Hedge Funds Insights

🐢 Dataroma: Insider Buying Cluster Builds in Aptiv Near 52-Week Low

Insiders logged 6 open-market buys totaling $8.25M in Aptiv (APTV) over the past three months, including a $5M purchase, while... קרא עוד ←

🤝 Blockworks: Inside Fluent's Data Dashboard — How a Consumer Chain Turns T-Bill Yield Into BLEND Buybacks

Fluent, a four-month-old consumer-crypto chain, earns almost all its revenue from its USDnr... קרא עוד ←

💻 Tom Tunguz: Birds Don't Fly Like Planes — Why Local AI Models Win on Time-to-Answer, Not Tokens/Sec

Benchmarking DeepSeek V4 against two local Ollama models on 25 VC tasks, Tunguz finds token... קרא עוד ←

🐢 Dataroma: Berkshire Ends 14-Quarter Selling Streak With $36.6B Alphabet Bet

Berkshire Hathaway turned net buyer of $19.8B in Q2, ending a 14-quarter selling streak, anchored by a fresh $36.6B... קרא עוד ←

🤝 Why 85% of the Fortune 500 Already Runs Ollama: Theory's Investment in Their Series B

• Theory Ventures is leading Ollama's $65M Series B, backing the open-source local-LLM platform built by... קרא עוד ←

🚌 Keyrock: Chip Earnings — Not Cooling Inflation — Just Set an S&P 500 Record. Bitcoin Didn't Get the Memo

July CPI eased to 3.4% and producer prices came in flat, but the S&P 500's record close was... קרא עוד ←

🐢 Dataroma: $121M Insider Buying Cluster in Liberty Latin America Tracks EM Rotation Call

Insiders at Liberty Latin America (LILA) have bought $121M across 13 separate purchases over the past three... קרא עוד ←

📚 Treasury's Q3 FY2026 TBAC Report: Primary Dealers See $2 Trillion Deficits Through 2028, No Change to Auction Sizes

Treasury's August 2026 refunding presentation to the TBAC pegs privately-held... קרא עוד ←

🗺 Bessemer: India's $264B IT Services Industry Is Losing the AI Race — to OpenAI and Anthropic Themselves

Bessemer's follow-up to its October 2025 roadmap finds India's IT services disruption moving... קרא עוד ←

🐢 Dataroma: Liberty Latin America Insiders Pour $121M Into Stock as EM Value Gap Widens

Insiders at Liberty Latin America have bought over $121M in stock across 13 filings in the past three months —... קרא עוד ←