+0.0
net board stance
what this means
65.12
-0.6% · close 2026-11-06
+5% / -1% / +10%
1m / 3m / 12m
-6%
vs SPY since 2025-08-01
64%
of 52w range · -4.8% 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 E113 · silent for 175 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 IGF
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 |
|---|---|---|---|---|---|---|
| 🏛️ Ukraine reconstruction is the next contractor and infra-fund windfall | ▲ LONG | adjacent | HALF | +15.5% | -6.5 | 2024-01-27 |
The tape — what was actually said
every capture on any idea holding IGF, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
🏛️ Ukraine reconstruction is the next contractor and infra-fund windfall
E113 · 2023-01-27
▶ 1:15:40
Those are called infrastructure funds. And those infrastructure funds raise hundreds of billions of dollars to make investments, to build new infrastructure in markets that need it and that are willing to pay for it. And it will likely end up being kind of long-term debt assumed by that region to pay to do this work, and the beneficiaries will be the investors and owners of those infrastructure funds.
Chamath
support ×2
▲ on
🏛️ Ukraine reconstruction is the next contractor and infra-fund windfall
E113 · 2023-01-27
▶ 1:15:24
Well, yeah, where Larry Fink was like, hey, they're going to need three quarters of a trillion dollars of reconstruction support. We saw that play out in Iraq as well, where at first it was the war machine, and then it was the reconstruction machine, and together it was trillions and trillions of dollars.