A digest of our latest thinking – a mix of idea flow, discovery highlights, research updates, and occasional broader market takes. Sent straight to your inbox to keep you plugged into new signals and evolving cases.
Newsletter
Aug 4, 2025
•
4 min read
Discovery reports; a new research format from Lind.
Jul 28, 2025
5 min read
BETCO Q2 preview, Idea note on ADNODB, and Insiders activity in ATT, ROKOB, and ELTEL.
Jul 21, 2025
6 min read
Preview of PTRK's Q2 report. Idea notes on NOBI, FRACTL, and ENITY, along with highlights of insider activity in PLEJD, DYVOX, and ATT.
Jul 14, 2025
Idea notes: SINCH, INWI, and AJAB. We also highlight insider activity in LITI, EAST, and ZZB.
Jul 7, 2025
Idea notes on ASMDEEB, SECARE, CTT, and THULE + highlights insider activity in TRNSF.
Jun 30, 2025
This week we have Idea notes on ASMDEEB, SECARE, COLOB, and KAR. We also highlight insider buying in ASTOR following their share issue.
Jun 23, 2025
This week, we highlight Idea notes on HUFVA, CBRAIN, RAYB, and BAHNB. We also examine insider transactions in VER, NYAB, and H100.
Jun 16, 2025
8 min read
Research: ASMDEE - Ideas: EMBRAC, LINDEX, DYVOX, CATB - Insider: STORY, EVO, EOID
Jun 9, 2025
This week, we highlight PTRK, ARJO, ACAST, and insider activity in BONEX, GIGSDB, and VERVE.
I consent to receive newsletters via email. Sign up Terms of service.