Insider Buying Week 03-13-26 Sitting on our Hands

When the CEO-to-Seller ratio hits a 20-month high, the message is clear: Preservation is currently more important than participation. We are seeing “distribution” from institutional players to retail, and until the inflation data cools or we see a broader base of insider buying across sectors like financials and industrials, we are content to watch from the fence. The outliers are always worth a look, but for the most part, the best trade this week was no trade at all. Name: Richard H. Fearon Position: Director Transaction Date: 03-06-2026  Shares Bought: 1,000 shares an Average Price Paid of $306.34 for Cost: $306,340 … Read more

Insider Buying Week 05-30-25-Could Harvard University go Public?

It was a generally positive month, marked by tariff moderations and largely favorable economic news regarding inflation. Trump, possibly feeling the pressure from the family’s market short, delivered a Friday surprise with the statement, “China not playing nice.” On the surface, there appear to be no groundbreaking revelations, but as always, one must delve deeply into the underlying details. There is an unexpected insight today: creativity often emerges when one is cornered. Consider the actions of the Ukrainians this weekend. Be sure to read the opinion on the large KKR purchase by the Chairman of the Board of Harvard. On … Read more

Insider Buying Week 03-22-24 Let the Games Begin

An arms race is just beginning, but it’s not the traditional weapons of war. Artificial intelligence is the most disruptive technology to come along since the Internet. Large language models like Open AI’s ChatGPT are the machine learning equivalent of the Internet browser. The full-fledged arms race is underway.   Name: Brent Windom Position: Director Transaction Date: 2024-03-19 Shares Bought: 2,617 Average Price Paid: $83.00 Cost: $217,211 Transaction Date: 2024-03-15 Shares Bought: 2,683 Average Price Paid: $80.57 Cost: $216,173 Company: Advance Auto Parts Inc (AAP) Advanced Auto Parts, Inc. was formed in 1929 and is headquartered in Raleigh, North Carolina. … Read more