Capital AllocatorsCapital AllocatorsBamSECAsian Century StocksAsian Century StocksCapital Employed FMCapital Employed FMBaFin - Managers' transactionsCompound & FireBejaminAIBest Anchor StocksFinChatHeavy Moat InvestmentsHeavy Moat InvestmentsKoyfinAtom FinanceEquity MatesEquity MatesAsian Dividend StocksAsian Dividend StocksAmibrokerFinPodFinPodThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetTradingviewBeyondSPX41investments41investmentsBehind the Balance SheetBehind the Balance SheetFoundersFoundersRhinoInsightRhinoInsightAlluvialAlluvialBusiness BreakdownsBusiness BreakdownsForward GuidanceForward GuidanceAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlphaSenseBase Hit InvestingAcquiredAcquiredCapital AllocatorsCapital AllocatorsBamSECAsian Century StocksAsian Century StocksCapital Employed FMCapital Employed FMBaFin - Managers' transactionsCompound & FireBejaminAIBest Anchor StocksFinChatHeavy Moat InvestmentsHeavy Moat InvestmentsKoyfinAtom FinanceEquity MatesEquity MatesAsian Dividend StocksAsian Dividend StocksAmibrokerFinPodFinPodThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetTradingviewBeyondSPX41investments41investmentsBehind the Balance SheetBehind the Balance SheetFoundersFoundersRhinoInsightRhinoInsightAlluvialAlluvialBusiness BreakdownsBusiness BreakdownsForward GuidanceForward GuidanceAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlphaSenseBase Hit InvestingAcquiredAcquiredCapital AllocatorsCapital AllocatorsBamSECAsian Century StocksAsian Century StocksCapital Employed FMCapital Employed FMBaFin - Managers' transactionsCompound & FireBejaminAIBest Anchor StocksFinChatHeavy Moat InvestmentsHeavy Moat InvestmentsKoyfinAtom FinanceEquity MatesEquity MatesAsian Dividend StocksAsian Dividend StocksAmibrokerFinPodFinPodThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetTradingviewBeyondSPX41investments41investmentsBehind the Balance SheetBehind the Balance SheetFoundersFoundersRhinoInsightRhinoInsightAlluvialAlluvialBusiness BreakdownsBusiness BreakdownsForward GuidanceForward GuidanceAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlphaSenseBase Hit InvestingAcquiredAcquired

Insider Ideas

Substack

Articles

50

Companies covered

36

Sectors

7

Countries

6

Research Articles

TUNE - Focusrite Plc -188p

Jun 6, 2025

WEW - Westwing Group AG - EUR 8.7

Mar 21, 2025

MOON - Moonpig - 264p

Dec 4, 2024

ELIX - Elixirr International Plc - 660p

Oct 31, 2024

WISE - Wise Plc - 752p

Oct 23, 2024

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

Aug 9, 2024

Phoenix Digital Assets (PNIX on Aquis Exchange) 3.6p

Feb 29, 2024

EYE - Eagle Eye Solutions Plc - 535p

Feb 22, 2024

Supreme Plc - 100p

Jan 29, 2024

IWG Plc - 175p

Jan 8, 2024

DPP - Dominos Pizza Poland

Dec 6, 2023

#KWS Keywords Studios

Aug 9, 2023

*Corrected* #KWS Keywords Studios

Jul 27, 2023

Free Post - Sony Group, 6758 JP

Jul 3, 2023

#SUP Supreme Plc - 110p

May 23, 2023

#FDEV- Frontier Developments

May 2, 2023

#FEVR Fever-Tree - is this a GLOBAL consumer blue-chip in the making?

Mar 29, 2023

Elemental Altus Royalties (ELE)- follow up on this gold royalty name given improving macro backdrop for gold

Mar 20, 2023

#AML Aston Martin Lagonda - is the multi year recovery starting? Lawrence Stroll could be the man to make it happen...

Mar 6, 2023

#TRR Trident Royalties (MC $203m @ 58p) - Thacker Pass project moves to construction, est $55m annual royalty at full phase 2 production at current Lithium prices

Feb 8, 2023

Marlowe Plc - GRC Software Capital Markets Event, 11 Jan 2023

Jan 16, 2023

#MRL - Marlowe Plc - AIM listed compliance services and software provider, with a “buy-and-build” model. Stock down heavily post trading update. M&A will slow, but biz should be recession-resilient.

Dec 5, 2022

Elemental Altus Royalties (ELE on TSV, ELEMF on US OTC). Junior gold royalty Co on interesting valuation given asset portfolio and high quality aligned management

Nov 30, 2022

#GYM - Gym Group Plc - a leading provider of low cost gyms in UK. Facing cost pressures and demand headwinds but perhaps the valuation is overdone?

Nov 24, 2022

#TRR Trident Royalties Plc - high growth small-cap royalty play, aiming for diversified metals exposure

Nov 18, 2022

#FNTL Fintel Plc - compliance reg-tech, intermediary services, and distribution for the UK retail financial sector. Small cap GARPy stock

Nov 16, 2022

RCH Reach Plc - possible takeover from National World Plc

Nov 4, 2022

#SRC - Sigmaroc Plc - Trading update presentation video

Oct 21, 2022

#BYG - Big Yellow Group - UK self storage leader trading at 4.2% div yield, which should grow with expansion and beat inflation. Biz should be robust to recession.

Oct 20, 2022

#SRC Sigmaroc - today's trading statement

Oct 20, 2022

#SRC - Sigmaroc - buy and build in quarry/aggregates sector. Local monopoly qualities should allow stable margin and inflation protected returns in LT.

