A CVR Database, Ranking of Insiders and a Whole Lot More
Over the last year, I have had the good luck of being invited to give guest lectures for students at Columbia University, the University of
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October 1, 2025
Over the last year, I have had the good luck of being invited to give guest lectures for students at Columbia University, the University of
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This is our eighth update about new merger arbitrage related positions at funds that tend to have concentrated portfolios. You can find our first update
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Over the long weekend, I got a chance to catch the new movie by Apple, F1, starring Brad Pitt and my personal favorite, Javier Bardem
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What did companies like Walmart (WMT), Bank of America (BAC), Walt Disney (DIS), Dow (DOW) and Procter & Gamble (PG) that operate in disparate industries
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This is our seventh update about new merger arbitrage related positions at funds that tend to have concentrated portfolios. You can find our first update
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I am still trying to get my head around flip-flopping insiders. Who are flip-floppers? Flip-floppers are company insiders (CEO, CFO, directors, 10% owners, etc.) who
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There have been countless posts, articles and tweets this week about how the joy of attending the Berkshire Hathaway meetings in Omaha. The experience is
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Three years ago, when I decided to go for the Berkshire Hathaway annual meeting in Omaha after meeting a friend for lunch, I did not
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I have been tracking insider transactions for nearly 15 years and over the last few years I realized (yes, belatedly) that it is not as
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I was initially a large language models (LLM) skeptic despite having worked with AI both in graduate school and in a professional capacity. The LLM
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This is our sixth update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find
Read More
Last month we announced the roll out of the new InsideArbitrage quant model and the inclusion of the IA Score in all of our stock
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