MP Materials Corp

Insider Buying Week 06-12-26

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The market has not had much love for anything other than the downstream recipients of the largest capex investment boom in history, the semiconductor supply chain.  We continue to track insider buys but it seems like a fools errand. I don’t know when the tide will go out and the picks and shovels will move to applications, consumer spending, or something other than postage stamping the earth with AI data centers.  Inevitably overbuilding will happen. It’s a mathematical certainty but when that happens is beyond anyone’s ability to forecast just yet.  Perhaps insiders have got some feel for this. Certainly … Read more

Insider Buying Week 05-22-26 Market is Resilient

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This market attempts to go down but the buying is resilient. One has to believe that the individual investors has so much more influence in this era than in the past. Just look at the allocation Elon Musk is rumored to be giving the loyalists. Individual investors are rumored to be getting 30%,of the upcoming Space X IPO, an unprecedented amount. Insiders continue to nibble at stocks that could be classified as value stock, not so much because of their fundamentals, but more based on performance. Insiders buy the dip, not so much the cash flow or the P.E. ratios … Read more

Insider Buying Week 08-09-24

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Someone wrote last week that the situation in the market was ripe for a crash, reminiscent of the Crash of 1987. I lived through that, so I have some personal observations. Name: Thomas Arthur Bell Position: CEO Transaction Date: 2024-08-01 Shares Bought: 1,712 Average Price Paid: $145.04 Cost: $248,305 Company: Leidos Holdings Inc. (LDOS) Leidos Holdings, Inc. was founded in 1969 and has its headquarters in Reston, Virginia. Leidos Holdings, Inc. and its subsidiaries offer services and solutions in the defense, intelligence, civil, and health markets in the United States and abroad. The company’s segments include Defense Solutions, Civil, and … Read more

Insider Buying Week 6-02-23 Animal Spirits Return

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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

Insider Buying Week 5-26-23

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It’s all AI, Chat GPT, large langauge models, and generative image models. Nvidia’s blowout quarter and guidance sent the market into a bull run seizure moment.  Meanwhile, you hear more and more stories about fake information generated by this “breakthrough AI,” including the latest example on Twitter where an attorney was reprimanded by a judge for his brief, which included fake prior cases entirely fabricated by AI. We can’t ignore the promise, but we certainly shouldn’t be blindsided by the hype. Tread carefully here. At the Insiders Fund, we try to filter out the noise. Here’s what real insiders are … Read more

Insider Buying Week 3-18-22 NASDAQ Makes the Biggest Weekly Gain in History

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. I wrote last week that “For many people, the obvious response is to buy nothing, do nothing until the bear market is over. We wish it was that easy as when some stocks have corrected as sharply as they have, down 50-70% in many cases. When they turn, the upswing will be so quick and significant, violent even that there is no way of getting back in anywhere near the bottom. Last week the S&P 500 stormed 5.8% higher and the average … Read more

"The insomniac hedge fund guy" is a moniker Harvey Sax, the portfolio manager for The Insiders Fund has used from time to time on email, blog , and social media posts. While Mr. Sax is the portfolio manager of The Insiders Fund, these posts are not communications from, nor endorsed by, Alpha Wealth Funds, LLC or any of its managed funds. References to Alpha Wealth Funds or its affiliates are for identification only and do not imply sponsorship or approval. All registered trademarks herein are the property of their respective owners.

© 2026 Insomniac Hedge Fund Guy

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