Oct 19, 2022

Fevertree - all recent transactions in tabular format

Oct 4, 2022

#GROW - Molten Ventures - UK closed fund investing in European VC sector. Diversified VC exposure at discount to NAV. Port Co's include Revolut, Ledger, Crowdcube, CoachHub, Trustpilot, UiPath...

Sep 30, 2022

#SYNC Syncona - UK closed-end trust invests in biotech with focus on cell & gene therapies. Discount to NAV. Decent track record. One to watch for diversified biotech exposure?

Sep 29, 2022

Supreme Group PLC (#SUP on AIM) - MCap £120m @ 103p per share. Main driver is vaping business (new acquisitions announced today 9 August). Plus a mix of manufacturing and distribution within FMCG.

Aug 9, 2022

#SFOR - S4 Capital - further director buy from Scott Spirit at 131p £44.4k (120p when we posted on 21 July)

Aug 3, 2022

Reach plc - RCH on LSE - £370m Mcap at 117p - national and regional news publisher, midway through transition to digital-focus biz model - down 70% from peak, bottomed? H1 results tomorrow!

Jul 25, 2022

S4 Capital - SFOR on LSE - MC £680m at 120p - Advertising roll-up play, headed by Sir Martin Sorrell who built WPP from a cash-shell to its current state - down c40% on today’s trading update

Jul 21, 2022

Fevertree Drinks- Another insider buy on Friday

Jul 18, 2022

Fevertree - FEVR on LSE - Mcap £1.1bn @ 900p - Premium soft drinks - stock down 25% on revised EBITDA guidance today due to cost inflation (claimed transitory). EV / Sales c2.6x versus 7.5x for peers.

Jul 15, 2022

Gulf Marine Services - (GMS on LSE) - MC £71m (EV 350m) @ 7p - self-propelled self-elevating support vessels (SESVs) - c3-4x return over c5 years if mkt rewards debt reduction with equity value

May 24, 2022

Swedish Match - ($SWMA.ST on Stockholm Exchange) - MCap SEK 107bn (USD 11bn) @ SEK 70 - P/E 16x 12/22 cons - alternative nicotine products (snus & nicotine pouches) - potentially a cheap compounder

Mar 10, 2022

QUICK IDEA - Crocs - ($CROX on Nasdaq) - MCap $4.2bn @ $73 - branded footwear - trading under 10x trailing EPS - fall accelerated by unpopular acquisition of Hey Dude / fears of covid sales reset.

Mar 9, 2022

QUICK IDEA - Countryside Properties PLC (#CSP on LSE) - MCap £1.6bn @310p - home construction sector, shifting business model to focus solely on econ-resilient and high ROIC “Partnerships” business.

Feb 15, 2022

CMC Markets (#CMCX on the LSE) - Mkt Cap GBP 720m at 250p- CFD, spread betting and stock broking. Low valuation; Market volatility boosts chance of recovery after surprise guidance reset this summer.

Dec 23, 2021

#AGFX - Argentex PLC - solid explanations within interim results, and helpful presentation from CEO and CFO on Investor Meet Co platform, should allay fears on margins

Nov 9, 2021

#AGFX Argentex H1 trading update - investment case on track

Oct 11, 2021

#CIR Circassia update - stock rises over 42p on elevated volume after Christopher Mills (Harwood Capital, second largest holder) appears on PI World video podcast - see his convincing pitch from 08:03

Sep 27, 2021

Insider Ideas- Circassia Plc (Now NIOX Plc), medical devices for asthma. MCap cGBP 156m at 38p. Two recent clusters of buys, the second just after great results confirming progress in new strategy

Sep 17, 2021

Insider Ideas - Argentex Group PLC (AGFX on UK AIM Market), specialist foreign exchange provider. Market Cap circa GBP 115m at 105p per share.

Sep 14, 2021

AlphaSenseRhinoInsightRhinoInsightAlessandro (Macro Strategist)Alessandro (Macro Strategist)FoundersFoundersFinChatBeyondSPXAmibrokerTradingviewHeavy Moat InvestmentsHeavy Moat InvestmentsBase Hit Investing41investments41investmentsCapital Employed FMCapital Employed FMForward GuidanceForward GuidanceBeehiivCapital CyclistsCapital CyclistsKoyfinBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsFresh InvestFresh InvestAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBest Anchor StocksFinPodFinPodAtom FinanceBamSECCompound & FireBenzingaBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksAcquiredAcquiredAlphaSenseRhinoInsightRhinoInsightAlessandro (Macro Strategist)Alessandro (Macro Strategist)FoundersFoundersFinChatBeyondSPXAmibrokerTradingviewHeavy Moat InvestmentsHeavy Moat InvestmentsBase Hit Investing41investments41investmentsCapital Employed FMCapital Employed FMForward GuidanceForward GuidanceBeehiivCapital CyclistsCapital CyclistsKoyfinBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsFresh InvestFresh InvestAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBest Anchor StocksFinPodFinPodAtom FinanceBamSECCompound & FireBenzingaBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksAcquiredAcquiredAlphaSenseRhinoInsightRhinoInsightAlessandro (Macro Strategist)Alessandro (Macro Strategist)FoundersFoundersFinChatBeyondSPXAmibrokerTradingviewHeavy Moat InvestmentsHeavy Moat InvestmentsBase Hit Investing41investments41investmentsCapital Employed FMCapital Employed FMForward GuidanceForward GuidanceBeehiivCapital CyclistsCapital CyclistsKoyfinBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsFresh InvestFresh InvestAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBest Anchor StocksFinPodFinPodAtom FinanceBamSECCompound & FireBenzingaBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksAcquiredAcquired