Veteran investment research analysts dive into insider data and demystify the signals that drive one-of-a-kind investment ideas.
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Conversations with cool humans doing cool things. Sometimes having an honest conversation is the bravest thing you can do.
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This podcast series is all about helping you develop marketing and sales strategies that standout from competitors, and in the eyes of your customersDr Simon Kelly, Dr Paul Johnston, and Stacey Danheiser the authors of: "Standout Marketing: How to Differentiate Your Organization in a Sea of Sameness" will talk about the first of five competencies marketing and sales leaders need to develop for Standout Marketing.They will also host discussions with collaborators and guests who are passionate ...
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In the podcast series at the Jean Monnet Centre of Excellence (JMCoE) at the University of Agder in Norway we delve into topics related to an increasingly differentiated Europe in a Post-Brexit world. In a coffee table-style discussion, we bring together leading academic researchers and practitioners to uncover topics for our listeners. The podcast episodes are aimed at an audience who has an interest in the dynamics of the European Union and wants to learn more about the inner workings of t ...
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E14. How Investors Outsmart Corporate Buybacks
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How Investors Outsmart Corporate Buybacks Buybacks are bigger than ever. How can investors outsmart the pitfalls of corporate buybacks and find edge? In this episode of Differentiated, host Ben Silverman dives deep into the nuances of corporate share buybacks with guest Michael Seigne from Candor Partners — whose insights have been featured in the …
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E13. Top Insider Moves of 2024 (So Far)
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Discover insiders to watch this year. Learn the data points and analyses that flagged their activities as worthy of investor attention: wild sentiment reversal, high-IQ cluster buying, & more. Plus, Ben answers a smart question from a listener: Do insiders only buy when they think the stock is undervalued, or do they sometimes buy to try to get the…
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E12. How to Get Edge With New Insider Activity Data
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New SEC disclosures are giving investors edge. This episode, Ben shares how sweeping changes to rule 10b5-1 have played out in the last year, giving investors more data, context, and insights related to corporate insider activity. Learn material nuances of the rule change, what it means, and hear three real-world examples, including opportunistic a…
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E11. Finding Hidden Investment Signals in Negative Data Points
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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), Pa…
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E10. 6 Things All Investors Should Know About Insider Selling
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How should investors interpret insider selling? There are a lot of data points: timing, size, past behavior, company culture, 10b5-1 context, and more. What’s signal? What’s noise? In this episode, Ben shares 6 truths about insider selling. He weaves in illustrative examples of recent insider selling from Meta Platforms (META) CEO Mark Zuckerberg, …
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The Magic of Color and Consciousness with Ruth Procaccia
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This is the casual conversation that gets deep real fast, just the way we like it! In this episode, I interview Ruthy Procaccia, an artist, color analyst, and image consultant. Ruthy shares her journey from sharing her illustrations on Instagram to becoming a sought-after image consultant. We discuss the importance of color in self-expression and h…
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E9. 6 Corporate Insiders to Watch in 2024
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This month, Ben looks back at the year in insider buying and selling activity. From the long list of insiders active in 2023, Ben selects a shortlist of the best-performing execs and directors. These six insiders displayed well-timed and opportunistic behavior that should put them on the radar of investors wanting to generate ideas, manage risk, an…
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E8. What's a Modern Earnings Workflow? GenAI, Redlines, Search, & More
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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 sum…
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E7. Top Investment Ideas of 2023 (So Far)
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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.Bởi VerityData
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E6. Beyond Fundamentals: How Analysts Find Edge Across the Mosaic of Insider Datasets
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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.…
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Evolving with Mimulo, not just a flower shop with Chani Frankel
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16 years of running Mimulo, a flower shop in Brooklyn, has taught Chani a thing or two. Listen, you won't regret it. Chani Frankel, floral designer and life coach, shares her journey of evolving into what is now (and may be gone tomorrow). She discusses the birth and growth of her business and the impact it has had on her personal life. We also tal…
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Emotional, but never crying over spilled milk with Gitti Leider
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Gitti would never cry over spilled milk because there are proprietary Shlichus techniques she generously shared on the podcast. Born a Rebbetzin, Gitti talks about her extraordinary upbringing that never struck her as being something noteworthy, it was just her life. And now she shares candidly about her experience and lessons she’s learned and con…
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E5. New Form 144 Data: The Good, the Bad, & the Opportunistic
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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.…
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Making Comfortable Fashion your Superpower - Candid Conversation with Nechama Yaffe and Rochi Katzman
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Fashion Queens in the House! In this episode, we discuss all things fashion trends and self-expression with Color Consultant and Analyst, Nechama Yaffe and Wardrobe Consultant, Rochi Katzman. What are some of our favorite trends now? What are ways we can find comfort and self-expression in the clothing that we wear? What are some looks you could ne…
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AI and the EU – Troubling Times Ahead or an Age of Opportunity?
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In this episode, we will discuss A.I. (Artificial Intelligence) and uncover the current developments and trends related to this encroaching phenomenon. Are we facing a future where we will all succumb to ChatGPT and our critical thinking will be replaced by sporadically clever algorithms, thus leading to an inevitable downfall for academia? Should …
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E4. How Investors Can Take Advantage of New Company Buyback Data
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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. Ed…
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If You See Something Say Something - Nope, think again - Part 2 with Dr Zvi Goldberg, DACM
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Excited to have Dr. Zvi Goldberg, DACM of Acu for Athletes back on the Podcast! In this episode, we talked about chronic pain and stress, why it's not always about trauma, how the nervous system works, how therapy isn't always the answer and finding safety in abusive situations, and why Zvi is so passionate about helping people. Dr. Zvi believes th…
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E3. Equity Gifts, Stock Valuation Signals, & the Banking Meltdown
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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…
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E2. Interesting Insiders & New 10b5-1 Opportunities
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Ben is joined by Analyst & 10b5-1 Expert C. Max Magee to discuss Rule 10b5-1 — what it is, how it provides institutional investors with unique insights, and which of the SEC’s many changes you should pay attention to. Finally, Ben shares recent examples of corporate insider activity to highlight how the SEC may or may not actually curtail certain b…
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Retraining Relearning Recalibrating with Dr Allison Patrice Gould, PT, DPT, OCS, CMP
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In this episode, I speak with Dr. Allison Patrice Gould, a Doctor of Physical Therapy who shares her personal and professional experiences with retraining, relearning, and recalibrating. Ally opens up about how her personal life is deeply connected to her professional life, and how she navigates the ups and downs of life. Ally shares how she deals …
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E1. Records, Buybacks, & the Curious Case of Coupa Software
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This month Ben talks about a truly strange insider trend that happened; discusses how investors can include company stock buybacks in fundamental analysis (with guest Ali Ragih, CFA), and covers the curious case of Coupa Software — where a huge payday for the CEO may have offered insight into an upcoming M&A deal. Edited, mixed, and scored by Calvi…
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Alnev - an Alias - An Invitation to the vulnerable expression of self
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Alnev is an artist, songwriter, performer, and king of hype. Ari warned me we'd get dark as so much of his music expresses emotions many are afraid to even articulate. Turns out the conversation was vivacious, funny, and full of life. "When you fall in love with your own expression, the freedom you seek will find you" is my current favorite Alnev q…
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A Hakhel Yid with Moishe Dov Chanin - Life Coach
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Life Coach Moishe Dov Chanin joined me this episode in what he called a jam where we talked about rewriting beliefs of the our identity and Hakhel in 2022 Hope you enjoy and I would love to hear what you think! Support the show Join me as we continue to connect, protect, love and differentiate. https://www.daretodifferentiate.com instagram.com/dare…
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The Chaos Between Two Worlds with Chaya Gurkov
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No holds barred with Chaya Gurkov - podcast host, writer, journalist, student of life, and beautiful soul. Join Chaya and I in a candid conversation about what it feels like to be in between two worlds – specifically being in a culture where many marry and start families very young. For us, it has become a time to question, discover and appreciate …
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More than One Way to Dream of Giving Life with Elisheva VanHalem
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Conversation with Elisheva VanHalem Like many women, Elisheva always dreamed of being a mother. When life circumstances delayed living that dream – Elisheva had another dream of how to bring more life into this world. With time, resolve, personal desire, and divine intervention Elisheva got to live her dream of becoming a kidney donor. Like many dr…
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The Myth the Man the Legend - Dr. Zvi Goldberg - Is Acupuncture a Myth or is Legendary Care Accessible?
