$PICS

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 03-27-26

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When Macro trumps everything, does insider buying have relevance. The answer to this will only be apparent in time. My hunch is that insiders know as much about macro as anyone else.   Name: Charles V. BerghPosition: DirectorTransaction Date: 03-20-2026  Shares Bought: 6,090 shares an average price paid of $164.20 for a cost of $999,978 Company: Lululemon Athletica Inc. (LULU) Lululemon Athletica Inc., along with its subsidiaries, designs, distributes, and sells technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and other countries. … 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.

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