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Differentiated With Ben SilvermanVeteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas.. Author: VerityData
Veteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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E18. The Insider Signal Many Investors Overlook: Cessations of Selling
Episode 18
Friday, 26 September, 2025
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.
