8 episodes

Veteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas.

Differentiated With Ben Silverman VerityData

    • Business
    • 5.0 • 3 Ratings

Veteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas.

    E8. What's a Modern Earnings Workflow? GenAI, Redlines, Search, & More

    E8. What's a Modern Earnings Workflow? GenAI, Redlines, Search, & More

    What does a modern earnings workflow look like? This month, Ben and guests discuss the challenge of absorbing torrential amounts of information during earnings — from the press release to the 10-K/Q disclosure to the call transcript. Plus, go behind the scenes with the VerityData analyst developing genAI tools (including AI-generated transcript summaries) designed to help analysts stay on top of it all.
    Edited, mixed, and scored by Calvin Marty.

    • 15 min
    E7. Top Investment Ideas of 2023 (So Far)

    E7. Top Investment Ideas of 2023 (So Far)

    Ben and guests look back at a handful of this year's winning investment ideas and analyze intriguing ideas from the recent past. Plus, what does it mean when insiders at a company suddenly stop selling stock? Listen for the signals.
    Edited, mixed, and scored by Calvin Marty.

    • 22 min
    E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets

    E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets

    Ben and guests dive into popular insider datasets — corporate buybacks, insider buying & selling, stock-based compensation — and share recent examples where multiple factors came together for a differentiated view. Plus, the errors of sell-side short research. Tickers mentioned: THC, MMS, IBP, CVGW, IMGN
    Edited, mixed, and scored by Calvin Marty.

    • 18 min
    E5. New Form 144 Data: The Good, the Bad, & the Opportunistic

    E5. New Form 144 Data: The Good, the Bad, & the Opportunistic

    Ben and Senior Analyst Max Magee discuss benefits and drawbacks for investors who want to take advantage of recent changes to Form 144s. With the changes, investors are getting more data around insider intent to sell, but how should you include it in your mosaic?
    Edited, mixed, and scored by Calvin Marty.

    • 21 min
    E4. How Investors Can Take Advantage of New Company Buyback Data

    E4. How Investors Can Take Advantage of New Company Buyback Data

    Ben and Senior Analyst Ali Ragih, CFA, discuss how investors can take advantage of the new buyback data that will become available once SEC's new buyback disclosure requirements come into effect. Ben dives into a recent example where one company capitalized on its 10b5-1 plan, sending valuation signals to any investors who were paying attention.
    Edited, mixed, and scored by Calvin Marty.

    • 20 min
    E3. Equity Gifts, Stock Valuation Signals, & the Banking Meltdown

    E3. Equity Gifts, Stock Valuation Signals, & the Banking Meltdown

    Ben and Senior Analyst Ali Ragih talk about equity gifts by corporate insiders, why they are important transactions, and how to incorporate them into your analysis when screening for investment ideas. Plus, how banking insiders signaled with company stock purchases in the wake of the SVB Financial meltdown.
    Edited, mixed, and scored by Calvin Marty.

    • 14 min

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