E6. Beyond Fundamentals: How Analysts Find Edge Across The Mosaic Of Insider Datasets Differentiated With Ben Silverman podcast

Differentiated With Ben Silverman

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Indhold leveret af Michael Reisenauer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Michael Reisenauer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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All About Change

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All About Change podcast artwork

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Jay Ruderman - How to Find Your Fight & Drive Social Change 32:17

for 16 dage siden32:17

32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

Differentiated With Ben Silverman « »
E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets

for 2 år siden 18:10

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MP3•Episode hjem

Indhold leveret af Michael Reisenauer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Michael Reisenauer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

… continue reading

16 episoder

#Trading #Business News #Business #News #Michael Reisenauer #Investing #Insider Trading #Data #Analytics

Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets

Differentiated With Ben Silverman

published for 2 år siden

Del

MP3•Episode hjem

Indhold leveret af Michael Reisenauer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Michael Reisenauer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

… continue reading

16 episoder

#Trading #Business News #Business #News #Michael Reisenauer #Investing #Insider Trading #Data #Analytics

Alle episoder

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

1
E16. Getting Good Investment Intel in a World of Uncertainty: How to Use Insider Activity, Buybacks, & More 24:42

for 18 dage siden24:42

24:42

Inflation, tariffs, recession fears, and major policy shifts. Today’s market is clouded with uncertainty. But when good information is hard to come by, insider moves can provide clarity. Join Ben Silverman and Verity Senior Analyst Max Magee as they uncover how insider buying, selling, corporate buybacks, and executive compensation can help guide investors through volatile times. Tickers discussed: ORCL, JBHT, MPC, BAH In this episode, Ben and Max explore: Oracle’s unexpected insider purchase amid speculation of a TikTok deal and historical ties to government contracts. JB Hunt’s logistics executive placing a substantial $10 million bet despite tariff uncertainties. Marathon Petroleum’s insider action signaling optimism amid energy sector turbulence. Defense contractors like Booz Allen strategically responding to market headlines through insider buying. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E15. 4 Post-Election Insider Signals You May Have Missed 11:38

for 17 weeks siden11:38

11:38

The markets rallied after the 2024 election. CEOs made optimistic public statements. But behind the scenes, corporate insiders were selling at record rates. Why sell when stocks are soaring? What did these insiders see that others missed? And why such aggressive selling from companies poised to benefit from new policies? Join us for a close look at one of the market's most reliable signals: what insiders do with their own money. Ben breaks down four telling examples: Griffin Corp's CEO started with 80,000 shares at $70. Then he unloaded 300,000 more as the stock topped $78. GM's Cruise president waited until shares hit $55 - a three-year high - then sold. CoreCivic saw eleven insiders sell. Even a longtime buyer switched to selling. Wolverine Worldwide's HR chief broke her trading pattern just as policy impacts loomed. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E14. How Investors Outsmart Corporate Buybacks 37:49

for 29 weeks siden37:49

37:49

How Investors Outsmart Corporate Buybacks Buybacks are bigger than ever. How can investors outsmart the pitfalls of corporate buybacks and find edge? In this episode of Differentiated , host Ben Silverman dives deep into the nuances of corporate share buybacks with guest Michael Seigne from Candor Partners — whose insights have been featured in the Wall Street Journal, Financial Times, and more. Listen for essential insights into the execution of buybacks and the potential pitfalls that can arise, particularly around hidden costs, inefficiencies, and misaligned incentives. Through real-world examples, like those at General Motors, Microsoft, Apple, and more, discover the importance of smart, nuanced buyback strategies. Tickers Discussed: GM, F, MSFT, AAPL, ASML, RTX Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E13. Top Insider Moves of 2024 (So Far) 15:29

for 37 weeks siden15:29

15:29

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 stock moving? Tickers discussed : THR, SWKS, PLAY, APPN, LEVI Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E12. How to Get Edge With New Insider Activity Data 12:35

for 45 weeks siden12:35

12:35

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 activity from JPMorgan Chase (JPM) CEO Jaime Dimon, Rivian (RIVN) Founder RJ Scaringe, and Shockwave Medical (SWAV) CEO Doug Godshall. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E11. Finding Hidden Investment Signals in Negative Data Points 12:27

for 1 year siden12:27

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), PayPal (PYPL), and Skechers (SKX). Finally, Ben opens the mailbag and shares a recent question he got from a client regarding the opportunistic timing of one executive’s resignation announcement. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E10. 6 Things All Investors Should Know About Insider Selling 15:32

for 1 year siden15:32

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, PlanetLabs (PL) CEO Ashley Johnson, Netflix (NFLX) CEO Spencer Newman, Build-a-Bear Workshop (BBW) CEO Sharon John, Former General Electric (GE) CEO Jeffrey Immelt, and more. Plus, Ben answers a great question he got recently from a VerityData hedge fund client: “If an insider targets a specific price, is that always bad?“ Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E9. 6 Corporate Insiders to Watch in 2024 13:11

for 1 year siden13:11

13:11

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, and have more edge in 2024. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E8. What's a Modern Earnings Workflow? GenAI, Redlines, Search, & More 15:01

for 1 year siden15:01

15:01

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 summaries) designed to help analysts stay on top of it all. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E7. Top Investment Ideas of 2023 (So Far) 22:57

for 2 years siden22:57

22:57

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 .

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets 18:10

for 2 years siden18:10

18:10

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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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E5. New Form 144 Data: The Good, the Bad, & the Opportunistic 21:12

for 2 years siden21:12

21:12

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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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E4. How Investors Can Take Advantage of New Company Buyback Data 20:32

for 2 years siden20:32

20:32

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. Edited, mixed, and scored by Calvin Marty .…

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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E3. Equity Gifts, Stock Valuation Signals, & the Banking Meltdown 14:03

for 2 years siden14:03

14:03

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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Differentiated With Ben Silverman

Differentiated With Ben Silverman podcast artwork

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E2. Interesting Insiders & New 10b5-1 Opportunities 27:15

for 2 years siden27:15

27:15

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 behaviors. Edited, mixed, and scored by Calvin Marty .…

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