DISCLOSED: Insiders Are Now Buying *This Stock*

Folks, insiders and their institutional backers are buying shares like crazy. And not any shares and not all shares, but very specific ones. And in today's video, I'm going to break down exactly what you need to know. In order to prepare for this video, I had to go through hundreds of form for filings that require corporate insiders to file whatever their trade is within 2 days. And after going through them, I found some very specific trends. And here today, I'm going to present them to you. I think it tells us a lot about where markets are going. And of course, as always, I'll put all the time stamps down below. And then it's going to be time for our sponsored segment on Poly Ryzen. Ticker symbol PLRZ on the NASDAQ. They're working on something quite unique in the allergy space. If you think about every allergy product you've ever used, the antihistamine, the nasal spray, all of it, well, they only kick in after the allergen has already hit your nose and your body is already reacting. Well, Polyzy is actually going after the opposite side of the problem. A gel you spray in your nose that forms a physical barrier, so the allergen never touches the lining of your nose in the first place. and they just cleared IRB approval to start their first human trial. I'll walk you through the company and why you may want to take a look at it. And as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate risk. Always do your own due diligence on all ideas presented. Okay, let's start with the conviction buys, the ones where insiders within their own companies are buying aggressively. We'll start with Elevant Health, ticker symbol ELV. Elevants is one of the largest managed care insurers in the country and the biggest Blue Cross Blue Shield license holder. That's the Anthem plans plus their Carolon services arm, roughly 45 million medical members. They reported second quarter results on July 15th. The company modestly raised its fullear adjusted earnings guidance, but it also flagged elevated medical cost trends in the Medicaid and Medicare businesses. The stock dropped about 10% over the following week. Then on July 17th, look what happened. CEO Gal Bordeaux bought a million dollars of stock on the open market. 2725 shares same day, director Romeo Peru bought a,000 shares at 3665, about $366,000. So here you have a CEO and a board member buying aggressively 2 days after a report that knocked down the stock aggressively. So why exactly would they buy here, Charlie? Well, here's my read on this. So the whole managed care group has been under a massive cloud for over a year. The market has been terrified of rising medical costs eating into insurer margins. And that fear and that fear is exactly what the July 15th report reignited. When the CEO and a director step in two days later, the most natural interpretation is that the people who actually see the cost data every day think the market is punishing what may be just a temporary blip. And importantly, remember they raised fullyear guidance. They didn't cut it. They raised it. So that suggests that the headwinds are just temporary headwinds. So, in terms of speculation, I would say they believe the medical cost scare is closer to its peak that it's beginning. And they're treating a 10% drop in one of the largest insurers in the country as a gift rather than a reason to sell sell. Okay. Next, Liberty Latin America, ticker symbol LA. So over the past six months, John Maloney, the cable and telecom billionaire who's been building empires in the space for 40 years, has made 12 purchases in Liberty, Latin America, totaling about 15.5 million shares, roughly $138 million, not small chickens, no buck buck buck. And it's not just him. Executive chairman Michael Fry bought about 49,000 shares for roughly a million dollars in late June. President and CEO Balan Nair has made two purchases totaling about 165,000 shares also right around a million dollars. This is a pattern known as cluster buying. Basically, multiple insiders at different levels of the company all buying around the same time when the chairman, the CEO, and the largest holder are all doing the same kind of thing with their money at around the same time. Well, I would say that's a pretty good indication that there's information they're getting within the company that says the stock price should go up or at least the current price is too cheap. Now, why would they be buying now? While my speculation centers on who Maloney is, this is a man who spent 40 years building and reshaping telecom empires. And his entire career has been about closing the gap between what a collection of assets is worth and what the market is willing to pay for it through spin-offs, buybacks, tracking stocks, asset swaps, all of it. Liberty Latin America trades at a steep discount to the value of the cable and mobile assets it actually owns across the regions. So when Maloney, his executive chairman, and his CEO all start accumulating at the same time, it tells us one thing. The discount has gotten too wide to ignore and possibly that some kind of corporate action, a restructuring, an accelerated buyback, or the sale of a piece of the business could be the thing that finally forces the market to pay up. Next, 51 talk online education. Ticker symbol COE. Now, to be honest with you, I was debating whether or not to include this one, but I decided to go with it because the numbers are pretty damn insane. CEO Jack Huang, no relation to Jensen unfortunately, but Jack Huang has made 79 separate open market purchases over the past six months. Nearly 6 million shares, about 116 million, and zero sales. So, what might be behind the buying here? This is a company whose original business is online English tutoring inside China. Essentially, it was legislated out of existence when Beijing cracked down on the private education sector a few years back. It survived by pivoting to Southeast Asia, building a new online learning business focused on markets like the Philippines. Now that the founder is back buying his own stock relentlessly without a single offsetting sale, well, the most compelling explanation for why this might be is that he sees this new business scaling way faster than the market actually appreciates. That the story people have in their heads is still the old dead Chinese business while the numbers he's watching are the growing Southeast Asia one. It's a small company with a thin float. So, a determined founder buying week after week is also practically speaking putting a pretty nice floor under the stock. Next, Iperion X, ticker symbol IPX. This is a US critical minerals company producing high purity titanium powders for aerospace defense and additive manufacturing. They've got a plant in Virginia and a mineral sands project in Tennessee. Todd Hanigan bought 300,000 shares at 359 on July 13th, about $1.1 million. And the timing here is very notable. You see, this came just days after the company completed a $50 million equity race. Now, insiders often times go quiet around equity raises. Buying on the open market right after a big capital raise at market price rather than in the deal itself is sending a very different message versus actually participating in the deal himself. Why now though? Well, the macro backdrop on this is very interesting. Titanium is a strategic material for aerospace and defense and the supply chain for high purity titanium has been dominated by producers outside the US including China and Russia. In an environment where onshoring critical materials has become a national security priority, while a domestic titanium powder company with a Virginia plant and a Tennessee feedtock project sits right in the middle of a theme, the government is actively working and actively trying to fund. Now, my read on the chairman buying immediately after a $50 million raise is that he's signaling the capital was raised to grow into demand, not to patch a hole. That the raise was an offense, not a defensive move. Next, Energizer Holdings, ticker symbol ENR. Now, a controlling family 10% owner group led by Aqua Capital, bought roughly $3.7 million of stock across four consecutive days, July 13th through the 16th, at prices around $20. They'd been buying the week before that, too. four straight days of accumulation from a holder who already owns more than 10%. So, they're not establishing a position for the first time. They're actually adding aggressively to a position that they've long held, one that they've already had conviction in. So, why keep buying here? Well, my speculation is that this is a classic beaten down cash flow play. You see, Energizer makes products people buy regardless of the economy, batteries, and autocare staples, and names like that often throw off very steady cash, but tend to get left for dead by the market when growth is slow and debt is elevated. a controlling holder buying four days in a row at around $20 is most likely making a value call, that the stock is cheap relative to the free cash flow the business generates, and that as the company pays down debt, more of that cash flow acrru to equity holders. There's also a plausible reshoring and tariff angle. Domestic manufacturing of everyday consumer goods can benefit when imported competition gets more expensive. But the simplest version of the thesis here is that this family already owns more than 10% and they looked at the price and decided the market was undervaluing a durable, boring and cashg generating business. So they started snapping up the shares. Next, Net Scope, ticker symbol NTSK. This is a cloud security company essentially securing corporate access to cloud applications. They listed on the NASDAQ in September of 2025 at $19 a share. The stock now trades around 12. On July 18th, two holders bought. Dish McCon picked up about 610,000 shares at a weighted average of 1182. William Griffith, a director and 10% owner, reported an indirect purchase of about 610,000 shares the same day. Then on July 13th, Iconic Strategic Partners added another $800,000 worth. Now, it's important to understand that these are preIPO backers. We're getting past the post lockup window. They could be dubbing like crazy and going out and buying a new Porsche. They could be hiring a couple new mistresses. But instead, they're foregoing all of that fund and instead using that money to buy more shares. Now, why would they do this? Well, Net Scope went public at 19 and now trades around 12, which is exactly the kind of post IPO air pocket that normal IPO hype and then dump periods produce. So when the preipo backers who know this company best respond to that drop by buying more instead of selling into the window, while the speculation I'd offer is they see the weakness as more technical rather than fundamental. Cloud security, the SAS and SSSE category Net Scope plays in is one of the most durable secular growth stories in software because companies keep moving more of their operations to the cloud and have to secure that access. These investors are effectively saying the lockup wash out handed them a chance to add to a business they already believed in at a price below where it debuted. Next, we have Yex, ticker symbol Yex. This is a small enterprise software company whose platform manages