Insider buys were up 9.22% versus the S&P 500 up 2.16% for Week Ending November 13th

For trade details click on this link to the trades Integer Holdings Corp up 19.94% ViewRay Inc. up 20.92% Camping World Holdings Inc. up 14.05% Magellan Midstream Partners L.P. up 12.94% Aon plc up…


RALLY ON

As the votes came in and the outcome of the Presidential election became clear,  investors voted with their dollars.  The market ripped 7.25% which was the largest election week rally in history.…


Brutal week in the Market- Insider Buys Outperform on Average by 600%

For trade details click on this link to the trades Selecta Biosciences up 12.90% HomeStreet up 4.30% International Business Machines up 3.64% Raytheon Technologies ups 3.64% SMART Global Holdings up…


Massive Insider Buy in Selecta Biosciences $SLB and other Notable Buys Week Ending October 23, 2020

For trade details click on this link to the trades Selecta Biosciences up 23.20% Carnival Corp up 9.32% Del Taco Restaurants up 8.61% CITIGROUP up -0.32%   Director Timothy Springer has been on…


Not Much in the Way of Insider Buys Week 10-9-20 but Kyle Bass files on $SBE

LIQUIDITY SERVICES INC up 43.2% AMAZON COM INC up 2.92% Medtronic plc up There wasn't much happening in new insider buys but when CEO Angrick bought 94,567 shares of Liquidity Services at $7.57, it…


3rd Quarter 2020 Partner Letter

3rd Quarter 2020 Partner Letter This letter is our report card to our partners. We strongly encourage you to read it carefully as often the difference between success and failure in investing boils…


The Week Democrats Found Religion and Republicans Found Science

POTUS tweeted he tested positive for Covid-19.  Tellingly it was the most liked Trump tweet ever.  The President's demand for loyalty is now looking like it could extend to death as Trump conducts…


Insiders Kill it Again- Largely Led by Cassava Sciences $SAVA a potential 200 Bagger

CASSAVA SCIENCES INC up 28.59% CORPORATE OFFICE PROPERTIES TRUST up 2.57% GOLUB CAPITAL BDC Inc. up 0.54% HARTFORD FINANCIAL SERVICES GROUP Inc down 0.50% BROADCOM INC down -1.29% Casssava was up…


Insiders Largely Immune from Tech Momentum Sell-Off

The Insider Fund had one of its best weeks this year, largely immune from the Nasdaq market momentum collapse. Investors that lack confidence bail easily.  Nothing engenders confidence more than…


The Home is Hot, but Not Much Else- Insider Buying Tapers off with 3rd Quarter Earnings Blackout

The market has been trending lower, all major averages are testing the 50 day moving average.  In this kind of juiced up market, technical traders have an unwarranted influence. My guess is that we…