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Investors who can source conflict, mixed messages, or negative data points in their research process are at an advantage. In this episode, Ben shares a few hidden signals — revealed in insider selling activity, buyback programs, and earnings call sentiment — that can fuel short ideas. Examples include Snowflake (SNOW), Palo Alto Networks (PANW), PayPal (PYPL), and Skechers (SKX). Finally, Ben opens the mailbag and shares a recent question he got from a client regarding the opportunistic timing of one executive’s resignation announcement.
Edited, mixed, and scored by Calvin Marty.
By VerityData5
55 ratings
Investors who can source conflict, mixed messages, or negative data points in their research process are at an advantage. In this episode, Ben shares a few hidden signals — revealed in insider selling activity, buyback programs, and earnings call sentiment — that can fuel short ideas. Examples include Snowflake (SNOW), Palo Alto Networks (PANW), PayPal (PYPL), and Skechers (SKX). Finally, Ben opens the mailbag and shares a recent question he got from a client regarding the opportunistic timing of one executive’s resignation announcement.
Edited, mixed, and scored by Calvin Marty.