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…
Insider Purchases Last Week. Nvidia Ignites Massive CAPEX Expansion
Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A giant uptick in capex spending is underway, and it is directly attributable to the…
Insider Buying Week 02-23-24 Is Following Insider Buying Dead as a Strategy?
Insider buying has been noticeably scarce in this bull leg of a market making all-time highs. The small amount of buying is not performing particularly well either. You might find this news…
Name: Roger M. Singer
Position: Director…
Insider Buying Week 02-09-24 Is it the Super Bowl or the Ripping AI Bandwagon?
Finally, there is some work to do in analyzing insider buying. It's not much, but it's better than the last three weeks of nonexistent purchases. Still, the lazy move, and perhaps the best move, is…