αTheAlphaInsider

Thau Daniel Mark

Outside the top-25 by R-coefficient, but with purchase history.

R-coefficient
skill with Bayesian shrinkage
60d win rate
% of purchases with positive return
Avg 60d return
after their purchases

🧱 Conviction tranches

Repeated purchases of the same stock within ≤5 days — an accumulation pattern.

TickerDateTradesSpanSharesAmount
BLBD2026-08-1211d350$23K
BLBD2026-05-1911d300$20K
BLBD2025-12-0411d400$20K
BLBD2025-05-2811d400$16K
BLBD2025-02-1811d500$17K
BLBD2024-12-0911d700$27K

Purchase history

Later sales by the same insider on the same ticker — realized gain vs average buy price. Empty = position still held.

DateTickerRoleSharesAvg priceAmountSalesAvg sell priceGain %
2026-08-12BLBDDirector350$64.37$23K
2026-05-19BLBDDirector300$65.09$20K
2025-12-04BLBDDirector400$51.05$20K
2025-05-28BLBDDirector400$39.17$16K
2025-02-18BLBDDirector500$34.85$17K
2024-12-09BLBDDirector700$39.18$27K