Fading the noise: Why tracking insider conviction beats market hype

While the broader market is hyper-fixated on the latest tech and AI swings, I have been looking at how executives deploy their own capital during downturns. As founders and builders, we know that no one understands a company's true trajectory better than its leadership.

Right now, retail investors are panic-dumping shares of $GO near its 52-week lows. But if you analyze the recent grocery outlet form 4 activity, you will see the CEO quietly dropping over $700K of his personal cash to buy the dip.

Executives might sell for a dozen reasons—taxes, diversification, buying a house—but they only buy with their own money when they see massive upside. It is the ultimate signal of internal conviction.

Do you actively track these kinds of insider moves to manage your own portfolios while building your startups, or do you prefer to just stick to index funds?