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The Insiders Fund Not So Daily Podcast
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The Insiders Fund Not So Daily Podcast

Author: Harvey Sax

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The Insiders Fund podcast delivers expert analysis of Form 4 filings, insider clusters, and executive transaction patterns that conventional market analysis overlooks. Insider transactions represent the most powerful yet misunderstood indicator in today's markets. Join Harvey Sax, Portfolio Manager of The Insiders Fund and Manager of Alpha Wealth Funds, alongside investment advisor Jayden Thomas as they decode insider trading signals that could transform your investment portfolio. Harvey brings decades of insider transaction expertise to each episode. As a technology pioneer who launched one of the first internet companies in 1994, Harvey's 360-degree perspective integrates his background in sales, investment banking, and portfolio management. His personal investment journal—shared with listeners—reveals practical application of insider trading intelligence across market conditions. Jayden Thomas delivers complementary insights as an investment advisor specializing in financial planning and portfolio management for individual and institutional investors. Together they form a sophisticated analytical team focused on insider activity interpretation. Each episode delivers analysis of recent Form 4 filings across market sectors, interpretation of insider buying patterns among executives, integration of fundamental analysis with transaction data, evaluation of insider-driven market sentiment, and identification of investment opportunities before they manifest in price action. Unlike financial media that merely reports market movements, this podcast reveals the strategic motives driving insider transactions. The hosts analyze insider clusters, transaction timing, executive positions, and volume patterns to separate meaningful signals from market noise. This approach delivers actionable intelligence for investors seeking market-beating returns. This podcast serves emerging investors building portfolios and seasoned participants optimizing strategies. By demystifying insider transaction dynamics, listeners gain advantages typically reserved for institutional investors. The frameworks presented identify catalysts, validate investment theses, and recognize warning signs before they appear in technical indicators. Understanding why executives buy or sell company stock provides intelligence impossible to glean from financial statements or analyst reports. The methodology evaluates transaction size relative to insider holdings, timing patterns around corporate events, cluster buying behavior among multiple insiders, historical transaction patterns, and sector-specific insider behavior during market transitions. Visit theinsidersfund.com for additional resources and insider trading insights. This podcast is solely for educational purposes. IT IS NOT INVESTMENT ADVICE. Think of it as part of Harvey's investment journal shared with DIY investors. The Insiders Fund may be long, short, or have no position in stocks mentioned and has no obligation to disclose positions. The podcast is not affiliated with companies mentioned. Information is based on publicly available Form 4 filings and should not be considered investment advice. Insiders sell stock for many reasons but generally buy to make money. Officers, directors, and 10% owners must file Form 4 disclosures within 48 hours. This information is available from SEC's Edgar database, though we use SECForm4 for analysis. While insider buying often signals confidence, insiders can be wrong about company prospects. We analyze selling differently since management receives compensation in stock. We focus on unusual patterns: insiders selling 25% of holdings, multiple insiders selling near 52-week lows, and suspicious Rule 10b5-1 planned sales. Following insider transactions carries risk. Conduct your own analysis before making investment decisions.

7 Episodes
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The week after the long Labor Day weekend is always worrisome. The hedge funds and titans of Wall Street have had plenty of time to convince themselves that the market is overvalued and plenty of time to collude at their Hampton retreats. Harvey Sax looks into insider buyer data from the last week of August with co-host Jayden Thomas from Alpha Wealth Funds and his personal assistant Dmitry Pokhilko. Together, they dissect the buy-outs of Dominion Energy and Reynolds Consumer Products. They also explore the long list of screw-ups by Western Union and the current state of the technology trade.Love the show? Subscribe, rate, review, & share! https://www.theinsidersfund.com/
Ever wonder what moves the markets beyond the headlines? This week, we dive deep into the world of insider trading. Join our regular co-host Jayden Thomas from Alpha Wealth Funds, and our new guest, Berkeley economics graduate and personal assistant, Dmitry Pokhilko, as we unravel the strategic moves of corporate insiders. From unexpected buys in beaten-down sectors like Avantor, to the massive convictions behind energy giants like Energy Transfer, we explore why these key players are putting their money where their mouth is. Plus, hear our take on familiar brands like Under Armour and Turtle Beach, and what their recent insider activity could mean for their future. Get ready to uncover the hidden signals that could be shaping tomorrow's market.Love the show? Subscribe, rate, review, & share! https://www.theinsidersfund.com/
What drives smart money moves in the stock market? Join Harvey Sax and Jayden Thomas as they break down recent insider stock buys, including surprising action in MSCI, Progress Software, and Simply Good Foods. Discover why some well-performing stocks still saw sell-offs, the surprising impact of analyst downgrades, and the hurdles of growth-by-acquisition. They also dive into the future of transportation, from the rise of EVs and Tesla's wild autonomous driving progress to the long-term outlook for oil and gas. Plus, they revisit past winners like TopGolf Callaway Brands and Post Holdings, and share their thoughts on market trends, the evolving role of AI tools in investing, and where the stock market stands today.
Ready to uncover the market's hidden gems? Join us on The Insiders Fund as we dive into the most notable insider buys of the last two weeks! This week, Harvey Sax and Jayden Thomas reveal whether company insiders truly know their businesses best. From a surprising 29% surge in Topgolf Callaway Brands to the perplexing stability of AppFolio, we'll analyze the hits and misses. Why is a $20 million insider buy in Post Holdings so compelling? And what's really driving the recent activity in WNS Holdings? We're breaking down these moves and more, exploring everything from housing market woes to geopolitical impacts on oil stocks. Plus, we'll ponder the fascinating—and potentially powerful—influence of retail investors on today's volatile market. Don't miss out on these insights and our quest to find undervalued companies with "realized value" before the market catches on!Love the show? Subscribe, rate, review, & share! https://www.theinsidersfund.com/
This week, Harvey Sax and Jayden Thomas dive deep into some truly remarkable insider buying activity—the most we've seen in a year! What does it mean when insiders are snapping up shares at this rate? Is it a bold statement against a tough market, or just a strategic move? Join Harvey and Jayden as they unpack massive purchases from giants like UnitedHealth, discuss the surprising moves at Palantir Technologies, and explore why executives at companies like Cummins and Builders FirstSource are putting their money where their mouth is. We'll also tackle the tricky world of insider definitions, the SEC's "short swing rule," and whether a firm's inclusion on a certain "list" is a badge of honor or a red flag. Get ready for an episode packed with insights into the minds of those who know their companies best, and discover if their recent moves could signal the next big opportunity.Love the show? Subscribe, rate, review, & share! https://www.theinsidersfund.com/
Want to know where the smart money is moving? This week, Harvey Sax and Jayden Thomas dive deep into the latest insider buying trends before the market catches on. Join us as we uncover some surprising moves from what we're calling a "Bargain Basement Week" – featuring a multi-million dollar buy in a "Blue Chip" company, the curious case of mixed signals in household brands, and even a look at why some insiders are pouring money into beaten-down sectors. Are you missing out on the next big opportunity? Tune in to find out!Love the show? Subscribe, rate, review, & share! https://www.theinsidersfund.com/
The market may be frozen, but insiders are quietly making moves—and we're here to decode what it all means. In this week’s episode, Harvey Sax and Jayden Thomas break the silence with a look at some eyebrow-raising insider buys, from Goldman Sachs and Delta Airlines to Sinclair and Healthpeak Properties. Why is a newly minted billionaire tossing spare change into Goldman stock? Are airlines a stealth buy despite travel slowdowns? And is the local media finally stabilizing? Plus so much more. Join us as we dig into the data, read between the trades, and try to find some warmth in this icy market.
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