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Insider Ideas

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WEW - Westwing Group AG - EUR 8.7

March 21, 2025, 1:29 p.m.

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MOON - Moonpig - 264p

Dec. 4, 2024, 4:37 p.m.

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ELIX - Elixirr International Plc - 660p

Oct. 31, 2024, 4:20 p.m.

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WISE - Wise Plc - 752p

Oct. 23, 2024, 5:05 p.m.

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

Aug. 9, 2024, 11:42 a.m.

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Update on covered stocks: SUP, DPP, PNIX, FEVR, GYM, TRR, KWS, GMS, AGFX, CMCX, FNTL

July 11, 2024, 12:22 p.m.

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Phoenix Digital Assets (PNIX on Aquis Exchange) 3.6p: BTC, ETH and SOL trading at large discount to NAV/share, with tender offer catalyst

Feb. 29, 2024, 8:50 a.m.

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EYE - Eagle Eye Solutions Plc - 535p: Small-cap provider of tech solutions for omni-channel retail, with AI drivers

Feb. 22, 2024, 12:29 p.m.

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Supreme Plc - 100p: News re Tory ban of disposable vapes should put an end to the overhanging fear

Jan. 29, 2024, 2:52 p.m.

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IWG Plc - 175p: Management guides for a huge capital-light growth contribution, but it seems UK investors don't trust founder-CEO Mark Dixon?

Jan. 8, 2024, 3:07 p.m.

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DPP - Dominos Pizza Poland : New CEO, Dominos 'Lifer' Nils Gornall, brings DPP to an inflection point

Dec. 6, 2023, 10:19 a.m.

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Ventures - Breezy: An AI-first approach to enabling better online partnerships

Sept. 15, 2023, 4:22 p.m.

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Ventures - Goodtalent: Recruitment and payroll platform for Africa-based tech talent

Sept. 15, 2023, 4:05 p.m.

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#KWS Keywords Studios : Thoughts after the Trading Update

Aug. 9, 2023, 5:40 p.m.

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*Corrected* #KWS Keywords Studios: The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation caused by misguided fears

July 27, 2023, 6 a.m.

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#KWS Keywords Studios: The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation caused by misguided fears

July 25, 2023, 3:01 p.m.

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Stellar Fusion : Disruptive equity research and IR platform conducting its Seed Round

July 20, 2023, 10:22 p.m.

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Free Post - Sony Group, 6758 JP: Japan's leading technology player, still under-appreciated on the global stage

July 3, 2023, 8:32 a.m.

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#OCDO Ocado - 567p- Update note following bid rumours: Update on the most recent events We started posting on Twitter about Ocado on 12 June after some interesting price and volume action. Please follow our Twitter account if you have not already, so as not to miss time-sensitive content. https://twitter.com/InsiderIdeas

June 22, 2023, 7:17 p.m.

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#SUP Supreme Plc - 110p: Founder-led group selling FMCGs at budget prices, via discount retailers & supermarkets. Grows organically and via acquisition. UK govt support for vaping biz. Scope to grow sports/nutrition biz

May 23, 2023, 6:55 a.m.

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#FDEV- Frontier Developments: Highly regarded game studio trading at significant valuation discount to peers following a series of setbacks and a collapse of margins.

May 2, 2023, 11:56 a.m.

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#FEVR Fever-Tree - is this a GLOBAL consumer blue-chip in the making? : High quality, founder-led growth company facing temporary challenges that mask the important progress being made overseas and in new products

March 29, 2023, 3:33 p.m.

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Introducing a paid tier for Insider Ideas: We would like to extend a huge ‘Thank You’ to all of our subscribers for showing support for our content. After circa 50 blog posts and many more twitter posts, we have now reached 600 subscribers and almost 900 twitter followers. We hope to get both of these numbers into the four figure realms as soon as possible.

March 27, 2023, 11:37 a.m.

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Elemental Altus Royalties (ELE)- follow up on this gold royalty name given improving macro backdrop for gold: Some recent interviews with CEO Fred Bell

March 20, 2023, 5:39 p.m.

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#AML Aston Martin Lagonda - is the multi year recovery starting? Lawrence Stroll could be the man to make it happen...: Heavy buying from insiders and strategically powerful investors

March 6, 2023, 8:41 a.m.

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