+0.0
net board stance
what this means
718.35
+2.1% · close 2026-09-08
-16% / -14% / +47%
1m / 3m / 12m
+177%
vs SPY since 2023-10-07
47%
of 52w range · -29.0% off high
0/1
hit rate as primary · α -30
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 48 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on ESLT
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -29.6. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ Record border encounters force a bipartisan enforcement buildout | ▲ LONG | primary | MISS | +3.5% | -29.6 | 2024-10-07 |
The tape — what was actually said
every capture on any idea holding ESLT, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E163 · 2024-01-26
▶ 1:03:37
The majority of people want the border closed. That is across both parties.
Sacks
support ×2
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E163 · 2024-01-26
▶ 40:49
Well I think Governor Abbott here is probably going to lose in a court of law. But he's going to win in the court of public opinion. The public by a huge majority wants this border enforced.
Jason
support ×2
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E148 · 2023-10-07
▶ 33:07
so they're going to do the right thing, obviously, and build the wall, but they don't want to say it. So it's just ridiculous.
Sacks
support ×3
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E148 · 2023-10-07
▶ 29:45
So I think we're on track for another huge record in 2023 And the point is that the pace is accelerating.