Trade Ideas Flow
Ex-Equity PM & Quant (10y+ buy-side) curating the Open-Web Hedge Fund. Reading 100s of pitches weekly to find the signal. Top 'Gem' ideas delivered to you every Sunday morning. I invest my own capital using this approach.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 10 months ago | Last Issue | 21 days ago |
| Active | |||||
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tradeideasflow.substack.comLatest Issues
Thursday Tailwinds #11: Oct 15, 2026
One company makes the gearbox in every Leopard 2 tank, in more than 20 countries, and changing supplier means redesigning the tank. RENK took a record €1.2 billion of orders in the first half of 2026, and its shares are worth less than half...
LQDA: finer powder, higher doses
A nod to everyone who has ever been early, which in this business is a polite word for wrong.
I read 171 stock pitches from 129 writers last week, and these four were the best of them.
- Liquidia added about $40 million of quarterly sal...
Thursday Tailwinds #10: 8 Oct 2026
The United States once had 24 primary aluminium smelters. A handful still run, they make less than 20% of the metal the country uses, and primary imports generally pay a 50% tariff. The delivery premium on a tonne sold in America went from...
DMRC: 31 retailers in line, up from one
Back again, activist-letter readers. This one comes without the 40-page appendix.
I read 226 stock pitches from 170 writers last week, and these four were the best of them.
- A 10-week pilot of Digimarc’s tamper-evident gift card at a 1...
Thursday Tailwinds #9: 1 October 2026
Tapered roller bearings made in China pay a 92.84% anti-dumping duty to enter the United States, on top of up to 25% under Section 301 and a 10% fentanyl tariff. Made in India, the same part has paid 10% since July. SKF, Schaeffler and Timk...
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Ex-Equity PM & Quant (10y+ buy-side) curating the Open-Web Hedge Fund. Reading 100s of pitches weekly to find the signal. Top 'Gem' ideas delivered to you every Sunday morning. I invest my own capital using this approach.
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