+0.0
net board stance
what this means
24.2
+0.1% · close 2026-11-06
-2% / -7% / -22%
1m / 3m / 12m
-46%
vs SPY since 2025-08-01
21%
of 52w range · -24.1% off high
0/1
hit rate as primary · vs SPY -63
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 E163 · silent for 132 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 FINX
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -62.6. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Fintech is fin, not tech — margins and multiples reckon | ▼ SHORT | primary | WRONG | -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
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.
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.
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.