The Insiders Fund Not So Daily Podcast | Dmitry Pokhilko | SPACs

Insider Buying Week 08-22-25 SPACs are Back

  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

The Insiders Fund Not So Daily Podcast | Insider Buying

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

  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 6-3-22 In Comes the Earnings Blackout Period

  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. Only oil and gas stocks escaped the payback carnage on Friday.  We are getting closer and closer to the dreaded blackout period. A period where corporate insiders are prohibited from trading in their own stock. The one thing that buoys investor sentiment in a bear market is when insiders step up and purchase their own company’s stock. There will be less and less of this to report and short-sellers know this. They delight in capitulation and if there was ever a … Read more