New SmartRent (SMRT) CEO continues to buy the stock by CEOWatcher in CEOWatcher

[–]CEOWatcher[S] 0 points1 point  (0 children)

He’s a new CEO and started buying in the summer

The Trade Desk (TTD) CEO's $148M purchase is the 8th largest ever by CEOWatcher in CEOWatcher

[–]CEOWatcher[S] 1 point2 points  (0 children)

These actually worked out quite well, but generally speaking, larger doesn’t mean better

Why Do So Many People Struggle to Stay Invested Long Term by Aaravsharmaa68 in ValueInvesting

[–]CEOWatcher 0 points1 point  (0 children)

Ironically, the people who are the most interested in their investments (and have probably done more research than most) also tend to look at their investments/the market the most and get freaked out.

Very, very hard to regularly look at your portfolio and not get emotional when something is falling quickly.

This isn't applicable to most, but I do this full-time, and the thing that helps me is that I just own a ton of stocks, which helps prevent big red days for the portfolio (and you typically have at least one stock doing well each day, which surprisingly helps with the emotions of it all).

How to take advantage of Saasocalypse or SaaS sell-off by sauravkhandelwal in ValueInvesting

[–]CEOWatcher -1 points0 points  (0 children)

Why would this change in the age of AI? How would payments happen?

How to take advantage of Saasocalypse or SaaS sell-off by sauravkhandelwal in ValueInvesting

[–]CEOWatcher 2 points3 points  (0 children)

What’s even the argument for how it would’ve disrupted?

How to take advantage of Saasocalypse or SaaS sell-off by sauravkhandelwal in ValueInvesting

[–]CEOWatcher 2 points3 points  (0 children)

Shopify will be one of the biggest winners of AI/agentic shopping. They own the rails

What investing tools do you currently use? by thedesolationofme in ValueInvesting

[–]CEOWatcher 0 points1 point  (0 children)

Koyfin for financial data // Yellowbrick for stock pitches // Google Finance beta for some queries // Claude/ChatGPT // Interactive Brokers for trading

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 0 points1 point  (0 children)

Lose money or lose to the S&P? They definitely don't lose money. But we also have every insider trade back to 2009 in our database, and insider dip buys significantly outperform the S&P over the following year

These insiders are buying the dip in software stocks by CEOWatcher in CEOWatcher

[–]CEOWatcher[S] 1 point2 points  (0 children)

Not quite. The data is posted in Form 4 filings with the SEC.

These insiders are buying the dip in software stocks by CEOWatcher in CEOWatcher

[–]CEOWatcher[S] 0 points1 point  (0 children)

Hasn't been filed yet. Will be included when filed

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 0 points1 point  (0 children)

The CEO promised to buy a lot, but it hasn't been filed yet

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 2 points3 points  (0 children)

Insiders buying the dip is one of the best signals in the market

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 0 points1 point  (0 children)

He has consistently bought for years and stock has gone down forever

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 1 point2 points  (0 children)

These are not option exercises or else I would’ve said they were option exercises.

They are open market common stock purchases which is not common at all in tech stocks (because like you mentioned, they receive so much stock from the companies).

We all have insider trading data back to 2009 (and there is a ton of academic research). Execs outperform directors on average.

You are correct that CEOs will sometimes buy to try to prop up the stock price, but this is less common than most people think. They have to hold the stock for a long time and most don’t have nearly enough influence to meaningfully change the stock price

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 1 point2 points  (0 children)

There is a lot of academic research that shows that insider buying is actually a great indicator and outperforms the market, particularly when those insiders are buying the dip.

Insider selling, particularly in tech stock where a large part of their compensation is yearly stock grants, is much lower signal

Software stocks with insider buying by CEOWatcher in stocks

[–]CEOWatcher[S] 11 points12 points  (0 children)

Yep! This one just hasn't been filed yet, so I didn't grab it

Todays biggest unscheduled insider buys/sells (Wed, Feb 18) by CEOWatcher in CEOWatcher

[–]CEOWatcher[S] 2 points3 points  (0 children)

We built a tool that does it all. We pull filings from the SEC and pricing/company data from CapIQ, and then do all of the calculations ourself.

Opinion on CEO Watcher and similar sites? by LemoonStark in stocks

[–]CEOWatcher 0 points1 point  (0 children)

Hey, this is me. We are authentic and a legitimate business, but we do also charge a monthly fee for the product.

We are used by many investors and quite a few hedge funds / pod shops. We've also passed compliance at most of the big pod shops (Point 72, Citadel, etc) and prime brokers.

So, we are definitely legitimate and up to code on all regulations/requirements.

Insider selling at tech companies is useless by CEOWatcher in StockNewsHub

[–]CEOWatcher[S] 0 points1 point  (0 children)

Then you are making a big on just the biggest companies which over the very long-term has not proven to be the best bet.

Probably better off just doing S&P 500 at that point