One of the things I look forward to each week is the potential discovery of a new idea on account of insider buying. Every once in a while, especially during earnings related quiet periods, we encounter a week where the ...
The semiconductor industry was a classic cyclical industry with demand driving pricing up and companies making capital investments to meet that demand. This would eventually lead to increased supply which exceeded demand and a big decline in prices combined with ...
Joel Greenblatt had a lot of success investing in spinoffs and generated outsized returns for his hedge fund Gotham Capital from 1985 to 1994. We wrote the following about him in 2018, Joel Greenblatt, the founder of the hedge fund ...
The trend we mentioned in our last insider weekends article where we discussed increased stock buybacks and insider buying at retail companies is alive and well. The company that topped our list of insider purchases this week is yet another ...
A couple of trends we have noticed in recent weeks is renewed confidence among retailers that manifested itself through increased stock buybacks and insiders of retail companies buying stock on the open market. In our September 2021 Special Situations Newsletter ...
In a week of repeat purchases we saw increased insider buying by both the CEO of project management software company Asana (ASAN) and three additional insiders of the insurance broker SelectQuote (SLQT). We also saw insider buying of online health ...
This Labor Day weekend yielded a crop of very interesting companies that have gone public recently through the traditional IPO process or by merging with SPACs. Almost all of them have been hit hard in recent weeks despite very high ...
One of the things that excites me about reviewing insider transactions each weekend is the discovery of a new company that I might not have been aware of or that I did not pay enough attention to in the past. ...
Welcome to edition 581 of Insider Weekends. Insider buying decreased last week with insiders purchasing $84.25 million of stock purchased compared to $190.52 million in the week prior. Selling also decreased to $2.78 billion compared to $5.37 billion in the ...
Welcome to edition 580 of Insider Weekends. Insider buying decreased last week with insiders purchasing $190.52 million of stock purchased compared to $247.78 million in the week prior. Selling increased significantly to $5.37 billion compared to $3.85 billion in the ...