Uber Crash

What’s Eating $Uber? -Massive Lock-Up Expiration, Lack of Earnings, Ill-defined Business Model?

Something unusual will happen Wednesday Oct 6. Uber will have the biggest lock-up expiration in history.  RBC Capital Markets analyst Mark Mahaney estimates that 1.7 billion shares will become…


WMGI Takeover Bait?

Wright Medical $WMGI jumps after Bloomberg Says Exploring Potential Sale

Wright Medical Group (WMGI) is working with financial advisers to explore a sale, Nabila Ahmed and Ed Hammond of Bloomberg reported last night, citing people familiar with the matter. The ankle joint…


Airline stocks set to soar

Ned Davis Likes Airlines - Barron's

The esteemed Ned Davis research letter might give The Insiders Fund an unexpected push toward the finish. As readers of our blog should know we've been pretty keen on the undervalued airline sector.…


George Soros- When you know you're right

High Conviction Trades- the Holly Grail of Investing

It was George Soros that said, "there is no amount of money too big to bet when you know you are right." It's the holy grail of investing. The trade that we are all looking for.  One where we can…


Three of our Portfolio Stocks in The Insiders Fund were Discussed in this Week's Barron's

Grounding of Boeing’s MAX plane, labor troubles, and recession fears have haunted shares of American Airlines this year. But some investors are betting that the worst is over and the shares could…