E18. The Insider Signal Many Investors Overlook: Cessations of Selling
Description
The old rule — "selling bad, buying good" — misses a lot today. Insider behavior now includes plan-driven sales, comp mechanics, shifting blackout policies, and more. For example, one insider signal isn't a buy or a sell at all, but a pause in selling.
Key questions that emerge:
· How do you find positive signals at companies where insiders never buy stock?
· What does it mean when executives who sell millions regularly suddenly stop?
In this episode, Ben Silverman and Senior Analyst Max Magee examine the "cessation selling" phenomenon through 3 key examples:
· Microsoft: First pause in insider selling since 2004 — stock up 40% since the signal.
· Expedia: Five-year selling streak ends at $150/share — stock rebounds to $225.
· Tableau Software: Co-founders cancel $35-50 million sale plans — company acquired months later at premium.
Edited, mixed, and scored by Calvin Marty.
United States
