Paid

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  • Insider Ideas

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

  • Frequently Asked Questions

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