Articles & Letters

Insider Buying 02-14-25 Buyers Coming Back as Blackout Abates and Uncertainty Rocks Stocks

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As Q4 earnings announcements start to wind down, we would expect to see a pickup in insider activity. We are seeing that, particularly in sectors that have sold off in anticipation of possible Trump regulatory changes that would make business more challenging and potentially less profitable. Of course, no one really knows for certain about any of this as Trump has shown a great propensity to say one thing and actually do another.  He may be bluffing, posturing or may change his mind. It’s very unpredictable but you have to assume when insiders buy into this, they are considering this, … Read more

Insider Buying Week 04-19-24

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We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly out there for the bulls. Name: Vincent P. DiFronzo Position: EVP,-Air Force & Comb Commands Transaction Date: 2024-04-12 Shares Bought: 795 Average Price Paid: $126.04 Cost: $100,202 Company: Science Applications International Corp (SAIC) Science Applications International Corporation offers technical, engineering, and enterprise information technology (IT) services primarily in the United States. The company’s offerings include IT modernization; digital engineering; artificial intelligence; weapon systems support, which designs, builds, modifies, integrates, and sustains weapon systems; and end-to-end services, … Read more

An Open Letter to Mark Zuckerberg from the Last Man on the Planet that Believes in Him

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The death of Facebook, here to fore Meta is greatly overstated. It seems that bashing Facebook is the most popular pin in a writer’s arsenal today. I’m downright sick of it.  And I’m taking the plunge in share prices as an opportunity to buy, buy, and buy.  I”ve never owned Facebook before and I don’t expect a quick spring back unless Zuckerberg immediately reads this letter and acts on it. Like I said there won’t be a quick return to glory as there are just too many haters. This is the Company whose goal is to connect the world. And … Read more

3rd Quarter 2020 Partner Letter

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3rd Quarter 2020 Partner Letter This letter is our report card to our partners. We strongly encourage you to read it carefully as often the difference between success and failure in investing boils down to understanding what you own. Investments rarely align themselves with monthly or quarterly results, so it’s important to understand the logic behind the reported results. I believe success in the stock market is often about investors with conviction taking money from those that lack it. I have added dynamically updated spreadsheets tracking the performance of the notable insider buys to better aid in our understanding of … Read more