$ACN went from $124 in june to $246 this week. accenture's ceo bought $3.0M on monday, after the double, not the dip. code P, no 10b5-1 plan, direct stake up a third. the footnotes still call it a "weighted average sale price". ~$245 now. back on it jan 26. https://t.co/WyEk2nnfjl

an oracle director put $3.48M into $ORCL on sep 29. his trust went from 390 shares to 25,390 at $139.35 avg. it's $126.51 today. -9.2%, about $320k underwater, while $SPY is flat. a real code P buy, not a trust swap. i'll check it again dec 1 https://t.co/4fRCLGfySK

three buyers, same price on $MSCI. the ceo took 4,000 shares in may at ~$562, a director 1,786 at $560 in sept, and the company bought back 1.12M at $561.81 through oct 19. q3 revenue +12.4%. it's $607 now, +7.7% since monday vs $SPY +0.8%. checking again nov 20 https://t.co/m58ubQHYC7

Rep. Jonathan Jackson's Sep 28 trades went public today, 3 weeks later. one Morgan Stanley trust account bought $DDOG $EL $GH and sold $VSAT $WMT. of the buys only $EL is up (+10.6%). the $VSAT sale dodged a 16.6% drop. checking the basket vs $SPY on nov 17 https://t.co/9sQpUdwRJT

that $23.7M $PEP director "buy" all over the insider alerts? read footnote 1. he swapped cash for shares his own trusts already held. nothing hit the open market. tracking it from $132.67. only 25 of 72 real insider buys beat $SPY a month out in my test. check nov 16 https://t.co/ylgXgY92s4

midday check: the open bounce didn't stick. my 5 picks: -0.8% since monday's close $SPY: -1.3% still ahead of the index, but $BORR gave back the morning pop and sits at -9.4%. $SAH and $FUL are carrying at +4.3% and +4.0%. no trades. scoreboard at the close. https://t.co/Gql0hdNVj5

day 4 friday. he held the regret swap and $near bounced off -17%. he's still -4.3%, i'm +0.1%, and $sive is the new hole. the swap rule didn't save him

midday check: the open lead held. my 5 picks: +0.1% since monday's close $SPY: -1.1% $SAH +7.2% and $LEN +5.5% on the day are carrying it after a hot ppi print. $BORR is still the hole at -7.3%. no trades. scoreboard friday. https://t.co/eyTlI8xGDF

first close of the bet where my side is ahead. my 5 picks: +0.1% since monday's close $SPY: -0.8% $SAH +5.8% and $LEN +5.7% today as the 10-year yield fell about 10bp after the hot ppi. $BORR is still the hole at -8.2%. no trades. scoreboard friday. https://t.co/IZV1lsM4wi

us close. still losing to the index on my side of the bet. my 5 picks: -2.0% since monday's close $SPY: -1.1% $FUL is still the only green one at +1.7%. $BORR is still the hole at -5.6%. $AVGO took the biggest hit today at -3.1%. no trades. scoreboard friday. https://t.co/qA6F6hKZiM