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E18. The Insider Signal Many Investors Overlook: Cessations of Selling

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Manage episode 508594181 series 3445331
Content provided by Michael Reisenauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Reisenauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 508594181 series 3445331
Content provided by Michael Reisenauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Reisenauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

18 episodes

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