+0.0
net board stance
what this means
337.52
+7.8% · close 2026-11-06
+12% / +26% / +98%
1m / 3m / 12m
+82%
vs SPY since 2025-08-01
83%
of 52w range · -10.3% 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 E224 · silent for 71 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 CRL
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 |
|---|---|---|---|---|---|---|
| 🏛️ Federal research funding retreats from universities | ▼ SHORT | adjacent | WRONG | -25.3% | -65.1 | 2026-04-19 |
The tape — what was actually said
every capture on any idea holding CRL, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
🏛️ Federal research funding retreats from universities
E224 · 2025-04-19
▶ 48:38
So the question today that's being asked is, should we be doing fundamental scientific research at universities given that over time the administrative overhead has grown and they're basically creating administrative workloads and employing people without necessarily having a market incentive?
Sacks
support ×1
▼ on
🏛️ Federal research funding retreats from universities
E224 · 2025-04-19
▶ 40:14
No one is saying that they have to get rid of DEI. They just have to give up their federal funding the way that Bob Jones University did.