Here is this week's curated breakdown of notable open-market insider buying across European public companies, disclosed under MAR Article 19. We filter out routine option grants, scrip dividends, and repetitive multi-billionaire holding company shuffles to focus on genuine C-suite open-market …
The market is getting more efficient, especially with OpenAI and Claude getting better at stock research, but even with new tools I still go back to my GOATs. Here is my list of tools that provide an edge: * **For …
They're all in Graham value territory (low debt/equity, low PE) Which is most likely to turn around first, and why?
Synopsys was at $415 on 29 September and it is around $495 now, so about 19% in four trading days, and most of that came the day after the investor day, when it jumped 12.8% on the OpenAI deal and …
CTS Eventim looks like a pretty good play right now, pulling back from 86 EUR to around 57 EUR where it trades at roughly 17x forward earnings—well below its historical 25x to 30x range—despite H1 2026 revenue climbing 17% to …
The company is growing revenue 30%+ with a 10% FCF yield since their last annual report. They have 700m liquid cash and they're only a 1.6b market cap with a 13 forward PE? They almost have half of their market …
Akamai used to be known mainly as a CDN company. Now it’s spending billions on cloud infrastructure, signing a massive agreement with Anthropic, buying AI-security companies like LayerX, and building products designed to control autonomous AI agents. I looked into …
**TL;DR:** * The values on NVIDIA's slide are Silicon Data's discounted rent, not resale prices, and they move with rent. * But the memory shortage holding rent up is backed by the buyer, not just the sellers, and runs past …
I hold a diversified portfolio comprising defensive, income, and hedge positions, and I am currently building out a compounding growth component. I have been looking at the companies listed above - i don't plan to add all - (MCO, CB, …
With the ozempic craze that's been happening, I’ve stumbled upon Eli Lilly and wanted to share an interesting dynamic I noticed regarding their move into the incretin market. Their flagships are and Mounjaro and Zepbound, and I think the "volume …