+0.0
net board stance
what this means
75.82
+4.2% · close 2026-11-06
-14% / -14% / +9%
1m / 3m / 12m
-0%
vs SPY since 2025-08-01
40%
of 52w range · -22.7% 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 E38 · silent for 246 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 IBKR
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 |
|---|---|---|---|---|---|---|
| 🏛️ Washington intervention in retail fintech is the real overhang | ▼ SHORT | adjacent | HALF | +8.8% | +19.5 | 2022-07-03 |
The tape — what was actually said
every capture on any idea holding IBKR, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
🏛️ Washington intervention in retail fintech is the real overhang
E38 · 2021-07-03
▶ 33:20
And everyone is worried about the government intervening and changing how this business is transforming. Because as soon as the government gets involved, it's going to slow down the transformation, it's going to make things much more challenging. And I think that everyone's trying to keep the government at bay, while the great digital transformation of markets is underway.
Sacks
oppose ×2
▼ on
🏛️ Washington intervention in retail fintech is the real overhang
E38 · 2021-07-03
▶ 21:57
Yeah, so it should be a black eye for the company, but the reality is that they're happy to pay the fine and just move on so they don't have this issue hanging over their heads anymore. And now they're going to be able to IPO at like a 50, 60, $70 billion valuation. ... And so for them, it's a sort of cost of doing business. I think there's something a little bit off about that, but that's kind of how it works.