+0.0
net board stance
what this means
50.33
-0.2% · close 2026-11-06
+7% / -4% / +11%
1m / 3m / 12m
+20%
vs SPY since 2025-08-01
37%
of 52w range · -15.6% off high
0/1
hit rate as primary · vs SPY -46
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 E116 · silent for 172 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 GSK
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -46.1. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Zantac carcinogen cover-up becomes a pharma liability reckoning | ▼ SHORT | primary | WRONG | -21.6% | -46.1 | 2024-02-17 |
The tape — what was actually said
every capture on any idea holding GSK, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Zantac carcinogen cover-up becomes a pharma liability reckoning
E116 · 2023-02-17
▶ 20:46
I think we're going to figure out how did Glaxo, how are they able to cover up a cancer-causing carcinogen sold over-the-counter via this product called Zantac, which tens of millions of people around the world took for 40 years, but now it looks like causes cancer, how are they able to cover that up for 40 years?
Friedberg
support ×1
▼ on
📈 Zantac carcinogen cover-up becomes a pharma liability reckoning
E116 · 2023-02-17
▶ 16:38
Yeah, 40 years they knew that there was cancer risk.