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We know that smart investors buy low and sell high. And as a group, corporate insiders are among the smartest. So why then are some insiders selling near 52-week lows? Shouldn't an insider buy his or her own shares as valuation gets more attractive. At the very least, how about some token buying to help...
We can assume that the 50 best performing hedge funds over the last few years have been doing something right. The managers of the top 50 funds exploited an edge the other 930 hedge funds in WhaleWisdom universe didn't have. No doubt there is a random element to fund performance, but the 50 best...
Two Waitr Holdings (WTRH) insiders combined for a $1.07 million buy of the food delivery company's shares on Monday. The Waitr insiders' purchases came after a March 20, 2019 report by short research firm "The Friendly Bear" ravaged WTRH stock. The report was entitled: "Beware Waitr Holdings: A Public Market Dine & Dash."...
The top Q1 2019 hedge fund was S Squared Tech, beating the other 979 hedge funds in the WhaleWisdom.com universe. S Squared's 19.8% return is based on 13F filings. For comparison, the S&P 500's total return was 3.2%. Below are the top five hedge funds for Q1 2019. Hedge fund...
Billionaire John Malone's insider buying may be rare, but when he does make a purchase, it pays to join him. On May 15, Malone along with two other Qurate Retail Inc. (QRTEA) insiders, bought over $14 million of the retailing and media stock at an average price of $12.48. The Qurate insider buying came...
For investment manager Pat Dorsey, moats are the key to value investing. The head of Dorsey Asset Management, LLC has used his understanding of competitive advantages -- otherwise known as business or economic moats -- to compile an impressive track record. Chicago-based Dorsey Asset Management was founded by Pat Dorsey in 2013 and had...
Dr. Michael Burry's Scion Asset Management disclosed its first quarter 2019 holdings, and in a surprise, China online retailer JD.com (JD) was the hedge fund's top position. Altaba Inc. (AABA), owner of 15% of China e-commerce giant Alibaba (BABA),was Scion's #2 position. Burry, featured in the book and movie The Big Short, is renowned...
A MGM insider just placed a $20 million bet that MGM shares are heading higher. This despite investor worries that the casino operator could be in the crosshairs as China retaliates against U.S. tariffs. On May 10, Paul J. Salem filed a Form 4 disclosing the purchase of 800,000 shares of...
Its 13F filings season again -- when hedge fund managers show their hands. Forty-five days after the end of every quarter, every U.S. institutional investor with assets over $100 million is required to report its holdings to the SEC via 13F filings. Last quarter over 5000 13Fs were filed. For an investor seeking investment...
On May 6, Arconic Inc.'s (ARNC) insiders disclosed the purchase of $1.6 million of stock as the aluminum-parts maker announced additional share buybacks and clarified plans for a spinoff. Chairman and CEO John Plant bought 50,000 shares of ARNC at $22.14. Since March 5, Plant has been on a buying spree, purchasing over...