+0.0
net board stance
what this means
11.9
-1.2% · close 2026-11-06
-18% / +4% / +27%
1m / 3m / 12m
-7%
vs SPY since 2025-08-01
50%
of 52w range · -17.6% 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 E179 · silent for 116 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 CTVA
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 |
|---|---|---|---|---|---|---|
| 🛢️ Boosted breeding delivers a step-change in crop yield | ▼ SHORT | adjacent | WRONG | -21.1% | -34.8 | 2025-05-17 |
The tape — what was actually said
every capture on any idea holding CTVA, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×1
▼ on
🛢️ Boosted breeding delivers a step-change in crop yield
E179 · 2024-05-17
▶ 58:58
And then all these people buying up farmland in America, that could devalue that farmland if that wasn't as limited of a resource.
Friedberg
support ×3
▼ on
🛢️ Boosted breeding delivers a step-change in crop yield
E179 · 2024-05-17
▶ 40:23
Like the yield on some of these plants goes up by 50 to 100% or more. Just to give you a sense, like in the corn seed industry, breeders that are breeding corn are spending $3 billion a year on breeding, and they're getting maybe 1.5% yield gain per year. With our system, we are seeing 50 to 100% jump in the size of these plants.