+0.0
net board stance
what this means
56.99
-2.7% · close 2026-09-08
+1% / -9% / -14%
1m / 3m / 12m
-30%
vs SPY since 2024-08-16
9%
of 52w range · -23.7% off high
0/1
hit rate as primary · α -51
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 KR
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -51.2. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ Harris's federal food price-gouging ban is a discredited price control | ▼ SHORT | primary | MISS | -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.