+0.0
net board stance
what this means
30.09
-1.0% · close 2026-09-08
-0% / +30% / +49%
1m / 3m / 12m
-42%
vs SPY since 2025-01-18
93%
of 52w range · -3.2% off high
0/1
hit rate as primary · α -48
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 47 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 JHX
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -47.7. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ Wildfire value-at-risk pushes fire-hardened building code national | ▲ LONG | primary | MISS | -31.7% | -47.7 | 2026-01-18 |
The tape — what was actually said
every capture on any idea holding JHX, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▲ on
🏛️ Wildfire value-at-risk pushes fire-hardened building code national
E211 · 2025-01-18
▶ 47:39
they're all wood built, you know, none of this is concrete, none of it's brick. California is all wood, and so they probably should add some regulations about building things that are fireproof, because if you had a hundred homes that were all fireproof and built to withstand this, that would act as a natural break. And if you didn't have as much vegetation, so there's probably a series of things that should be added here in terms of regulations while you're getting rid of some of the ones that are slowing you down.
Chamath
support ×2
▲ on
🏛️ Wildfire value-at-risk pushes fire-hardened building code national
E211 · 2025-01-18
▶ 48:57
And then the last chart goes through and it actually does, CoreLogic does an assessment of the value at risk. So in California, it's three quarters of a trillion dollars that are at about 1.26 million homes that are at moderate or great risk of fires. In Colorado, it's about 141 billion. In Texas, it's 88 billion. In Oregon, it's 45 billion. In Arizona, it's 36 billion. The point is that everything you said, Jason, now needs to get scaled out, meaning there needs to be a national level conversation. This can't be a bunch of city planners making code and making laws in a little municipality. Because that problem, what that shows you is we have a multi-trillion-dollar risk to a lot of people in the Western United States specifically around this issue that has to get dealt with by code.