C-Suite Buys of the Week

When experienced bankers start buying a bank stock, I pay attention. When they buy enough stock to file a Schedule 13D, I pay even closer attention. That is exactly what just happened at Citizens Community Bancorp (NASDAQ:CZWI), the holding company for CCFBank, a Wisconsin-based community bank with...

Commercial real estate has spent the last three years serving as Wall Street’s favorite horror movie. Every week seems to bring a new headline about empty office buildings, maturing loans, distressed refinancing, regional bank exposure, or the imminent collapse of the entire property market....

The market remains obsessed with headlines, politics, tariffs, inflation scares, wars, and whatever fresh catastrophe the internet's instant experts decide will end capitalism this week. Meanwhile, some of the smartest and best-informed people in corporate America are quietly reaching into their...

Hong Kong has produced more than its share of flashy hedge funds over the years. Most of them arrive with a slick deck, a macro forecast built on ten impossible assumptions, and a marketing team that talks about "paradigm shifts" and "transformational disruption" while levering up into the latest...

Insider buying matters in every industry, but it carries a special weight in biotechnology. In most businesses, management has a reasonably clear view of sales trends, margins, customer demand, and capital needs. In biotech, the future often turns on variables that are far harder for outsiders to...

There is a reason seasoned investors stop what they are doing when insiders start writing checks in the open market — especially when the world looks unstable. Periods of geopolitical stress tend to create exactly the kind of market environment where insider buying becomes most meaningful....

Wall Street loves a good story. The CEO goes on television, delivers a polished narrative about growth, innovation, and long-term opportunity, and the crowd nods along like it has just discovered something profound. The stock moves for a while, then reality shows up, and the same crowd moves on to...

The nattering nincompoops of the internet are once again predicting financial Armageddon. That is the standard script whenever geopolitics takes center stage. History — and more importantly, the data — suggests something far more useful for investors focused on returns rather than headlines. A...

The smart money leaves clues. You just have to know where to look — and care enough to look before everyone else is told what to think about it. One of the more interesting breadcrumbs showed up quietly this week. Greenhaven Associates filed its latest 13F well ahead of the deadline. That is not an...

There is a certain type of investor that rarely makes headlines. They are not on television.They are not launching proxy fights.They are not writing aggressive letters to management. They simply build a meaningful position — and then start asking questions. If you are paying attention, those are...

Every cycle has its cast of characters. Right now, the airwaves are full of freshly minted private credit experts and the usual parade of strategists who were wildly bullish at the top and are now rediscovering that risk exists. According to this crowd, private credit is either about to implode or...

There are moments in the market when everything feels uncertain. You turn on the news and it's all war, oil, inflation, and risk. This past week has been one of those moments. The escalation in Iran has unsettled investors, pushed energy prices higher, and reminded everyone how quickly the...

Every now and then a hedge fund manager appears who reminds us that despite all the noise, algorithms, and Wall Street theatrics, investing is still a thinking business. Ben Gordon is one of those managers. Gordon is the founder and managing partner of Blue Grotto Capital, a relatively low-profile...

We knew the risks were there. For months I have said the two biggest threats to this market were bad policy and a shooting war in the Middle East. Now we have both. The Strait of Hormuz is effectively closed. Roughly twenty percent of the world's oil and LNG flows through that narrow passage....

Insider buying has long been one of the more quietly powerful signals in equity markets. On its own, it offers insight into management conviction. Combined with elevated dividend yields, it can become an especially compelling hunting ground for income-focused investors searching for mispriced...