+0.0
net board stance
what this means
16.61
+0.3% · close 2026-09-08
+21% / +34% / +104%
1m / 3m / 12m
-106%
vs SPY since 2022-02-05
100%
of 52w range · +0.0% off high
—
hit rate as primary
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 46 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
Track record on BDRY
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Ocean freight stays broken - capacity shrinks again and rates go higher | ▲ LONG | adjacent | MISS | -47.8% | -41.5 | 2023-02-05 |
The tape — what was actually said
every capture on any idea holding BDRY, newest first · quotes verbatim, timestamps deep-link into the episode
RY
Ryan Petersen
reversal ×2
▲ on
📈 Ocean freight stays broken - capacity shrinks again and rates go higher
E82 · 2022-05-24
▶ 44:13
have actually ordered 25% more ships, increased the fleet by 25% over the next three years ... So it could be ugly the other way, real quick. You have too many ships and the ship owners can't make any money.
RY
Ryan Petersen
support ×3
▲ on
📈 Ocean freight stays broken - capacity shrinks again and rates go higher
E66 · 2022-02-05
▶ 36:26
But it will reduce the supply of shipping capacity and slow everything down another 30 percent. That takes place January 1st, 2023 It's getting very little attention, but to my view, it's going to be massively disruptive if we slow everything down, reduce the capacity of the network that much further. Prices are going to go to the moon.