The Insiders Fund Not So Daily Podcast | Dmitry Pokhilko | SPACs

Insider Buying Week 08-22-25 SPACs are Back

  Insiders tend to be value investors. Defining value investors is another phrase for buying low. It’s hard to say what value is. After all, beauty is in the eye of the beholder. Does value mean intrinsic value, using common methods of measuring a company’s discounted cash flow value, or does it mean low P.E. or above-average yield, regular dividends? Lots of books have been written on it, and famous investors, like Warren Buffett and his mentor, Benjamin Graham, have largely defined the category. A value investor more or less believes they are buying a stock for less than its … Read more

Insider Buying Week 8-18-23 before the Potential Powell Shitstorm in Jackson Hole

We look at insider buying this week before the potential shitstorm next week.  It’s hard to believe that Longs can make money on the S&P 500 before a looming Fed Chairmen’s speech on Friday, August 25, at the annual Jackson Hole conference The central bankers, policymakers, and economists at Jackson Hole attempt to steer the global economy.  Powell unveiled his Paul Volker channeling act last Summer, setting off a one thousand-point drop in the Dow.  That’s too obvious a trade and likely crowded. If Powell is interpreted as anything dovish on the rate hikes, there could be a rip-your-face-off rally.  But … Read more

Insiders See Opportunity in All Kinds of Markets, Especially Bad Ones

Insider Buying Week Ending June 7, 2019 American Airline insiders buy stock in beaten down airline lifting price action. Waiting on large payback from Boeing 737 Max grounding.  American is incredibly cheap will have significant free cash flow.and will be a direct beneficiary of increased trade with Mexico as it flies more routes than any other airline. John Idol, Chairman of the Board and CEO of Capri Holdings goes all in fashion conglomerate holding company with luxury iconic brands, Versace, Jimmy Choo, and Michael Koors. RE/MAX Holdings disclosed that its co-founder and chairman David Liniger bought a total of 122.9K … Read more