$LSAK

Insider Buying Week 02-13-26 Average Return 6.79%

by

Notable insiders, not just any insiders but the ones that we identify as notable purchases continue to outperform the indices. The Nasdaq composite was down 2.10% while the S&P was down 1.39% and the RSP was up 0.33%. My gut feel is there is a pattern underway.  The hyperscalers building out the AI infrastructure are getting penalized, SAS Armageddon continues unabetted, and mainstream slow growth industrial and consumer stalwarts are beginning to benefit from their AI efficiency gains. Name: Timothy R. Barakett Position: Director Transaction Date: 02-09-2026  Shares Bought: 50,000 shares an average price paid of $104.93 for Cost: $5,246,500  … Read more

Insider Buying Week 12-15-23 Glad to See some Big Names and Big Dollars Returning to the Insider Buying Game

by

While some stocks like the Magnificent Seven have had a phenomenal comeback year, many, many companies are depressed in value. We have no shortage of compelling investment ideas, but getting people to invest when values are low is the opposite of human nature. Paying particular attention to significant insider buying is one way to force that discipline on yourself. When not painting the tape or participating in required corporate ownership requirements, insiders are historically value buyers.  This week, we highlight what we think are notable buys. Although we pay attention to selling, we don’t write about this far more nuanced … Read more