이 에피소드에 관해
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 selling from Meta Platforms (META) CEO Mark Zuckerberg, PlanetLabs (PL) CEO Ashley Johnson, Netflix (NFLX) CEO Spencer Newman, Build-a-Bear Workshop (BBW) CEO Sharon John, Former General Electric (GE) CEO Jeffrey Immelt, and more.
Plus, Ben answers a great question he got recently from a VerityData hedge fund client: “If an insider targets a specific price, is that always bad?“
Edited, mixed, and scored by Calvin Marty.
영어
미국
이 에피소드 내
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
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…
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…
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 incl…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 VerityData에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.