+0.0
net board stance
what this means
211.88
-0.8% · close 2026-11-06
+18% / +20% / +56%
1m / 3m / 12m
+38%
vs SPY since 2025-08-01
98%
of 52w range · -0.8% off high
0/1
hit rate as primary · vs SPY -42
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 E8 · silent for 275 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 BDX
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -42.0. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Point-of-care antigen testing scales — BD wins | ▲ LONG | primary | WRONG | -1.6% | -42.0 | 2021-07-11 |
The tape — what was actually said
every capture on any idea holding BDX, newest first · quotes verbatim, timestamps deep-link into the episode
There are startups like, was it Quidel, [Humedix], Q, who've got these little $200, $300 handheld readers and the cartridges are basically mouth swabs or lower nasal swabs, cost $10... assuming we can scale the production of them, I think they will be everywhere.
Friedberg
support ×1
▲ on
📈 Point-of-care antigen testing scales — BD wins
E5 · 2020-07-11
▶ 1:22:48
You can get this [Becton] Dickinson testing system now for 250 bucks. It's a handheld device. And these test strips cost 20 bucks... it takes five minutes to get a result... I think that company will do well with that testing system they've launched because it actually tests not for the RNA, but for the protein... the stock's done well.