Month: April 2021

The Insider Buying Great Vanishing Act Week Ending April 23

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For trade details click on this link to the trades Are we the only ones talking about how insiders have taken their chips off the board? This is the smallest amount of insider buying we have seen since 2016.  Just looking back at my records, the S&P 500 was up 11.96% that year.  Consider the S&P 500 is already up 12%, which doesn’t auger well for the remainder of the year. It’s hard not to get enthusiastic about a market making new highs, low-interest rates, the most dovish Fed Chairman in history, the 2nd most dovish at the Treasury, and … Read more

COINBASE -if bitcoin is a house of cards- then $COIN is the clarion bell on top of the house about to crumble.

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We are excited and nervous at the same time about our short position in Coinbase Global, Inc., known as Coinbase. COIN is an American company that operates a cryptocurrency exchange platform that operates remote-first without an official physical headquarters. They recently went public in a much-publicized direct listing. I don’t think COIN could have timed the offering better. It was one of the largest ever direct listings and insiders unloaded a stunning amount of their holdings. If bitcoin is a house of cards as I believe it is, then COIN is the clarion bell on top of the house about … Read more

1st Quarter 2021 Partner Letter

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The Insiders Fund 1st quarter 2021 Partner letter is available to interested parties on our website at https://insomniachedge.com/partner-letters . It was a fun quarter, a great time to be invested.  The Insiders Fund was up 0.80% for March 2021 while the S&P 500 returned 4.26%. The Insiders Fund was up 28.41% for the 1st quarter versus 6.17% for the benchmark. For the trailing 12 months, we returned 136.97% ( after all fees and expenses) versus the S&P 500 up 56.35% (includes dividends). If you’ve been on the fence contemplating investing in The Insiders Fund, the letter gives you an intimate … Read more

Live Webinar Monday April 19th 6:00PM The Insiders Guide to Shredding the Markets

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I’m spilling the beans, the secret sauce during this live webinar. Everything I’ve learned in over twenty years of trading the markets including how we just earned 92% in 92 days in a diversified portfolio. Every question will be answered in the time permitted or by a follow-up email. I guarantee you that there will be something for everyone, beginner or the most sophisticated- this will be a live educational event you won’t want to miss. Click on the Image Above to Register for the Event or go to https://events.marketsmarttoday.com/webinar-apr-19-linkedin/ Lots of great stuff here are just a few of … Read more

Don’t wait for the Happy Ending-Insiders are Unloading Way too much Stock

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For trade details click on this link to the trades   We’ve been talking about how insiders are restricted from buying because of the quarterly earnings blackout period.  That sure hasn’t stopped them from selling, making a farce out of the SEC’s measures to protect the public investor from the officers, directors, and 10% or more shareholders that are considered to be privy to special inside information. Rather than rail about the inequities we face, we prefer to take the world as it’s given to us and try to make the best of it.  This week is downright ugly.  Of … Read more

Using the Relative Strength Index (RSI) and Covered Calls to Preserve Long Term Capital Gains

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One of the tools I regularly use to preserve gains and especially long-term capital gains is writing covered calls on positions that I think can do down in the near term. Technical analysis is a great tool to predict short-term price movements.  Take the example of Crown Castle Internationa. Crown Castle is a real estate investment trust and provider of shared communications infrastructure in the United States. Its network includes over 40,000 cell towers and nearly 80,000 route miles of fiber supporting small cells and fiber solutions. Wikipedia CCI has got most of the ingredients we want for a low-risk equity … Read more

Insider Buying Week Ending April 9th- Market making new highs without help from insiders

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For trade details click on this link to the trades % Trade Date Company Ticker Change Applied Molecular Transport Inc. AMTI 16.50% DELCATH SYSTEMS Inc DCTH 7.07% JOANN Inc. JOAN 4.49% REPUBLIC SERVICES Inc RSG 4.13% Howard Hughes Corp HHC 2.85% Science Applications International Corp SAIC 1.04% TCW STRATEGIC INCOME FUND INC TSI 0.07% TCW STRATEGIC INCOME FUND INC TSI 0.05% GREIF INC GEF -1.45% There was very little insider buying of note this last week.  If you rule out the almost daily offerings of new  SPACS which are for the most part future mediocre to poor investments by self-dealing … Read more

‘s About Them Apples? Insiders Fund up 137% Trailing 12 Month Return

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We made 6x to 12x what we paid for SAVA in just two months   We just updated our one-month, three months, and twelve months return and were pleasantly surprised to see an eye-popping return of 137% for the trailing 12 months ending March. Some of that return can be credited to the general market.  The S&P 500 was up 56% but 81% of the Fund’s return was the excess return, in other words-alpha. The Insiders Fund performed admirably without taking excessive risks. We did this by concentrating our investment funds on our best ideas, not diversifying across dozens of … Read more

Insider Buys Week of April 2nd 2021

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For trade details click on this link to the trades Company Ticker GTY Technology Holdings Inc. GTYH You Harry L. Director 10% Owner 61.83% Designer Brands Inc. DBI SCHOTTENSTEIN JAY L Chairman 10% Owner 21.37% Designer Brands Inc. DBI Schottenstein Joseph A. Director 20.34% Green Brick Partners Inc. GRBK Brandler Harry Director 12.61% RHYTHM PHARMACEUTICALS Inc RYTM Meeker David P CEO 10.26% CASI Pharmaceuticals Inc. CASI He Wei-Wu CEO Chairman 9.76% APARTMENT INVESTMENT & MANAGEMENT CO AIV CONSIDINE TERRY Director 9.71% Epizyme Inc. EPZM MOTT DAVID M Director 8.23% REV Group Inc. REVG Rushing Rodney M CEO 6.95% RENT A … Read more

"The insomniac hedge fund guy" is a moniker Harvey Sax, the portfolio manager for The Insiders Fund has used from time to time on email, blog , and social media posts. While Mr. Sax is the portfolio manager of The Insiders Fund, these posts are not communications from, nor endorsed by, Alpha Wealth Funds, LLC or any of its managed funds. References to Alpha Wealth Funds or its affiliates are for identification only and do not imply sponsorship or approval. All registered trademarks herein are the property of their respective owners.

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