+0.0
net board stance
what this means
27.94
+0.8% · close 2026-09-08
-12% / -4% / -44%
1m / 3m / 12m
+255%
vs SPY since 2022-07-29
28%
of 52w range · -55.5% 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 47 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 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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Telehealth keeps its COVID share gain while e-commerce mean-reverts | ▲ LONG | adjacent | MISS | -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.