Differentiated With Ben Silverman VerityData

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.

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.

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.

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.

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.

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.