+0.0
net board stance
what this means
109.93
-3.2% · close 2026-11-06
+12% / +3% / -10%
1m / 3m / 12m
-31%
vs SPY since 2025-08-01
62%
of 52w range · -13.7% off high
—
hit rate as primary
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E46 · silent for 238 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on ABT
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ Regulatory and IP capture keeps US healthcare incumbents' rents intact | ▲ LONG | adjacent | RIGHT | +25.2% | +35.1 | 2022-09-14 |
The tape — what was actually said
every capture on any idea holding ABT, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🏛️ Regulatory and IP capture keeps US healthcare incumbents' rents intact
E46 · 2021-09-14
▶ 26:15
it completely burned the incentives for any health care company in the United States to do anything other than just basically walk prices up ... you would have made more money being along UnitedHealthcare than you would have been owning Facebook, Google, any of these other tech companies in the last decade
Friedberg
support ×2
▲ on
🏛️ Regulatory and IP capture keeps US healthcare incumbents' rents intact
E46 · 2021-09-14
▶ 21:58
they invite Abbott and they invite the guys in and they're like, you know, the White House, they have a consortium meeting, and everyone's kind of a little bit chuckling about this, like, oh, this is awesome. It's another $2 billion payday, which is what they just got. ... you end up with a $30 test when in Germany, you can go buy a 50 cent test at any liquor store