+0.0
net board stance
what this means
26.0
+8.1% · close 2026-11-06
-12% / -18% / -37%
1m / 3m / 12m
-78%
vs SPY since 2025-08-01
43%
of 52w range · -37.4% off high
—
hit rate as primary
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 E89 · silent for 198 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 HIMS
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 | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Telehealth keeps its COVID share gain while e-commerce mean-reverts | ▲ LONG | adjacent | WRONG | -23.3% | -36.0 | 2023-07-29 |
The tape — what was actually said
every capture on any idea holding HIMS, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
📈 Telehealth keeps its COVID share gain while e-commerce mean-reverts
E89 · 2022-07-29
▶ 23:53
And 36% of patients used a telehealth service in 2021, 420% increase over 2019 And so despite some reversion post-COVID, post lockdowns, there's a significant sticking point that and I think 60% of telehealth patients are women.