+0.0
net board stance
what this means
12.44
-0.1% · close 2026-11-06
+15% / +4% / -29%
1m / 3m / 12m
-57%
vs SPY since 2025-08-01
30%
of 52w range · -30.9% off high
0/1
hit rate as primary · vs SPY -29
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 E213 · silent for 82 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 JBGS
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -29.3. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 DOGE lease terminations flood the office market and hit federal landlords | ▼ SHORT | primary | WRONG | -13.0% | -29.3 | 2026-01-31 |
The tape — what was actually said
every capture on any idea holding JBGS, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 DOGE lease terminations flood the office market and hit federal landlords
E213 · 2025-01-31
▶ 1:36:20
Well, that seems like the crazy thing that nobody is thinking about, which is in this push, this physical built inventory has so much value built up in the 401Ks of individuals to the balance sheets of huge pension funds. But that value could be very different.
Jason
support ×2
▼ on
📈 DOGE lease terminations flood the office market and hit federal landlords
E213 · 2025-01-31
▶ 1:18:14
The government is such a reliable client that they're all on one-year leases. So people don't do what they do with startups, which is force them to do five or ten years, because they know, hey, this company could go out of business. They're just like, yeah, yeah, we're just on a rolling year over year lease, so you can actually just cut these. It's going to flood the market.
Travis Kalanick
support ×2
▼ on
📈 DOGE lease terminations flood the office market and hit federal landlords
E213 · 2025-01-31
▶ 1:17:49
I mean, what I'm hearing about these buildings is that they are super, super empty, like next level empty. And let's just say, I'm really glad I don't hold it like I'm an owner that has a bunch of leases to the federal government right now.