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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

Insider Buying Week 06-20-25

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Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: Kirk L. Johnson Position: Executive Vice President Transaction Date: 06-16-2025  Shares Bought: 5,300 shares an Average Price Paid of $94.24 for Cost: $499,472 Company: ConocoPhillips (COP): ConocoPhillips is an independent exploration and production company headquartered in Houston, Texas, with operations across 13 countries. The company maintains a diverse, low-cost-of-supply portfolio that includes resource-rich unconventional plays in North America, conventional assets in North America, Europe, Africa, and Asia, liquefied natural gas (LNG) projects, Canadian oil sands, and a range of global … Read more

‘t Fight the Trend

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The market pin action has been exceptionally strong.  Don’t fight the trend is a popular saying many people have uttered along with ‘ other profound market nuggets of wisdom. They work until they don’t.  Late breaking headlines about non-essential U.S. Government employees being told to leave the MidEast caused oil to spike $3 and the market to sell off some late Friday.  Yet full blown war between Israel and Iran is greeted enthusiastically. Perhaps too much so. Israel hasn’t been able to get out of Gaza, so Iran is a problem multitude of order more challenging. For the moment the … Read more

Insider Buying Picks Up Dramatically Week 8-06-21

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For trade, details click on this link to the trades.  Name Sachs Bruce I Position: Director Shares Bought: 15,000 Average Price Paid: $197.91, Cost: $2,968,650 Company: Vertex Pharmaceuticals Inc. (VRTX) Vertex is a global biotechnology company that invests in scientific innovation to create transformative medicines for people with serious diseases. The company has multiple approved medicines that treat the underlying cause of cystic fibrosis (CF) – a rare, life-threatening genetic disease – and has several ongoing clinical and research programs in CF. Beyond CF, Vertex has a robust pipeline of investigational small molecule medicines in other serious diseases where it has … Read more