Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
Going to keep this post short today. I'm writing live from the Portfolio Accelerator event in New Orleans. Our friend Riley Rosebee is presenting as I'm typing and he is talking about stocks in companies The Jetson's would invest in.
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.
Large caps have been steadily outperforming in U.S. markets, even as growth stocks led the most recent leg lower.But in a market like this, flexibility is everything. We need to stay nimble and open-...
On had to be perfect going into earnings. Fast growth company and priced accordingly. On isn't cheap. It wasn't a month ago at $35 and wasn't when I bought it yesterday at $50.70. What On has transcends cheap. On has momentum, good management, and a...
As the weeks go by, the S&P 500 continues to slip in the global rankings.It’s becoming harder to ignore the strength emerging overseas. International markets are flashing compelling opportunities—...
