Amrize Ltd

Insider Buying Week 05-22-26 Market is Resilient

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This market attempts to go down but the buying is resilient. One has to believe that the individual investors has so much more influence in this era than in the past. Just look at the allocation Elon Musk is rumored to be giving the loyalists. Individual investors are rumored to be getting 30%,of the upcoming Space X IPO, an unprecedented amount. Insiders continue to nibble at stocks that could be classified as value stock, not so much because of their fundamentals, but more based on performance. Insiders buy the dip, not so much the cash flow or the P.E. ratios … Read more

The Insiders Fund Not So Daily Podcast | Insider Buying

Insider Buying Week 08-15-25 The Insider Buying Spigot Opened

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  The insider buying spigot opened a bit wider this week, but don’t mistake activity for conviction. Yes, we saw some heavyweight swings—Jared Isaacman dropping $16.3 million on Shift4 Payments and Amrize’s freshly-minted CEO Jan Jenisch betting $23.3 million on his construction materials spinoff. These aren’t lunch money purchases. But here’s what gnaws at me: in a world hypnotized by AI’s insatiable appetite for data centers and energy infrastructure, are we witnessing genuine bottom-fishing or just executives with more money than sense? Eli Lilly’s triumvirate of buyers—Ricks, Fyrwald, and Skovronsky—collectively dropped $2.7 million around $640 per share. That’s either supreme … 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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