Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week, there’s a mix of biotech, asset management, industrials, and political filings making headlines.
Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).
Insightful deep dive with someone who went from special ed classes to a law degree to starting his own fund.
Quick note: I’m dispensing with the usual Weekly Wrap to bring you my recent interview with George Baxter of Sabrepoint Capital. If you’re a regular reader, he’s the short-seller who believes Turning Point Brands is the single best long...
