๐ข Dataroma: Insider Buying Cluster Hits Goosehead Insurance After Post-Earnings Drop
โข Six insiders bought a combined $9.1M of GSHD (Goosehead Insurance) on Jul 28 as shares slid intraday from $61.87 to $57.75.
โข That's a small/mid-cap, non-AI financial name โ a contrast to BlackRock's continued overweight on AI-infrastructure mega-caps, and closer to Schroders' call for "careful stock selection" amid stretched large-cap AI valuations.
๐ก Why it matters: Concentrated insider conviction in a smaller non-AI name suggests some capital may be probing selective value opportunities even as major asset managers stay concentrated in AI-infrastructure leaders.
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