Author

@BourbonInsider BourbonInsider

Disciplined curator of insider buys, 13F moves, and buybacks in quality compounders.

Aggregates and lightly editorializes smart-money signals — i

trader score
-0.83
hit rate
35%
mean α
-0.36%
signals 14d
58

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 35% hit rate, -0.36% mean alpha, trader score -0.83. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 49 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02UBER@BourbonInsider+0.00Mentions Uber 13F with link but no details.
2026-07-02UBER@BourbonInsider+0.35Says Uber wants to own many transportation categories.
2026-07-02LVMH@BourbonInsider-0.20States LVMH insiders have stopped buying shares.·
2026-07-02ULTA@BourbonInsider+0.20Calls ULTA a cannibal stock getting hammered, implying potential value.
2026-07-02NVDA@BourbonInsider-0.45Says Michael Burry is shorting NVDA because of cited behavior.
2026-07-01LLY@BourbonInsider+0.00Notes LLY CEO joined ADBE and rarely buys, likely insider-buy context from chart.+1.9%
2026-07-01ADBE@BourbonInsider+0.05Notes LLY CEO joined ADBE and rarely buys, likely insider-buy context from chart.+4.1%
2026-07-01SPGI@BourbonInsider+0.30Reports SPGI insiders buying heavily.+6.0%
2026-07-01MSCI@BourbonInsider+0.30Reports MSCI CEO has been buying heavily.+3.6%
2026-06-30GOOG@BourbonInsider+0.15Alphabet reportedly gives MediaTek exclusive TPU v9 design contract, reducing reliance on Broadcom.+0.8%
2026-06-30AVGO@BourbonInsider-0.45Alphabet reportedly gives MediaTek exclusive TPU v9 design contract, reducing reliance on Broadcom.-4.6%
2026-06-29CPRT@BourbonInsider-0.10Reports CPRT CEO to step down.+6.8%
2026-06-29HONA@BourbonInsider+0.15Says HONA will be available for trading today.·
2026-06-29NVO@BourbonInsider+0.25Says NVO is doing buybacks every day.+4.3%
2026-06-28JD@BourbonInsider+0.15E-commerce pullback thesis; author says bet is on MELI and SE over Amazon.+4.8%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.