MYSZ

My Size ($MYSZ) CEO's 'Perfect Timing' - Peak Sales to 30K Share Buying Spree Signals Turnaround

12/02/2025 17:52

My Size Inc. ($MYSZ) CEO Ronen Luzon's insider trading patterns are drawing investor attention as he demonstrates classic contrarian investing behavior. The Israeli AI fashion-tech company's chief executive sold shares at peak prices last December, then initiated consecutive purchases in November as the stock hit rock bottom, showcasing textbook reverse psychology investing. My Size is a SaaS company providing AI-driven clothing size measurement solutions, developing technology to address online fashion's biggest challenges: sizing errors and return rates. The company's flagship product 'Naiz Fit' platform has delivered over 42 million personalized size recommendations across 18 countries, reporting performance improvements including 570% conversion rate increases, 14% return rate reductions, and 27% average order value growth. Luzon's trading history reveals impressive market timing skills. On December 30, 2024, when shares traded at $5.18, he sold 8,000 shares for $41,440, just after the stock had spiked to $6.51. The CFO and CPO also sold simultaneously, while major shareholder Avatar Securities disposed of 120,624 shares for over $620,000. This coordinated selling suggests management correctly identified overvaluation. However, the situation completely reversed in November 2025. As shares plummeted to $0.77, Luzon began consecutive purchases on November 20 with 13,500 shares. He continued buying on November 24 and 25 (235 and 14,000 shares respectively), then added another 2,600 shares on December 1. Total purchases of 30,335 shares at an average price of $0.85, investing approximately $25,800, strongly signals the CEO views current levels as undervalued. This contrarian pattern likely isn't coincidental. The company acquired ShoeSize.Me in September, expanding AI-powered footwear sizing capabilities, and secured certification as a supplier to major European retailers for market expansion. With 2025 revenue targets of $15 million representing 76% year-over-year growth, management confidence appears well-founded. Financially, the company maintains $4.49 million in cash with a low 12.97% debt-to-equity ratio, indicating solid financial stability. However, annual net losses of $3.56 million and negative $1.85 million free cash flow highlight ongoing profitability challenges. The $4.06 million market cap reflects typical micro-cap volatility and liquidity risks. Investors should note the CEO's purchase timing and scale. Over 30,000 shares in consecutive buying exceeds symbolic confidence displays, particularly when executed near 52-week lows. With AI fashion-tech gaining sector recognition, such management behavior could signal upcoming positive developments or business progress. Risks remain significant: micro-cap volatility, persistent losses, limited market awareness, and intensifying fashion-tech competition with customer acquisition uncertainties all pose investment challenges. The CEO's insider trading patterns suggest potential major business announcements or performance improvements within 3-6 months. Analyst average price targets of $3.00 represent over 150% upside potential from current levels, potentially attractive for risk-tolerant investors willing to bet on management's demonstrated market timing abilities.