DiscoverDifferentiated With Ben SilvermanE11. Finding Hidden Investment Signals in Negative Data Points
E11. Finding Hidden Investment Signals in Negative Data Points

E11. Finding Hidden Investment Signals in Negative Data Points

Update: 2024-04-01
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Description

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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E11. Finding Hidden Investment Signals in Negative Data Points

E11. Finding Hidden Investment Signals in Negative Data Points

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