oh almost forgot about another one thats pretty stupid but somehow I'm up +5% on it already in a couple weeks, only got 1000 shares though, very little conviction
>IDN
recent insider sell looks like he's setting up for longterm capital gains for a buyout next year, sold enough shares to execute stock options (EARLY) and end up with a higher share position

bull case for this is entirely dependent on anti-fraud solutions they have a monopoly on (driver's licenses) which can legitimately save a single company dozens of millions against fraud
>https://www.cnbc.com/2025/05/20/doj-charges-armenian-crime-ring-in-amazon-theft-worth-over-83-million.html

this one i might understand a bit more thats why i already own 1000 shares of it
ai dashcams charges SEPTA like recurring $2m/year for SEPTA to save $20m/year against fraudulent lawsuits