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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

Insiders Put the Petal to the Metal as Animal Spirits Show Signs of Life

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Animal spirits are picking up.  This is the most buying we’ve seen since the market sell-off last December. One thing for sure, Insiders buy stocks when they think they are cheap.  Highlights are: Several insiders bought GE stock immediately prior to and immediately after Harry Markapolis’s interview on CNBC where he alleged fraud. Axogen Chairman bought $1 million worth of stock after the company she leads plunged 30% on weaker earnings forecast Outdoor billboard leader, Clear Channel newly appointed Chairman bought $913k at $2.28 per share.  CCO is loaded with debt. Three CIT insiders took advantage of low prices to … Read more