2nd Quarter 2017 Partner Letter
This content is password protected. To view it please enter your password below: Password:
If I am not for myself who is for me?
The Fund has returned 33.02% net of fees over the last twelve months ending June 30, 2017 versus the S&P 500 return of 17.90%. When you beat your benchmark by 84% you should crow about it for a…
Back from vacation? Insiders are still on theirs.
Earnings season is normally a quite time as most insiders are blacked out from buying or selling their securities 30 days before the quarter ends. As you can see from this chart created by the…
$LULU Lululemon’s Large Insider Buy Poses Questions - Barron's
Lululemon Athletica’s new co-chairman’s stock purchase was so earthshaking it could be felt even through the thickest of yoga mats.Glenn Murphy, who was named to the post in April, bought a whopping…
Nasdaq stocks including Apple, Microsoft, Amazon see prices changed to $123.47
I have often said the probability of the next crash lies greatest with computer glitches that cause investors to lose confidence in the pricing system, either by design by cyber-terrorists or…
Portfolio holdings 6-30-17
This content is password protected. To view it please enter your password below: Password:
Stock Picking Is Dying Because There Are No More Stocks to Pick - MoneyBeat - WSJ
Out of the 3600 or so publicly traded companies there are even less that have management buying a significant amount of their own stock. We estimate this universe at The Insiders Fund to be just…
Portfolio holdings 6-16-17
This content is password protected. To view it please enter your password below: Password:
Dorian LPG 10 point checklist $LPG
We analyzed Dorian LPG based on recent insider activity and depressed valuation for a buy-side opportunity. Our results are as follows with a buy signal of 4, relatively weak. It will be interesting…
Portfolio holdings 6-9-17
This content is password protected. To view it please enter your password below: Password: