+0.0
net board stance
what this means
200.61
-2.1% · close 2026-11-06
-9% / -5% / -49%
1m / 3m / 12m
-80%
vs SPY since 2025-08-01
13%
of 52w range · -50.6% off high
1/1
hit rate as primary · vs SPY +26
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 E178 · silent for 117 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 HUBS
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average vs SPY +26.4. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Google's rumoured HubSpot bid doesn't get done | ▼ SHORT | primary | RIGHT | +25.1% | +26.4 | 2025-04-05 |
The tape — what was actually said
every capture on any idea holding HUBS, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
brush_off ×1
▼ on
📈 Google's rumoured HubSpot bid doesn't get done
E178 · 2024-05-10
▶ 1:30:14
I'm not sure there's much more to add on the HubSpot acquisition rumors. They are still just rumors, and I think we covered the topic a couple of weeks ago.
I think you're both missing a key piece to this. I think this is about the data. ... They don't want a SaaS business. They want the data. They want to retarget folks.
I don't think this acquisition makes any sense. I'm kind of in Chamath's camp. This would be a very odd acquisition. I'm not even sure the story is true. There's been no confirmation of an actual bid made.
So this is a very natural fit into Google's advertising business and taking all of the leads from advertising and better converting them and giving your sales team the tools they need to convert those leads into customers. So it makes great strategic sense.
I mean, I think it's a bit of an odd acquisition. And the reason is that it's become pretty clear for all of big tech that any acquisition that they do is going to be highly scrutinized. ... And I would not characterize HubSpot as strategically valuable for Google. I think it's an important ecosystem player and it's probably better off as an independent company.