+0.0
net board stance
what this means
152.28
-3.4% · close 2026-11-06
+14% / +1% / +6%
1m / 3m / 12m
-17%
vs SPY since 2025-08-01
59%
of 52w range · -8.7% 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 E92 · silent for 195 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 DHI
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 |
|---|---|---|---|---|---|---|
| 🏛️ Blue-state permitting has broken housing construction — building migrates to light-regulation states | ▲ LONG | adjacent | RIGHT | +43.0% | +35.7 | 2023-08-20 |
The tape — what was actually said
every capture on any idea holding DHI, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▲ on
🏛️ Blue-state permitting has broken housing construction — building migrates to light-regulation states
E92 · 2022-08-20
▶ 45:04
So it's hypocrisy all the way up and down. And I think this is why people are largely moving to different places around the country, and it's a competition between states and cities.
Chamath
support ×2
▲ on
🏛️ Blue-state permitting has broken housing construction — building migrates to light-regulation states
E92 · 2022-08-20
▶ 44:20
So I think David is right, which is that there's a contortion of laws that come together, that underlie some of these decisions that then manifest in a petition like this, and etc. They all need to get cleaned up.
Sacks
support ×3
▲ on
🏛️ Blue-state permitting has broken housing construction — building migrates to light-regulation states
E92 · 2022-08-20
▶ 40:04
But my point is just we've like so broken the free market for housing that we then come along and say, see, the free market's not working. We need more government mandates. Look, is this happening in Miami?