+0.0
net board stance
what this means
64.8
-0.5% · close 2026-11-06
+3% / -3% / +3%
1m / 3m / 12m
-14%
vs SPY since 2025-08-01
51%
of 52w range · -5.9% 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 E39 · silent for 245 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 CGW
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 |
|---|---|---|---|---|---|---|
| 🛢️ Western water scarcity repriced water rights and infrastructure | ▲ LONG | adjacent | WRONG | -13.2% | -3.7 | 2022-07-09 |
The tape — what was actually said
every capture on any idea holding CGW, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×1
▲ on
🛢️ Western water scarcity repriced water rights and infrastructure
E39 · 2021-07-09
▶ 19:01
If you look at just monitoring our water usage, I invested in two companies. One of them didn't work out, but both of them were to monitor water usage. ... And we lose 20, 30 percent of our water to leaks.
Chamath
support ×3
▲ on
🛢️ Western water scarcity repriced water rights and infrastructure
E39 · 2021-07-09
▶ 16:33
if the US Bureau of Reclamation measures Lake Mead under a certain threshold, they can declare a tier one shortage. And what that means, just practically speaking, cutting through all the, you know, jargon is that initially the state of Arizona will be denied around 600,000 acre feet of water next year. What does that mean? That's about 15% of the demand for that state. ... there is an enormous untapped groundwater aquifer in Southern California, which is the size of Lake Mead. It's an incredibly unique thing. It's actually owned by a public company.