+0.0
net board stance
what this means
61.83
-0.0% · close 2026-09-08
-3% / -1% / +23%
1m / 3m / 12m
-71%
vs SPY since 2022-05-24
65%
of 52w range · -10.2% off high
—
hit rate as primary
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 44 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 FR
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Logistics real estate becomes a core institutional asset class | ▲ LONG | adjacent | MISS | +3.6% | -2.5 | 2023-05-24 |
The tape — what was actually said
every capture on any idea holding FR, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×2
▲ on
📈 Logistics real estate becomes a core institutional asset class
E89 · 2022-07-29
▶ 25:47
They were buying up so many warehouses. I had a couple of companies that were looking for warehouses in Los Angeles, Northern California, and Amazon just bought an option on every single warehouse they could find. And now they're putting them back on the market. So they definitely went too heavy.
Friedberg
oppose ×2
▲ on
📈 Logistics real estate becomes a core institutional asset class
E89 · 2022-07-29
▶ 23:53
So they overbuilt, tried to get ahead of the curve. Remember, they hired like a hundred thousand workers. And, you know, they had to make a pipeline for quarters ahead to build warehouses. Now they're realizing the demand is not going to be there. And they're cutting back on 15 warehouses around the country and not going to build them.
CL
Claire Cormier Thielke
support ×3
▲ on
📈 Logistics real estate becomes a core institutional asset class
E82 · 2022-05-24
▶ 46:34
this is why you've seen the rise of logistics real estate as a deeply institutional asset class, because that math that you talk about, the algorithm is determining what is ordered, how long will it sit, and how fast do people want it. That takes infrastructure on land to be able to get it to people's want. ... China only has a quarter of the cold storage capacity per capita that the US does. Okay, it doesn't take a genius to see that this trajectory is, you know, lower left to upper right.