RJ Hamster
Sequoia, Starboard Buy 100M Worth of 3 Stocks
| Buy. Hold. Relax. These 10 Stocks Could Build Your 2030 Wealth (From StockEarnings)Insider Buying: Smart Money Just Spent +$100M on These 3 StocksWritten by Leo Miller on January 1, 2026 SummaryDoorDash saw a rare nine-figure open-market buy tied to Sequoia Capital, a strong confidence signal—but it should be weighed against routine executive selling. Kenvue’s recent buying looks less like a standalone consumer-health bet and more like a view on the pending Kimberly-Clark deal and closing dynamics. Kymera’s $172 million add from Baker Bros followed encouraging KT-621 trial data, but the program is still early and carries typical clinical-stage biotech risk.Insider buying can be one of the cleanest “follow-the-money” signals in the market. Over the past month or so, three names have stood out for $100 million-plus buying tied to prominent funds and well-known professional investors. The takeaway: these trades don’t guarantee upside on their own, but they can highlight where sophisticated capital sees mispriced risk—or where a catalyst (like a merger) may be creating an opportunity.CBDCs coming in 2026? (how to prepare) (Ad)Your family’s wealth expires in 2026? You have a choice… Stay in THEIR system and watch your legacy potentially, slowly evaporate. Or become your own bank.Here’s how to become your own bank in 2026.Leading Venture Firm Makes $100 Million DoorDash PurchaseFirst up is the delivery platform DoorDash (NASDAQ: DASH). On Nov. 25 and Nov. 26, board member Alfred Lin purchased a total of just over $100 million worth of DoorDash shares.As detailed in Lin’s Form 4 SEC filings, he did not purchase the shares for himself.Column 7 of these filings shows that the beneficial ownership of these purchases goes to an investment fund managed by Sequoia Capital, one of the world’s most well-known venture investors, of which Lin is a partner.This detail supports the bullish interpretation of these purchases. Sequoia made these purchases with its clients in mind.Since investing other people’s money typically invites a higher level of scrutiny than investing one’s own money, Sequoia will not have made these purchases lightly.That said, investors should read the signal with context. Since these purchases, DoorDash insiders have also sold around $29.5 million worth of the stock. But all of them came under 10b5-1 plans, and the predetermined nature of 10b5-1 sales significantly limits their bearish implications.Starboard Buys KVUE Amid Kimberly-Clark DealThe $33 billion consumer staples stock Kenvue (NYSE: KVUE) has also seen significant insider buying recently. On Dec. 11 and Dec. 12, board member Jeffrey C. Smith purchased a total of around $111 million worth of Kenvue shares, with investment fund Starboard Value LP to take beneficial ownership of the shares.Kenvue owns a variety of over-the-counter drugs and personal care products, including Tylenol, Band-Aid, and Neutrogena.On Nov. 3, Kenvue announced its acquisition by consumer staples giant Kimberly-Clark (NASDAQ: KMB) in a cash-and-stock deal (with the two parties guiding toward a closing in the second half of 2026, pending approval). Kenvue shareholders will be partially compensated with Kimberly-Clark shares, and the value they will receive is largely dependent on Kimberly-Clark’s price prior to the deal’s closing.With this in mind, the recent insider purchases are more of a bet on Kimberly-Clark than Kenvue itself. Kimberly-Clark shares are down nearly 15% on the Nov. 3 announcement. Starboard likely sees this sell-off as overblown and believes that Kimberly-Clark will stage a recovery before the deal closes. This would increase the value that Kenvue investors—like Starboard—receive when the deal goes through. What No One’s Saying About Amazon’s 30k Layoff (Ad)What No One’s Saying About Amazon’s 30k Layoff First they cut jobs at Meta… now 30,000 at Amazon – its largest layoff in history. What’s happening inside these Mag 7 companies, particularly as the stocks continue to soar to all- time highs? The same former hedge fund manager who predicted the dot com crash, the housing crisis and the fall of Lehman is now stepping forward to explain what’s really going on… and what you should be doing with your moneyLearn more.Biotech Investor Ups KYMR Position Significantly After Positive Trial DataLast up is Kymera Therapeutics (NASDAQ: KYMR), which has seen the most insider buying of any stock in the last 30 days. This comes as Baker Bros. Advisors LP purchased $172.5 million worth of shares of the clinical-stage biotech company on Dec. 11. According to its latest 13F filing, Baker Bros. owns a portfolio composed almost solely of biotech stocks.Baker Bros.’ purchase came just days after Kymera shares surged almost 42% on Dec. 8. That day, Kymera released positive results for its experimental drug KT-621, which is being developed to treat atopic dermatitis, also known as eczema.Baker Bros. seems to have doubled down on its investment in Kymera in response.The company added just over 2 million Kymera shares, increasing its position by around 30%, a clear vote of confidence from this institutional investor.KT-621’s latest trial results were only in a Phase 1b study, so the drug still has a very long way to go before sniffing commercial viability. At least one institution, though, believes the company has a bright future. Investors should note that Kymera has also seen around $21.6 million worth of non-10b5-1 plan sales since it released these results, a significant counter to the bullish Baker Bros. purchase that investors will take into consideration.Smart Money Sends Optimistic Signals for DASH, KVUE, and KYMRClearly, the smart money is placing significant bets on DASH, KVUE, and KYMR. While investors should not take these purchases in isolation, they are solid bullish indicators for these three stocks.Read this article online ›Featured StoriesFind the Next NVIDIA With This Semiconductor ETFThe AI stocks no one’s talking about (but institutions are quietly buying) (From TradingTips)D-Wave vs. IonQ vs. IBM vs. Google: Which Quantum Bets Will Win 2026?5 Stocks That Could Double in 2026 (From TradingTips)2026 Sector Playbook: 3 Sectors Trading Below Fair ValueThe Last Time This Happened, Qualcomm Fell 10%From Rust to Riches: 2 Auto Parts Names Built for 2026 Did you enjoy this article? |
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