TradesOfNote @TradesOfNote
Analysing the most notable shareholder disclosures on the UK market. https://t.co/uAlAbLxpGv London, England Joined June 2025-
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Legendary activists and macro titans reappear with big wagers on everything from Vodafone to critical metals. Meanwhile, insiders and specialists quietly reveal their hands, placing new bets on UK property, biotech, and small-caps. tradesofnote.com/newsletter-202…
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A Norwegian dynasty backs its fintech horse and a Spanish tycoon wades into reinsurance. Meanwhile, a Houston activist's arrival in rare earths signals that the real games are about to begin. tradesofnote.com/newsletter
Forget the summer doldrums; real money is moving with conviction. This week’s action reveals specialist plays in reinsurance and energy, plus a major new stake from the quiet giants at Silchester. tradesofnote.com/newsletter-202…
The summer break is clearly cancelled as activists circle their targets and insiders double down. This week’s menu is a feast of takeover bets, turnaround plays, and profound strategic conviction. tradesofnote.com/newsletter-202…
This week: A Singaporean VC makes a surprising wager on chess, while a formidable activist doubles down on education. We also spy a pure arbitrage play and a US fund's debut UK gambit. tradesofnote.com/newsletter-202… @merenzon @FedeRiggio87
This week, serious money whispered its intentions. A metals giant corners its lithium target while a new Blackstone-backed fund takes its first UK scalp, signalling major catalysts to come. tradesofnote.com/newsletter-202…
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