Veteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas.
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Morgan Spurlock, Jason Bateman, Will Arnett, and Ben Silverman, “Mansome”: Meet the Filmmaker
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Join Oscar-nominated documentary filmmaker Morgan Spurlock (The Greatest Movie Ever Sold and Super Size Me), actors Jason Bateman (Horrible Bosses), Will Arnett (Up All Night), and producer Ben Silverman for a discussion of Mansome, Spurlock’s new documentary on men’s grooming habits.
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Discover insiders to watch this year. Learn the data points and analyses that flagged their activities as worthy of investor attention: wild sentiment reversal, high-IQ cluster buying, & more. Plus, Ben answers a smart question from a listener: Do insiders only buy when they think the stock is undervalued, or do they sometimes buy to try to get the…
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E12. How to Get Edge With New Insider Activity Data
12:35
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New SEC disclosures are giving investors edge. This episode, Ben shares how sweeping changes to rule 10b5-1 have played out in the last year, giving investors more data, context, and insights related to corporate insider activity. Learn material nuances of the rule change, what it means, and hear three real-world examples, including opportunistic a…
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E11. Finding Hidden Investment Signals in Negative Data Points
12:27
12:27
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12:27
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), Pa…
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E10. 6 Things All Investors Should Know About Insider Selling
15:32
15:32
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15:32
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, …
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E9. 6 Corporate Insiders to Watch in 2024
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13:11
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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 investors wanting to generate ideas, manage risk, an…
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E8. What's a Modern Earnings Workflow? GenAI, Redlines, Search, & More
15:01
15:01
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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 genAI tools (including AI-generated transcript sum…
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E7. Top Investment Ideas of 2023 (So Far)
22:57
22:57
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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.By VerityData
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E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets
18:10
18:10
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Ben and guests dive into popular insider datasets — corporate buybacks, insider buying & selling, stock-based compensation — and share recent examples where multiple factors came together for a differentiated view. Plus, the errors of sell-side short research. Tickers mentioned: THC, MMS, IBP, CVGW, IMGN Edited, mixed, and scored by Calvin Marty.…
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E5. New Form 144 Data: The Good, the Bad, & the Opportunistic
21:12
21:12
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Ben and Senior Analyst Max Magee discuss benefits and drawbacks for investors who want to take advantage of recent changes to Form 144s. With the changes, investors are getting more data around insider intent to sell, but how should you include it in your mosaic? Edited, mixed, and scored by Calvin Marty.…
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E4. How Investors Can Take Advantage of New Company Buyback Data
20:32
20:32
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Ben and Senior Analyst Ali Ragih, CFA, discuss how investors can take advantage of the new buyback data that will become available once SEC's new buyback disclosure requirements come into effect. Ben dives into a recent example where one company capitalized on its 10b5-1 plan, sending valuation signals to any investors who were paying attention. Ed…
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E3. Equity Gifts, Stock Valuation Signals, & the Banking Meltdown
14:03
14:03
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Ben and Senior Analyst Ali Ragih talk about equity gifts by corporate insiders, why they are important transactions, and how to incorporate them into your analysis when screening for investment ideas. Plus, how banking insiders signaled with company stock purchases in the wake of the SVB Financial meltdown. Edited, mixed, and scored by Calvin Marty…
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E2. Interesting Insiders & New 10b5-1 Opportunities
27:15
27:15
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Ben is joined by Analyst & 10b5-1 Expert C. Max Magee to discuss Rule 10b5-1 — what it is, how it provides institutional investors with unique insights, and which of the SEC’s many changes you should pay attention to. Finally, Ben shares recent examples of corporate insider activity to highlight how the SEC may or may not actually curtail certain b…
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E1. Records, Buybacks, & the Curious Case of Coupa Software
25:38
25:38
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This month Ben talks about a truly strange insider trend that happened; discusses how investors can include company stock buybacks in fundamental analysis (with guest Ali Ragih, CFA), and covers the curious case of Coupa Software — where a huge payday for the CEO may have offered insight into an upcoming M&A deal. Edited, mixed, and scored by Calvi…
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Morgan Spurlock, Jason Bateman, Will Arnett, and Ben Silverman, “Mansome”: Meet the Filmmaker
36:34
36:34
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36:34
Join Oscar-nominated documentary filmmaker Morgan Spurlock (The Greatest Movie Ever Sold and Super Size Me), actors Jason Bateman (Horrible Bosses), Will Arnett (Up All Night), and producer Ben Silverman for a discussion of Mansome, Spurlock’s new documentary on men’s grooming habits.By Apple
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