+0.0
net board stance
what this means
26.86
-2.1% · close 2026-09-08
+3% / +13% / -20%
1m / 3m / 12m
-50%
vs SPY since 2024-01-26
36%
of 52w range · -23.1% off high
0/1
hit rate as primary · α -63
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 50 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 FINX
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -62.6. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Fintech is fin, not tech — margins and multiples reckon | ▼ SHORT | primary | MISS | -36.3% | -62.6 | 2025-01-26 |
The tape — what was actually said
every capture on any idea holding FINX, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Fintech is fin, not tech — margins and multiples reckon
E163 · 2024-01-26
▶ 1:18:14
maybe your example of fintech being more fin than tech is a very early sign of what may be happening to the rest of all of these companies that we point to and say, that is a tech company.
Sacks
support ×3
▼ on
📈 Fintech is fin, not tech — margins and multiples reckon
E163 · 2024-01-26
▶ 1:22:30
I think you're right. It is a reckoning. And the reason for that is because FinTech is one of the hottest spaces during the bubble. I have this saying that the hotter they are, the harder they fall.
Friedberg
support ×3
▼ on
📈 Fintech is fin, not tech — margins and multiples reckon
E163 · 2024-01-26
▶ 1:13:12
a lot of, quote, FinTech businesses are looking like Fin businesses without the tech... I think we're in this kind of like realizing the truth, which is that a lot of FinTech businesses are just Fin businesses.