Corporate insiders rang the bell on the market almost three weeks ago with elevated levels of insider selling that has far exceeded anything we have seen in well over a decade of tracking insider transactions. The level of insider selling ...
Dara Khosrowshahi took on the top job at Uber (UBER) in September 2017 when the company was going through a crisis of confidence and pressure from investors led to the resignation of its CEO and founder Travis Kalanick. Mr. Khosrowshahi ...
Folktales like The Pied Piper of Hamelin were often used to communicate important concepts in a simple story format that tended to stay with their young listeners or readers. What we are witnessing in a market that appears stretched by ...
Last week we reported on a cluster of insider purchases at Intel (INTC) and this week saw a repeat performance with four insiders buying shares on the open market. In total we have seen 8 Intel insiders purchase shares during ...
Many of us grew up in the age of the “Intel Inside” marketing campaigns and watched the company dominate the industry for several decades. Some might even remember those little gimmicky turbo buttons computers had to give you a little ...
The San Francisco Bay Area is experiencing a strong storm this weekend that has caused disruptions like power outages and flooding. I’ve unfortunately been without power for several hours and my usual fallback of a mobile hotspot did not work ...
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 ...