digital presence for large brands across listings, reviews, landing page, and search. Director Daniel Englander bought 76,000 shares at 522 on July 13th, about $400,000. that roughly doubled his personal stake and he did it after the share price had fallen about a third over six months. A director doubling down on his position after a massive dump of share price is a pretty good indication that he believes that it was an obvious deal. As to my speculation on why now? Well, I would say it ties directly to why the stock fell in the first place. Yex's whole business is managing how brands show up in search and across the web. And in an AI world, there's an obvious threat to this. If people stop searching the old way and start asking a chatbot instead, does a company like Yex get disintermediated? Well, that fear is a very plausible reason why the stock is down about a third. But when a director doubles his personal stake right into that anxiety, the Reed Ida offer is that he's betting the opposite way. He's looking at the data himself and he's like, "Yeah, AI isn't going to kill our business." He may be speculating that the market is priced as an AI loser when it's actually positioning to be an AI winner. And that gap of opportunity is where this director is trying to find some arbitrage value. Next, Taiwan Semiconductor TSM. So over the past six months, there have been 115 insider transactions in TSM. 113 of them were purchases. Two were sales. The individual amounts are mostly small. These are executives buying through what appear to be regular programs, so treated accordingly. But the direction of that ratio is hard to ignore as to why the speculation I'd offer is pretty obvious. Taiwan Semiconductor is the sole manufacturer of the most advanced chips on the planet and essentially every AI accelerator that matters gets built in its fabs. Leading edge capacity has been effectively sold out, which gives the company genuine pricing power in the middle of an AI buildout that shows no signs of slowing. Next, we've got CCC Intelligent Solutions, ticker symbol CCC. Elliot Investment Management, built a very large stake in this, which was reported on July 10th. The stock jumped about 10% on that day. Now, this company provides cloud software used by autoinsurers, collision repair shops, automakers, and part suppliers to manage accident claims and repair workflows. It's boring infrastructure software, but it's got genuinely high switching costs, which means what? Well, it means locked in customers. Two things are making this position notable. Number one, the company had already hired Morgan Stanley to advise on a potential sale. Second, and this is the part I find most telling, Elliot actually built the position before CCC decided to explore a sale. and the engagement is being run by Elliot's private equity arm unit rather than its activist arm. For context on the underlying business, first quarter revenue grew 12% year-over-year, $281 million and adjusted Ebatar rose about 21% to 120 million. Now, CCC is the type of business that private equity just absolutely loves and eats up. Sticky, boring, missionritical software with high margins and recurring revenue embedded in the plumbing of the auto insurance and collision repair industries that aren't going away anytime soon. businesses that are hard to dislodge once they're in, which makes their cash flows predictable, which makes them financable easily in a buyout. My speculation is that Elliot looked at CCC trading cheaply relative to those fundamentals, saw a company already leaning toward exploring a sale, and built its position to make sure that that process ended in the highest possible outcome. Whether that's a full take private or a competitive auction among strategic and financial buyers. The tell for me is that this is being run out of Elliot's private equity arm unit rather than its noisier activist arm. That suggests the goal isn't a proxy fight or a board shakeup or whatever, but rather an actual ultimate transaction. It looks like they're positioning for a deal they think is coming. Anyways, what are your favorite insider buys? Let us know down below. And now it's time for our sponsored segment. Okay, now it's time for our sponsored segment on Poly Ryzen, ticker symbol PLRZ. Poly Ryzen is a development stage biotech and the last several months have been the busiest stretch in the company's history. On June 18th, they received central IRB approval from Branny to begin their first inhuman clinical trial. They have three US clinical sites contracted for that study out of up to five planned. They completed their full biompatibility evaluation program with every required safety test hitting predefined acceptance criteria. They signed agreements with a European university medical center and a specialized CRO for a separate human characterization study. and they've had patent applications on their delivery platform published in both the United States and Europe. Now, the allergy category has been stuck for decades. Think about what happens when you have an allergic reaction. You walk into a room with a cat. You inhale dustmite protein off a pillow. Pollen comes in through an open window. Those particles land on the lining of your nasal passages. They make contact with the tissue, your nasal tissue, and your immune system does what it was built to do. It recognizes a foreign protein and it fires. Histamine gets released. Blood vessels dilate. Mucus production ramps up. You start sneezing, your eyes water, your nose runs, your head feels like it's packed with cotton. Now, think about what every product on the pharmacy shelf actually does about