EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Analysing share transactions made by directors & senior employees

Report by Smart Insider

Identifying ‘Smart Insiders’ enables clients to generate alpha. Recent highlighted transactions include…

Puma (PUM GR) - Bjorn Gulden (CEO) purchases €512,000 at €63.99, taking advantage of recent share price weakness - he is a rare buyer and previous purchases have been timely.
Watches of Switzerland (WOSG LN) - Two directors make their largest purchases. Teresa Colaianni increases her stake by 56% and Robert Moorhead by 42%.
Kezar Life Sciences (KZR US) - Franklin Berger purchases $1.3m of stock at $16.25. He has a great record in Essa Pharma, another company where he is a director. Interesting to see him making this large purchase given the stock has more than doubled in a year.