Lind Research #10

Welcome to Lind Research. This week we have Idea notes on ASMDEEB, SECARE, COLOB, and KAR. We also highlight insider buying in ASTOR following their share issue.

Idea notes

This is the Idea note section; It’s a collection of early signals – companies mentioned in fund letters, blogs, or by sharp investors online. Not a full pitch, just a starting point for ideas that might be worth a more in-depth look.

The following Idea notes are still exclusive to our Premium subscribers:

ASMDEEB: Market-Leading Tabletop Gaming Giant Positioned for Accelerated Growth Post-Spinoff - Link

SECARE: Fallen Darling in the Growing Pet Care Market - Link

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🔓 Unlocked Idea notes

Danish Medical Device Leader Trading at Multi-Year Low Despite Dominant Market Position and Structural Growth Tailwinds

Ticker: COLOB | Timeframe: 12-18 months | 🔁 Turnaround x

Read the complete Idea note here.

AI-Powered Legal Information Leader Accelerating Margin Expansion

Ticker: KAR | Timeframe: 18-24 months | 🚅 Momentum

Read the complete Idea note here.

Insider activity

Here, we seek out standout transactions from company insiders that may indicate a need for closer examination of the company.

Astor (ASTOR): Insiders buy shares following SEK 320m capital raise

Defense company Astor has completed a directed share issue of SEK 320 million, exceeding its initial target of SEK 300 million. The 8.42 million shares were placed at SEK 38 each, an 11% discount to the latest closing price, through an accelerated bookbuilding process.

Following the raise, several key executives increased their holdings. Jörgen Lindquist, CEO of subsidiary Mikroponent, bought 6,500 shares for SEK 261,200. Scandiflash CEO John Åhlund acquired 3,700 shares for SEK 148,800, and Gabor Nagy, head of the Protect division, purchased 2,500 shares for SEK 100,000. The transactions were reported to the Swedish Financial Supervisory Authority.