MASI

The Insiders Fund Not So Daily Podcast | Insider Buying

Insider Buying Week 08-15-25 The Insider Buying Spigot Opened

by

  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

Insider Buying Week 6-02-23 Animal Spirits Return

by

Animal spirits returned in force last week. The average insider returned 7.96% and a median return of 6.61%. The S&P 500 scorched 3.97%. The safe money crowd collecting their guaranteed 4%-5% is near the half-year point. They’ve earned a little less than their guaranteed 2%. That’s 2% for the year to date when the market just turned in twice that for a week. Fear of missing out, FOMO, is a dangerous thing.  One way to avoid that investment mistake is to pay attention to what insiders are doing. Normally they don’t chase their stocks in a FOMO moment. They are … Read more

The Fed Gives a White XMAS to Seniors Noteworthy Insider Buys 12-23-22

by

After years, decades even of financial repression, investors are able to earn something from their risk-free savings. It could not have come at a better time for the nation’s seniors. According to the  2022 U.S. Census Bureau, more than 56 million adults ages 65 and older live in the United States, accounting for about 16.9% of the nation’s population. It’s time for them to step down off the roller coaster ride of the equity markets.  One of the cardinal rules of financial planning is that you get more risk-averse as you age. Now you can actually earn a return of … Read more

Massimo and Apple Showdown coming soon to a screen near you-other notable Insider Buys

by

Learn How You Can Become an Insider Too – Click Here   The reality of significantly richer returns on risk-free assets like U.S. Treasuries has taken hold of investors’ psyches. The marginal excess returns that the stock market is likely to provide over the 10 Year Treasury are still mildly attractive. Considering the historic return of the stock market is 7.5%-8%, is the 3.7% to 4.18% risk premium above yesterday’s 3.82% 10 Year Treasury Yield worth it?  For some retired investors losing sleep over the market’s gut-wrenching volatility- the answer is clearly no.  Years of financial repression are over for … Read more

Insiders are Nibling- Notable Insider Buy Trupanion TRUP Week ending May 7th

by

For trade, details click on this link to the trades U.S. SILICA HOLDINGS Inc up13.46% B. Riley Financial Inc. up 11.29% RAYONIER ADVANCED MATERIALS Inc up 9.51% Adtalem Global Education Inc. up 8.37% ELI LILLY & Co up 6.88% PQ Group Holdings Inc. up 6.14% Mayville Engineering Company Inc. up 6.13% TRAVELZOO up 5.50% TRUPANION Inc up 4.62% AMPHENOL CORP up 3.32% INTEL CORP up 2.98% Armstrong Flooring Inc. up 5.58% ENTERPRISE FINANCIAL SERVICES CORP UP 1.37% American Assets Trust Inc. up 0.95% MASIMO CORP down 3.22% After weeks of near senescence, insiders are nibbling at their own stock. The … Read more

Insider Selling Swamps Buying – Week Ending in May 4-2018

by

$DDR,$RDN,$FB,$GRMN,$ORCL,$MA,$NYT,$DOCU,$BMN,$PYPL,$CRM,$MASI,$ALXN In this report, we examine stocks that C-level officers and directors bought and sold ending the week of May 4, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be window dressing. The bar is different with selling, because the natural state of management is to be sellers. This is because most companies provide significant amounts of management compensation packages as stock. Therefore, with selling, we analyze for unusual patterns, such … Read more