BALL

Ball Corporation

stock all instruments
+0.0
net board stance what this means
61.62
-1.7% · close 2026-09-08
-3% / +14% / +23%
1m / 3m / 12m
-48%
vs SPY since 2024-01-19
74%
of 52w range · -8.2% off high
0/1
hit rate as primary · α -26

Where we stand — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 50 EPISODES — rising = the besties are building this position, falling = abandoning it. Replayed from score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Friedberg
Friedberg w=0.87 equities
1 idea (0 live) · last heard E180
+3
pushes up
Chamath
Chamath w=0.84 equities
1 idea (0 live) · last heard E194
+2
pushes up
Jason
Jason w=0.97 equities
1 idea (0 live) · last heard E180
+2
pushes up
Sacks
Sacks w=0.89 equities
1 idea (0 live) · last heard E180
+0
neutral

Track record on BALL

As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -26.5. Adjacent plays are listed but never scored.

ideacallplayverdictRαclosed
📈 Microplastics evidence pushes beverages out of PET ▲ LONG primary MISS -1.0% -26.5 2025-01-19

The tape — what was actually said

every capture on any idea holding BALL, newest first · quotes verbatim, timestamps deep-link into the episode

Chamath Chamath support ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E194 · 2024-08-30 ▶ 1:46:23
But when I'm there, I'm consuming Italian produce that isn't packed in plastic. I go to a local fruit store, I go to the local fish vendor, and my body changes.
Sacks Sacks brush_off ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E180 · 2024-05-24 ▶ 1:24:25
I think this stuff is unavoidable. I really do.
Jason Jason support ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E180 · 2024-05-24 ▶ 1:20:43
Like, just as a newsflash, a banana already has a wrapper. It's called the peel. And then people are wrapping plastics on this stuff. Like, I think consumers need to demand that, like, we have low packaging.
Chamath Chamath support ×3 ▲ on 📈 Microplastics evidence pushes beverages out of PET E180 · 2024-05-24 ▶ 1:12:29
This is what I was going to say. I think our food supply, I think we should just say it out loud, is totally corrupted. And I think there's all of these other factors we look at, the rise in the use of SSRIs, the lack of sexual function in young men, the lack of sex, the low birth rate. I think these are all related and part of it is the food supply and part of the food supply problem is the fact that it is corrupted by these materials that should never be in our body.
Friedberg Friedberg support ×3 ▲ on 📈 Microplastics evidence pushes beverages out of PET E180 · 2024-05-24 ▶ 1:14:20
But I think that this is going to trigger and is the beginning of a wave. I'm noticing that a lot of folks are going to start to pay attention in the food industry and start to figure out ways to represent low plastic, low phthalate food products as a way to kind of sell a more premium solution. I think that's been the trend historically with the food industry, Chamath, is to respond to your ask right now and to then show up with solutions.
Sacks Sacks support ×1 ▲ on 📈 Microplastics evidence pushes beverages out of PET E169 · 2024-03-08 ▶ 1:32:11
Okay, well, if Chamath is endorsing this, I guess I'm gonna take it seriously.
Friedberg Friedberg oppose ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E169 · 2024-03-08 ▶ 1:30:28
the carbon footprint, the environmental cost, the cash cost is much higher with all these alternatives to plastic. So there are big challenges with respect to having some big, massive response to plastics used in our supply.
Jason Jason support ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E169 · 2024-03-08 ▶ 1:30:58
Honestly, all you have to do is have glass bottles or carry a water bottle with you.
Chamath Chamath support ×3 ▲ on 📈 Microplastics evidence pushes beverages out of PET E169 · 2024-03-08 ▶ 1:31:49
It's been a disaster in the poker game in some ways. We got rid of it, and there's been way more broken glass. People knock over the, you know, the side tables. I get it. It's been a huge pain, but I will not go back.
Friedberg Friedberg oppose ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E162 · 2024-01-19 ▶ 1:27:49
There isn't conclusive evidence or science that shows these plastic microparticles or nanoparticles are causing these health effects.
Jason Jason support ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E162 · 2024-01-19 ▶ 1:31:24
There's no reason that we need to have plastic as a standard. It should be banned.
Chamath Chamath support ×2 ▲ on 📈 Microplastics evidence pushes beverages out of PET E162 · 2024-01-19 ▶ 1:26:36
And I think that it does alter the phenotype of the human body over time. And I think you would have to be insane to bet against that.