+0.0
net board stance
what this means
12.22
-3.1% · close 2026-09-08
-15% / -21% / -43%
1m / 3m / 12m
-181%
vs SPY since 2021-07-09
43%
of 52w range · -42.6% off high
1/1
hit rate as primary · α +54
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 45 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 HPP
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average α +54.1. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 California / San Francisco governance decline drives an exodus | ▼ SHORT | primary | HIT | +44.6% | +54.1 | 2022-07-09 |
The tape — what was actually said
every capture on any idea holding HPP, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▼ on
📈 California / San Francisco governance decline drives an exodus
E86 · 2022-07-08
▶ 11:40
Mayor Lyndon Breed had a press conference, and she's been tweeting, hey, we have to revitalize, you know, SOMA in San Francisco. That's never going to happen. That's off the table.
Sacks
support ×3
▼ on
📈 California / San Francisco governance decline drives an exodus
E86 · 2022-07-08
▶ 14:59
they're just not going to be able to hit their debt service coverage ratio. So they will be in default. What that means is, I don't understand how in a place like downtown San Francisco, half the buildings don't end up getting owned by the banks. Well, the banks don't want to own all these buildings, so it's going to be a fire sale. But I don't know who the buyers are going to be.
Friedberg
support ×2
▼ on
📈 California / San Francisco governance decline drives an exodus
E68 · 2022-02-19
▶ 32:14
what we're realizing in San Francisco is non-prosecution of criminals, as the DA has undertaken over the past couple of years, leads to really heinous crime and rampant crime. ... But it doesn't mean that the movement is over. It doesn't mean that quote unquote wokeism is over.
Sacks
support ×1
▼ on
📈 California / San Francisco governance decline drives an exodus
E60 · 2021-12-23
▶ 30:59
And then since then, it's just been snowballing. And San Francisco has basically been sliding into what it's become. Miami just keeps blowing up.
Sacks
support ×2
▼ on
📈 California / San Francisco governance decline drives an exodus
E59 · 2021-12-17
▶ 1:17:04
the city has totally degenerated into some sort of dystopian Gotham-like city. ... This is just the beginning of what needs to be done. ... So we have a huge problem that the police department is actually, we have too few of them, we're understaffed.
Sacks
support ×3
▼ on
📈 California / San Francisco governance decline drives an exodus
E57 · 2021-12-04
▶ 12:07
I'm definitely out of here. If the boss of San Francisco is out of here, I'm definitely out of here. But I have some people, some other people to convince. ... This is the logical result of everything I've been warning about since the beginning of the year. You have prosecutors like Chase Aboudin who have essentially decriminalized theft by refusing to prosecute it.
Jason
support ×3
▼ on
📈 California / San Francisco governance decline drives an exodus
E57 · 2021-12-04
▶ 57:30
We walked through Union Square and it was cordoned off with cop cars at every intersection. ... Every single store has had every single window boarded up like it's a hurricane season. ... But like Zara, The Gap, Nike, every single storefront has been boarded up. And then there are security guards outside and you have to make an appointment to go Christmas shopping.
Sacks
support ×3
▼ on
📈 California / San Francisco governance decline drives an exodus
E39 · 2021-07-09
▶ 49:11
CVS, Walgreens and Target are all closing stores or reducing store hours because they understand the hit to their bottom line.
Jason
support ×3
▼ on
📈 California / San Francisco governance decline drives an exodus
E39 · 2021-07-09
▶ 58:29
my position right now is California is going to be on a decade long slide and I'm working for 10 more years. ... So why would I spend 10 years in a place that is on a debt spiral?