Author
@insidermonkey insidermonkey
Research publisher mining insider buys, 13F stakes, and themed baskets with two-sided frameworks
Aggregates and analyzes high-signal ownership events -- open
trader score
-0.30
hit rate
56%
mean α
-0.36%
signals 14d
20
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 9 scored bets: 56% hit rate, -0.36% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved +3.1% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | BYND | @insidermonkey | -0.70 | Cites forecasts for continuing BYND losses, negative free cash flow, weak demand, and cash burn. | +5.5% | tweet ↗ |
| 2026-10-14 | CNR | @insidermonkey | +0.00 | Shares Black Bear Value Partners' Q3 2026 investor letter and its named holdings. | · | tweet ↗ |
| 2026-10-14 | BLDR | @insidermonkey | +0.00 | Shares Black Bear Value Partners' Q3 2026 investor letter and its named holdings. | +12.5% | tweet ↗ |
| 2026-10-14 | TDW | @insidermonkey | +0.00 | Shares Black Bear Value Partners' Q3 2026 investor letter and its named holdings. | · | tweet ↗ |
| 2026-10-14 | HCC | @insidermonkey | +0.00 | Shares Black Bear Value Partners' Q3 2026 investor letter and its named holdings. | · | tweet ↗ |
| 2026-10-13 | NVDA | @insidermonkey | -0.55 | Questions whether Nvidia can sustain 75% margins long enough to justify its valuation. | -7.7% | tweet ↗ |
| 2026-10-13 | · | @insidermonkey | · | Argues political incentives generally favor money creation over fiscal austerity. | · | tweet ↗ |
| 2026-10-13 | BMBL | @insidermonkey | +0.50 | Ithaca Holdings agreed to take Bumble private for $6.05 per share in an all-cash deal. | +0.2% | tweet ↗ |
| 2026-10-13 | BMBL | @insidermonkey | +0.70 | Contrasts speculative momentum with Bumble's unloved valuation at twice cash flow. | +0.2% | tweet ↗ |
| 2026-10-13 | BMBL | @insidermonkey | +0.65 | Argues Bumble was undervalued at twice free cash flow despite a sticky user base. | +0.2% | tweet ↗ |
| 2026-10-13 | NVDA | @insidermonkey | -0.55 | Warns Nvidia's $5 trillion valuation assumes flawless execution despite weak software monetization. | -7.7% | tweet ↗ |
| 2026-10-13 | NVDA | @insidermonkey | -0.65 | Frames Nvidia's $5 trillion valuation as AI-mania excess versus ignored cash-generating value stocks. | -7.7% | tweet ↗ |
| 2026-10-12 | CLX | @insidermonkey | +0.55 | Presents four media-selected stocks as members of a best inflation-hedge basket. | +2.4% | tweet ↗ |
| 2026-10-12 | CHD | @insidermonkey | +0.55 | Presents four media-selected stocks as members of a best inflation-hedge basket. | · | tweet ↗ |
| 2026-10-12 | EPD | @insidermonkey | +0.55 | Presents four media-selected stocks as members of a best inflation-hedge basket. | · | tweet ↗ |
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.