Cluster Sale By Insiders of JPMorgan Chase – Insider Weekends
Key Insights: Aggregate insider buying and selling data paints a bleak picture with insiders selling more than 39 times as much stock as they purchased
Read More
February 25, 2024
Key Insights: Aggregate insider buying and selling data paints a bleak picture with insiders selling more than 39 times as much stock as they purchased
Read More
For the first time last quarter, we published an article that included a list of new merger arbitrage related positions at funds that tend to
Read More
The Children’s Place Inc. (PLCE): $29.12 Market Cap:$363.34M Enterprise Value:$901.15M Before we jump into our article about the recent saga surrounding the children’s clothing retailer
Read More
Insider buying fell off a cliff during the holiday shortened week last week. There are multiple reasons for this including folks taking time off from
Read More
I don’t often do an end of year look back but this year was so unusual that I wanted to put it down in words
Read More
I was about to wrap up this article when I heard about the passing of Charlie Munger. His wit and wisdom were unmatched and there
Read More
This mid-month update is a couple of days late because I was in Dallas, Texas attending the IDEAS Conference where nearly 60 companies were presenting.
Read More
Every time I hear the words special situations investing or event-driven investing, my ears perk up. When looking for a podcast to listen to last
Read More
I was reflecting on the performance of my portfolio during the last several years and realized that beyond opportunistic trades both on the long and
Read More
I came across the following quote on Twitter yesterday that really resonated with me (h/t Ted Seides): “My biggest investment pet peeve is analysis paralysis.
Read More
Key Insights Famous biotechnology investor Wayne P. Rothbaum purchased $26.5 million worth of a clinical-stage biotechnology company, Iovance Biotherapeutics Inc. (IOVA). Mr. Rothbaum is well
Read More
Key Insights One of the largest open market insider purchases by the new Co-CEO of Workday (WDAY) who purchased 8,676 shares at an average price
Read More