Evolus Inc

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

Insider Buying Week 08-22-25 SPACs are Back

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  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 08-22-25

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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. Name: Gregory Hayes  Position: Director Transaction Date: 08-11-2025  Shares Bought: 5,250 shares an Average Price Paid of $191.57 for Cost: $1,005,743 Company: Becton Dickinson & Co. (BDX): Becton, Dickinson and Company, founded in 1897 and incorporated in New Jersey in 1906, is a global medical technology leader that designs, manufactures, and sells … Read more

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

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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