Insider Buying Week 05-17-24 Biotech Bonanza

I was a little late in finishing the blog, as there were many more names to research. Most of the quarterly earnings are behind us, and it is heartening to see that insider buying has picked up a…


Insider Buying Week 05-10-24 The Earnings Blackout Curtain is Lifting

The blog is a work in progress, like a public journal/filing system. Most of the quarterly earnings are behind us, and it is heartening to see that insider buying has picked up a little. Could there…


Insider Buying Week 04-26-24 In the Heart of 1st Quarter Earnings Blackout Darkness

We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly for the bulls, but there might be some green shoots.…


Insider Buying Week 04-19-24

We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It's been ugly out there for the bulls.


Insider Buying Week 04-12-24 and The Insiders Fund 1st Quarter Partner Letter

We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. Nonetheless, that rarely stops insiders from finding ways to sell…


Insider Buying Week 04-06-24

Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to…


Insider Buying Week 03-29-24 The Coming Wave changes Everything

Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to…


Insider Buying Week 03-22-24 Let the Games Begin

An arms race is just beginning, but it's not the traditional weapons of war. Artificial intelligence is the most disruptive technology to come along since the Internet. Large language models like…


The Curious Case of Insiders Buying Alteryx AYX for $.09 cts Arbitrage Premium

The sale is all cash for $48.25, yet insiders are buying it for as high as $48.16


Insider Buying Week 03-08-24 FOMO or FEAR?

I've been struggling to explain the speculative frenzy I sense in the markets. Stocks routinely go up and down 20% on earnings or even something as trivial as an analyst upgrade or downgrade yet the…