The Supercycle is expanding, and now you have the playbook to capitalize on it in real time.
We kicked off this week’s Monday Money Moves video by zooming out, because if you don’t understand the environment, you have no business allocating capital within it.
What we’re seeing right now is exactly how these cycles are supposed to unfold...
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.
📌Phreesia $PHR — Pale Fire Capital SE purchased $10.46 Million via Form 4....
Stocks “should” be lower today. Equities just had one of the worst 1st quarters of the century, we’re in a war with no real end in sight, gas prices are up 40% in just over a month....
And it's being fueled by a strong fundamental tailwind.
There aren't any new S&P 500 earnings reactions to cover, so we want to tell you about one of our favorite earnings reactions from this quarter outside of the S&P 500.
LeMaitre Vascular $LMAT is a small-cap medical device company...
Every weekend, I dig into our insider filings tracker looking for the biggest conviction buys — and this week, the action was impossible to ignore, led by heavyweight moves in biotech and emerging markets.
