+0.0
net board stance
what this means
13.24
+1.7% · close 2026-11-06
-8% / -4% / +56%
1m / 3m / 12m
+58%
vs SPY since 2025-08-01
59%
of 52w range · -20.1% 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 E82 · silent for 204 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 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 | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Ocean freight stays broken - capacity shrinks again and rates go higher | ▲ LONG | adjacent | WRONG | -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
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.
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.