À PROPOS DE CET ÉPISODE
Investors who can source conflict, mixed messages, or negative data points in their research process are at an advantage. In this episode, Ben shares a few hidden signals — revealed in insider selling activity, buyback programs, and earnings call sentiment — that can fuel short ideas. Examples include Snowflake (SNOW), Palo Alto Networks (PANW), PayPal (PYPL), and Skechers (SKX). Finally, Ben opens the mailbag and shares a recent question he got from a client regarding the opportunistic timing of one executive’s resignation announcement.
Edited, mixed, and scored by Calvin Marty.
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AUTRES ÉPISODES DANS CE PODCAST
What does a modern earnings workflow look like? This month, Ben and guests discuss the challenge of absorbing torrential amounts of information during earnings — from the press release to the 10-K/Q disclosure to the call transcript. Plus, go behind the scenes with the VerityData analyst developing…
How should investors interpret insider selling? There are a lot of data points: timing, size, past behavior, company culture, 10b5-1 context, and more. What’s signal? What’s noise?
In this episode, Ben shares 6 truths about insider selling. He weaves in illustrative examples of recent insider sell…
Ben and guests look back at a handful of this year's winning investment ideas and analyze intriguing ideas from the recent past. Plus, what does it mean when insiders at a company suddenly stop selling stock? Listen for the signals.
Edited, mixed, and scored by Calvin Marty.
This month, Ben looks back at the year in insider buying and selling activity. From the long list of insiders active in 2023, Ben selects a shortlist of the best-performing execs and directors. These six insiders displayed well-timed and opportunistic behavior that should put them on the radar of i…
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