Tuesday, October 13, 2026

Back to today

From X

@AsifSuria 1 click

Asif Suria on X

As I was working through the insider transactions filed last week for our Insider Weekends article that we have published every Sunday for the last 16 years, these four buys from last Friday stood out to me: 💻 1. A rare insider purchase by Intel's CEO Lip Bu Tan, where he bought $10 million worth of stock after the recent pullback at an average price of $95.00. $INTC The last purchase before that was by the CFO David Zinsner who bought shares in January at an attractive price of $42.50 per share. Former CEO @PGelsinger did even better with his purchases in 2023 and 2024, the last of which were at an average price of $22.53. He is up 365% on that purchase. Lip Bu Tan previously purchased $2.5 million worth of Intel stock in November 2023 when he was the CEO of Cadence $CDNS and was an Intel board member. 🚗 2. A purchase by the Chief Accounting Officer of Valvoline $VVV at an average price of $33.20. While the size of the purchase was not large at about $50K, you don't frequently see purchases by Chief Accounting Officers. @ChrisPavese mentioned that Valvoline was a top contributor to the Broyhill Asset Management portfolio in Q1 2026. ☕️ 3. A purchase by a director of the coffee chain Dutch Bros $BROS where he picked up 2,000 shares at an average price of $51.56. He also purchased shares in May of this year at a slightly lower price. 🧑‍🎓 4. A purchase by a director of Universal Technical Institute $UTI at an average price of $25.94 after a massive drop in the stock last week. Competitor Lincoln Education Services $LINC was also down sharply and I remember liking the thesis for the business after attending a presentation at an investor conference a couple of years ago. Unfortunately I didn't act and buy stock right away. Lincoln is up over 50% over the last year and is up 365% over the last five years despite this recent pullback.

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

BW · short

Babcock & Wilcox

Babcock & Wilcox is priced for AI power demand despite a one-time related-party project, with FY2028 EBITDA 35% below consensus implying…

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

Is The Bond Market Running On Empty?

U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).

Publications we follow

Every publication on this site, hand-picked.

129 publications

Newsletters 107

X accounts we follow

Every account on this site, hand-picked.

88 accounts

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.