+0.0
net board stance
what this means
67.7
-2.5% · close 2026-11-06
+14% / +20% / +9%
1m / 3m / 12m
-22%
vs SPY since 2025-08-01
64%
of 52w range · -9.4% off high
0/1
hit rate as primary · vs SPY -51
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 E192 · silent for 103 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 KR
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -51.2. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ Harris's federal food price-gouging ban is a discredited price control | ▼ SHORT | primary | WRONG | -33.7% | -51.2 | 2025-08-16 |
The tape — what was actually said
every capture on any idea holding KR, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▼ on
🏛️ Harris's federal food price-gouging ban is a discredited price control
E192 · 2024-08-16
▶ 1:08:41
The idea of price controls is widely discredited across the political spectrum. I mean, I think virtually all economists agree on this.
Chamath
support ×2
▼ on
🏛️ Harris's federal food price-gouging ban is a discredited price control
E192 · 2024-08-16
▶ 1:07:50
If you cap what a company can charge, because what they'll do is they'll just stop producing. They'll manage to the margin that they'll just stop.
Friedberg
support ×3
▼ on
🏛️ Harris's federal food price-gouging ban is a discredited price control
E192 · 2024-08-16
▶ 1:02:41
So arguably, I would say that trying to step in and cap prices will reduce competition and as a result, will reduce investment in improving productivity.