Archive - Insider Ideas

MOON - Moonpig - 264p

Highly recurring, recession-resistant core cards business, with large potential for growth from gifting/experiences expansion, and from nascent…

Dec 4 •

October 2024

August 2024

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

A "Picks & Shovels" play on increasing electrification and proliferation of electronic devices, with high quality & well-aligned management, at a…

Aug 9 •

July 2024

Update on covered stocks

SUP, DPP, PNIX, FEVR, GYM, TRR, KWS, GMS, AGFX, CMCX, FNTL

Jul 11 •

February 2024

January 2024

December 2023

DPP - Dominos Pizza Poland

New CEO, Dominos 'Lifer' Nils Gornall, brings DPP to an inflection point

Dec 6, 2023 •

August 2023

#KWS Keywords Studios

Thoughts after the Trading Update

Aug 9, 2023 •

July 2023

*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…

Jul 27, 2023

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