+13.5
net board stance
what this means
121.96
-1.1% · close 2026-11-06
+13% / +9% /
1m / 3m / 12m
+8%
vs SPY since 2026-07-18
93%
of 52w range · -2.5% off high
—
hit rate as primary
Where All-In Alpha stands — 1 live idea
| idea | call | play | conviction | contributes | moved yet? | scored in |
|---|---|---|---|---|---|---|
| 📈 Web2 buyouts: the flaccid-asset M&A wave | ▲ LONG | adjacent ×0.5 | 26.9 | +13.5 | — | 72d |
Where the winds are blowing
NET BOARD STANCE, LAST 16 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 E281 · silent for 15 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
What resolves next
scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not
The tape — what was actually said
every capture on any idea holding EBAY, newest first · quotes verbatim, timestamps deep-link into the episode
this is probably not the final clearing price. I think the price is probably another 10 to 15 percent higher from here. And I will say that there's a certain individual that must look very closely at putting in a competitive bid. ... a shot across the bow for Visa and MasterCard. ... They have enough of these things to go end to end on their own rails.
I will make a prediction. I think that eBay and PayPal are probably the beginning of a wave of mega deals of flaccid digital businesses that can be revived with the blue chew of capital and the right operator... folks that are AI native are looking at first generation digital native businesses that have become mature and old and stale and aren't run by the founders anymore... there's a couple dozen of them.