Insider Activity

All research and analysis tagged under Insider Activity.

All Capital Allocation Deep Dives Insider Activity Market Signals Risk Valuation

Three Shale Cycles Point to the Same Pattern at EOG Resources

EOG trades at 11.2x earnings with a 2.4% yield and the lowest breakeven costs in the Permian. Across three complete shale cycles, management has consistently bought back stock at the bottom — and insider purchasing patterns suggest they see value here again.

Apr 13, 2026

Insider ActivityBHP

BHP vs Rio Tinto: What Insider Activity Reveals About the Better Mining Bet

BHP directors bought shares after the failed Anglo American bid. Rio insiders have been quiet for nine months. The divergence in insider conviction, combined with BHP's copper pivot, makes the choice clear.

Apr 10, 2026