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Three weeks with almost no insider buying of any note to reports. We ignore the purchases of hedge funds as they may be investing primarily with other people’s money. Instead, we concentrate on officers and directors of a company who spend what we think are respectable amounts of money, not likely to be window dressing. Like everything thing in investing, this is not a firm rule. Investors rarely ignored Warren Buffett’s Berkshire Hathaway, Bill Ackman, or other legendary hedge fund investors. This week, we highlight one new buy and three names we have previously written about. Name: Chun R Ding … Read more

Grail spinoff- the largest AI Machine Learning Project in Medicine- Galleri is “The Holy Grail” of Genomic Testing

Grail is hard to analyze, but the potential upside is staggering.  Due to their regulatory challenges, there is a paucity of information, obfuscated by likely insider dealing and related third-party transactions, and an abundance of lawyers due to regulatory challenges. Icahn waged a proxy fight, and ultimately, the EU forced Illumina to divest Grail.  Analysts are probably waiting until the spin-off is done on June 24th before there will be much commentary, as many banks have been feeding at this trough . But first, here are some quick facts about the spinoff itself. https://www.sec.gov/Archives/edgar/data/1699031/000119312524148672/d556103dex991.htm#toc556103_ Grail will only have slightly over … Read more