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#KWS Keywords Studios
Thoughts after the Trading Update
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Insider Ideas
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…
#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…
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Insider Ideas
Free Post - Sony Group, 6758 JP
Japan's leading technology player, still under-appreciated on the global stage
June 2023
May 2023
March 2023
#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
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Insider Ideas
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…
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Insider Ideas
2
Elemental Altus Royalties (ELE)- follow up on this gold royalty name given improving macro backdrop for gold
Some recent interviews with CEO Fred Bell
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Insider Ideas
#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
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Insider Ideas
February 2023
#TRR Trident Royalties (MC $203m @ 58p) - Thacker Pass project moves to construction, est $55m annual royalty at full phase 2 production at…
Flurry of insider buys since our last blogpost in Nov 2022
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Insider Ideas
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