This is the video recording of our July 27, 2022, Inside Scoop Weekly Strategy Session.
Elliott Eyeballs PYPL in Addition to PINS
Elliott Management, one of the largest and longest-tenured activist funds on Wall Street, is back on our list with its second big splash in two weeks.
Earlier this month, Elliott Management became the largest shareholder in Pinterest $PINS with a roughly 9% stake.
Options Flow Is Bullish for SNAP, ELAN
The largest insider transaction on today’s list is a Form 4 filing by Director Lorence H. Kim, who reported a purchase of roughly $1 million in Revolution Medicines $RVMD.
[Premium] Trade Of The Week
We have a new sector that’s making a new all-time high! Nifty FMCG is successfully putting in higher highs and higher lows. And today we’re here to discuss a long idea from FMCG.
Under the Hood (07-25-2022)
From the desk of Steve Strazza @Sstrazza.
Welcome to the latest edition of Under the Hood, where we’ll cover all the action for the week ended July 22, 2022. We publish this report bi-weekly and rotate it 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.
Watch this video 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.
Follow the Flow (07-25-2022)
From the desk of Steve Strazza @sstrazza
This is one of our favorite bottom-up scans: Follow the Flow.
In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish, but NOT both.
We utilize options experts, both internally and through our partnership with The TradeXchange. Then, we dig through the level 2 details and do all the work upfront for our clients.
Our goal is to isolate only those options market splashes that represent levered and high-conviction, directional bets.
We also weed out hedging activity and ensure there are no offsetting trades that either neutralize or cap the risk on these unusual options trades.
What remains is a list of stocks that large financial institutions are putting big money behind.
And they’re doing so for one reason only: because they think the stock is about to move in their direction and make them a pretty penny.
Then we flip through our list of stocks flashing unusual activity and pick the best setups using many of the same technical filters we do for our other scans.
And, just like that, we’ll follow the money flow and fatten our own pockets along with some of the world’s most powerful financial institutions.
Insider Data Shifts From Bullish to Bearish
We’ve seen very little insider activity the past few weeks and today is no different, as we have just a single Form 4 on our Hot List.
This lack of interest is reflected in the ratio of insider sells to insider buys, which just hit its highest level since early 2021.
Chart of the Day: This is it!
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