Insiders

Insiders November 2025

Insider selling has picked up in Japan

, and Michael Fritzell

10 December 2025 . 11:04 AM

10 min read

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Portfolio

A volatile month

, and Michael Fritzell

31 January 2026

Paid Members Public

The display panels used in the Amazon Kindle and electronic shelf labels

, and Michael Fritzell

26 January 2026

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Deep-dives

The global monopoly in e-paper displays at 16x P/E with a color display catalyst

, and Michael Fritzell

25 January 2026

Paid Members Public

80%+ of high school students in East Asia are afflicted. Which companies benefit?

, and Michael Fritzell

19 January 2026

Paid Members Public