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The short answer is, YES. There is help available to alleviate chronic pain, women’s health issues, and many challenges you thought you'd have to live with for the rest of your life. It takes bravery and grit to choose healing over pain. Dr. Zvi generously shares insight on the process of healing and the choices you have to engage with the process.…
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Your Personal Palette Paints a Picture - Conversation with Nechama Yaffe
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Nechama Yaffe and I sat down to talk everything color, personal style, fashion trends, and of course spirituality. Having your colors done is a deeply personal experience and we talk about how it can be integrated and woven into every aspect of who we are. Nechama’s art combines personal style, nature, seasons, art and eras to create a magnificent …
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What Can Planning Look Like? A Candid Conversation with Chanchy Tenenbaum
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Chanchy is a ball of life, hype queen, laughter enthusiast, performer, and now practicing life coach. What is choice? What is presence? What can planning look like? We hope you enjoy this episode and it gives you food and energy for thought and expression. Contact Chanchy via Instagram Chanchy_tenny or email chanchyten@gmail.com to see her content …
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The Baltic Sea – A New Political Frontier?
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In this episode, we will turn our attention towards the Baltic Sea and the transnational cooperation within the region. Throughout history, the Baltic Sea has served as a naval border between rising and falling regional powers. While this region has served a theatre of conflict, it has also in more peaceful times brought prosperity and promoted dem…
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Science Diplomacy – A Necessity in an Uncertain Future?
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In this episode, we will look further into the interplay between science and politics and how this has gained an increasing role within the world of diplomacy. The permeation of “Science Diplomacy” into the political scene can help further science and international cooperation but also necessitates a departure from its usual scientific setting into…
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In this episode, we will look into the dynamic relationship between Norway and the European Union. Despite not being a member state, Norway is closely integrated with its European neighbours – through its historical, economic, and political ties and everyday interaction. We are joined by Professor Jarle Trondal, Professor in Public Administration a…
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Eating Disorders with Devori Nussbaum - Binging, Dieting, Shame and the Path to Healing
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I’m excited for you to listen to this conversation with Devori Nussbaum - Psychotherapist, Food Therapist, Writer, Educator, mother, and all-around wise woman. Devori shares her personal journey in healing her eating disorder and what she learned about herself. How does a power dynamic play into our relationship with food? How do you relate to thin…
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At the age of 99 Avraham experienced Hashem's presence in a way not human on this planet ever did. How did he pull it off? Is it in the cards for me?? Source: Sefer Hasichos 5752 Parshas Vayeira Support the show Join me as we continue to connect, protect, love and differentiate. https://www.daretodifferentiate.com instagram.com/daretodifferentiate …
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Mini Conversation - Invitation to Walk Away
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It always surprises me how hard it is to walk away. How much support, validation and strength it takes to walk away. And Hashem gives it to Avram as he invites him to leave his land, his father's home, and his place of birth. The things that nurture and feed us can have an expiration date and it comes time to greener pastures - or rather the land t…
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Factory Reset - Can you Stay Present with the Flooding??
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Noach found favor in the eyes of Hashem. Hashem as he stands above and beyond creation. He was the first to bring healing to this world. Until then everything was just too perfect. The flooding and the chaos are what brought the world to the factory reset. To a more profound awareness and connection with Hashem. To a more grounded embodied experien…
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First point of contact - Breishis - Where do I come in?
