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The Constellation Software of Poland A deep dive on Sygnity $SGN.WA is now out. Link to read: linktr.ee/anshulpuri
Just published the first post on my new Substack: Scaling Ideas It’s where I’ll be writing about startups, venture, and the ideas shaping the future If that sounds like your thing, hit subscribe and stay tuned for more! open.substack.com/pub/scalingide…
$NN The FCC voting on the C-Band NPRM was a key milestone for NN. We have to see the government get back to work and we are all clear towards our NPRM. Very important day in the investment of NN.
Some crazy price action with $ISSC today, especially near the close. Don’t see any reason to think management was involved $18-25 is where they would consider selling equity, not here. Thesis remains intact
I prob should have shared here but I wrote the name up open.substack.com/pub/alankritca… If you look at daily volumes etc it’s shockingly high for such a small cap company . Lot of tourist . Opportunity is there imo on a longish timeline
Kind of interesting $neu buys another company that makes chemicals for space / rockets. They bought AMPAC last yr which specializes in fuel for rocket motors. newmarket.com/news/2025/09/n…
newmarket.com
NewMarket Corporation Announces the Acquisition of Calca Solutions, LLC - NewMarket Corporation
RICHMOND, VA – NewMarket Corporation (NYSE: NEU) today announced its entry into a definitive purchase agreement to acquire Mars TopCo, LLC, the ultimate parent company of Calca Solutions, LLC (Calca).
Added 58 new stock write-ups to the site (pt 2): @SCapStrategist - $KITW.L @BmfReports - $LASE (short) @slack_capital - $IVCTF @1rabbitresearch - $GOOGL (analyst) @Quality_stocksA - $BABA (wait) @AnshulPuri0 - $ISSC
$BELFB – Quick look at their Enercon acquisition posted I like the deal and see FY25 EBITDA at $150M. At 12x that puts Bel at $118/share.
straight up jaw dropping preliminary Q2 numbers from Sygnity $SGN.WA $TOI.V
"When 6 B-2s fly westward, look for 9 more flying eastward." Ancient proverb
Sygnity margins FY 2023 -> 2024 🥸 EBITDA margin 21.3% -> 27.9% NI margin 17.1% -> 20.6% CFO margin 23.9% -> 28.7% $SGN.WA $TOI.V
Cigarettes are going away, but $PM isn’t going anywhere
$WRB's quarterly reminder that long-term risk adjusted returns is what ultimately drives shareholder value in insurance.
Added 43 new stock pitches to the website (pt final): @CapitalPmh - $BIG.L (litigation update), $AGFX.L (earnings update) @timothym1ai - $KEP @AnshulPuri0 - $FG @ValueSituations - $CHG.L @ValuingDutchman - $HAL.AS @NWFCapital - $LULU @WelfareCapLLC - $GRND
for all its successes, Sygnity still a sleeper choice. Probably that's for the best and I should zip my lip
Very strong cash generation at Sygnity (full year cash from operations +61% y/y ) making it a small but potent engine contributing materially to Topicus results Almost 6% of CFO $SGN.WA $TOI.V $CSU.TO
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