+0.0
net board stance
what this means
48.65
-2.5% · close 2026-09-08
-7% / -4% / +26%
1m / 3m / 12m
-40%
vs SPY since 2023-02-17
49%
of 52w range · -18.4% off high
0/1
hit rate as primary · α -46
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 GSK
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -46.1. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Zantac carcinogen cover-up becomes a pharma liability reckoning | ▼ SHORT | primary | MISS | -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
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.
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?