Mitek Systems 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 02-28-25 Be Fearful When Others Are Greedy and Greedy When Others Are Fearful

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CHAOS 2.0 unfolds as expected with a sharp drop in interest rates as market participants pivot from worrying about inflation to crumbling public sentiment and the likelihood of rising unemployment numbers.  The Atlanta Federal Reserve is projecting a contraction of the nation’s gross domestic product (GDP) of 1.5 percent in the first quarter, flashing a warning sign for the U.S. economy. The projection is a significant shift for the Atlanta Fed over the last few weeks that comes a little more than a month after President Trump took office. The Atlanta Fed last week was predicting 2.3 percent positive growth … Read more