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Sometimes it's hard to believe - but you come first. The purpose of the entire creation is on the premise of the Torah and Yisroel. The reason the entire world and all the galaxies were created - Shamayim va'aretz - was for you in this moment. Anything that is here in front of you is to serve your physical service and personal Avoda. What does that…
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Conversation with Bubby - Vov Tishrei Edition - Memories of the Rebbetzin
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This episode is dedicated to The Rebbetzin and all the women who proudly carry her name 🥰❤️ I am thrilled my Bubby, Mrs. Sara Katzman, joined me to share some memories of her time with the Rebbe's mother, Rebbetzin Chana. They spent time together in Poking, Germany in the Displaced Persons camp post-war after escaping Communist Russia. These warm m…
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Rosh Hashana Royalty - This year is yours
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This Rosh Hashana and days of judgment are only here to bring us to a greater sense of love and abundance from Hashem. We stand ready to receive it alllll. Like kings. Step into royalty. May we allow true goodness to flow through our veins and lips this year. Source: Sefer Hasichos 5752 Erev Rosh Hashana pg 3-6 http://Daretodifferentiate.com Suppor…
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Personal Choice or אני נבראתי לשמש את קוני
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This episode is sponsored by a dear friend Mariasha Dean in honor of neshamos of Zecharya Ben Shaul and Sarah Bas Shalom. When you go out to fight your enemy Hashem goes with you. Nonetheless, there is a lot of stress and discomfort. And then when you come to the land to settle, inherit and manifest your most joyous life. And both experiences are c…
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Class + Conversation - Punitive Feedback is so 20th Century
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This episode is sponsored by Gitty Steiger In honor of Chaya Gittel bas Perel - may she be healthy mind, body, and spirit. Also in celebration of Rochel Chaya Fradel bas Esther Yental and Aharom ben Rochel Michla's upcoming marriage. There is a hierarchy of leadership in Jewish law and tradition. It is a partnership between the judges and the polic…
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Shabbos Mevorchim Elul - Sponsored by an anonymous dear friend Behold Hashem pours places before us the choice. To be present in each moment. Source: Shabbos Parshas Re'eh Shabbos Mevorchim Elul 5751 http://Daretodifferentiate.com Support the show Join me as we continue to connect, protect, love and differentiate. https://www.daretodifferentiate.co…
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Class + Conversation - The Road Not Travelled (Yet)
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This episode is dedicated in honor of Zechariah Shmuel Ben Sora Chana by the talented educator and leader Ani Lipitz 💜💜 Elul - Ani Ledodi V'Dodi Li I initiate first, and then Hashem responds more profoundly. The light comes from a higher place and impacts me more deeply. Conversation with Chani Katzman, Nechama Schusterman, Simcha Chaya Azoulay and…
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Class - Nachamu Nachamu - Out of control healing
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Where does healing come from? Boundless, out of control amazing healing is available to you. Today. Hashem is with you. Nachamu Nachamu Ami ❤️❤️ http://daretodifferentiate.com Source: Sefer Hasichos 5751 Shabbos Nachamu Parshas Va'eschanan Support the show Join me as we continue to connect, protect, love and differentiate. https://www.daretodiffere…
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Class + Conversation - This is Your Shabbos to Manifest
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This week we get to manifest all the feels - Healing, abundance, love, rest, connection, restoration, and redemption. Hashem gives us a vision of the Bais Hamikdash - Chazon. A peak. A taste, A sense. A vibe. This Shabbos take a few deep breaths and feel the embrace of Chazon. Everything that is here is for you. To support you in manifesting the li…
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Class + Conversation + חזק חזק ונתחזק
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Celebrating the completion and strength of the Torah in the three weeks? Shabbos Parshas Matos-Maseh marks the completion of the book of Bamidbar. This Shabbos highlights our deep special connection with the Torah and the ways we can show up in the world as a result. Accessing strength in the transcendence and the journey. Source: Sefer Hasichos 57…
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What is the point of a lottery? Is it necessary? When the Jewish people were in the desert before they entered the holy land of Israel the land was divided very specifically and intentionally. In a no-nonsense, non-negotiable way. This tells us how we can connect with our experience in our lives and in our service of Hashem Source: Sefer Hasichos 5…
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This episode is in honor of a special anonymous birthday today Transformation from darkness to light - from mourning to celebration - from sadness to joy comes from the most inconspicuous places. The destruction itself holds within it the growth and building for a stronger brighter tomorrow. Sometimes it's impossible to see. Source: Sefer Hasichos …
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Class + Conversation - The Evolution of Loneliness
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This week's episode is sponsored by my dear mother - educator, icon, and role model for the modern Jewish woman. Dedicated in honor of our connection with the Rebbe. The days of the week and the days of the month were created differently and serve different purposes in our work in this world. What sets them apart? What makes them work together? Whe…
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This week's episode is sponsored by the gracious connector, Chavi Epstein in honor of the Neshama of Pinchas Meir ben Yakov who lived with the intention of healing strife and disharmony in between people. Gimmel Tammuz is the beginning of Geula, starting with the Rebbe Rayatz's release from prison - changed from a death sentence to 3 years in bitte…
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Class + Conversation - Give External Validation a Seat at the Table
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This week's episode is sponsored in memory of my beloved Zaidy, Eliyahu ben Aryeh Zev - A modern man trailblazing how to show up as a Jewish creative and performer - By my Bubby Mrs. Leah Lipsker ♥ Parshas Shlach talks about stepping into a new land of opportunities and the process of getting there. Sometimes external validation is important. Somet…
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