This is the video recording of the April 17, 2024, Hot Corner Insider Weekly Strategy Session.
Bay Pond Partners Takes a 5.01% Stake in RWT
From the Desk of Steve Strazza and Alfonso Depablos
The only insider transaction on today’s list comes in a 13D filing by the Wellington Management fund Bay Pond Partners.
The hedge fund revealed an initial active stake of 5.01% in Redwood Trust $RWT.
How to Adapt to Changing Markets
Multiple Insiders Report SAIC Purchases
From the Desk of Steve Strazza and Alfonso Depablos
The largest insider transaction on today’s list comes in multiple Form 4 filings by the CEO, the general counsel, and the executive vice president of operations of Science Applications International Corporation $SAIC.
Among them the three directors revealed combined purchases of $490,670 in SAIC shares.
Bond Crash Impacting A Portfolio Near You
Three Big Trades for 2024
Under the Hood (04-15-2024)
From the Desk of Steve Strazza @Sstrazza.
Welcome back to Under the Hood, where we’ll cover all the action for the two weeks ended April 12, 2024. This report is published bi-weekly, in rotation with The Minor Leaguers.
What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.
We use a variety of sources to generate the list of most popular names.
There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.
Click here for a behind-the-scenes look at our process.
Whether we’re measuring increasing interest based on large institutional purchases, unusual options activity, or simply our proprietary lists of trending tickers, there’s a lot of overlap.