that for you. An antihistamine blocks the histamine receptor, meaning the allergen already made contact, your immune system already fired, and the drug is trying to intercept the signal on the way to the symptom. A nasal steroid suppresses the inflammatory response again after the response is underway. A decongestant constricts blood vessels to reduce swelling that has already happened. Every single one of these is downstream. They are all cleanup crews arriving after the spill. And this all comes with bad side effects. Drowsiness, dryness, daily dosing, compliance problems because people forget or they don't like how it makes them feel or they don't want to take a drug every day for 6 months out of the year. Millions of people just live with it and accept that allergy season is something that happens to them. But what almost nobody in this category has seriously attacked is the entry point. The nose is the door. If the allergen never gets through the door in the first place, there's no reaction to treat. And that's exactly what the Poly Ryzen approach is. That's exactly what their capture and contain platform is built around. It's a hydrogel, a water-based gel made from naturally occurring building blocks delivered as ordinary nasal spray. When you spray it, it forms a thin film across the surface of the nasal lining. Airborne particles hit that film instead of hitting tissue. The important thing to understand here is that this is a mechanical mechanism, not a chemical one. There's no drug being absorbed. There's no receptor being blocked. There's no systemic exposure to worry about. It's closer in concept to a screen on a window than to a pill in a bottle. That distinction is why the lead product is being developed as a medical device rather than as a pharmaceutical. A materially different development in regulatory path than the one a small biotech normally has to walk through. Their lead candidate is PL14 which they've branded as Nazerix targeting seasonal allerggetic rhinitis. The trial that just got IRB approval compares Nazerix against a saline spray in patients with seasonal allergies measuring efficacy, safety, tolerability, and quality of life outcomes. And behind that sits PL16, a viral blocker built on the same barrier concept. Same idea, but different threat. But this is also not just a single product story. If you have developed a polymer that sticks to nasal tissue and stays there, you have also solved a problem that goes well beyond allergies. Because the nose is a genuinely difficult place to deliver anything, your nasal passages are lined with celia whose entire job is to sweep foreign material backward and out. That system doesn't care whether the foreign material is pollen or medicine. spray a drug up there and a meaningful portion of it gets cleared or drains away before it can be absorbed. So, Poly Ryzen took the same chemistry and flipped the purpose. Instead of using the gel to keep things out, use it to keep a drug in. That's the trap and target platform, a muco adhesive delivery system designed to hold a drug against the tissue longer so more of it actually gets where it's going. And the candidate they picked to demonstrate it tells you something about how they think. It's nyloxone, the overdose reversal agent. Think about somebody being unconscious. A bystander with no medical training has seconds to act and there is no second chance to check whether the dose landed properly. In pre-clinical work, Poly Ryzen's alleone formulation showed significantly stronger adhesent to nasal tissue than a marketed intraasal naxalon product. While permeation studies showed diffusion comparable to that of the commercial benchmark, Polyzen has been building patent protection around all of this on both sides of the Atlantic. A US application covering mucoadhesive compositions, delivery systems, and methods of use. A European application titled mucode adhesive polymers for nasal drug delivery. A divisional European violin in April covering prolonged nasal residence, bioavailability, controlled release and biodegradable polymer. Now, with that being said, let's talk about some of the risks. Polyzyin is a development stage biotechnology company. Its products are investigational. None of them are approved for sale and the supporting data to date is pre-clinical and/or early stage, meaning results seen in the lab may not carry over to human trials. Even the recent IRB clearance is a master protocol approval only. Individual sites still need to get their own sign off before anyone is enrolled and clinical trials frequently fail or run longer than planned. As a small cap company, Poly Ryzen has an active shelf registration and a history of raising capital. So, existing shareholders face the risk of future dilution. Most small caps have extreme volatility and tend to go down because of said dilution. Statements about the company's plans and potential are forward-looking and not guarantees. Nothing in this segment of course is a recommendation to buy or sell any security and it should not be treated as investment advice. Do your own due diligence and consider speaking with a licensed professional before making any decision. But anyways, the story with Poly Ryzen is that it is a company that spent 20 years on a hydrogel, turned it into a barrier product, now entering human trials, and is also using that same chemistry to work to solve an opposite problem in drug delivery. If you want to dig into the science, the pipeline, and the filings for yourself, I'll put the link to Poly Ryzen's investor relations page down below. Make sure to do all your own research and come to your own conclusion.