+0.0
net board stance
what this means
22.61
+1.3% · close 2026-11-06
+12% / +4% / +45%
1m / 3m / 12m
+9%
vs SPY since 2025-08-01
82%
of 52w range · -6.5% 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 E139 · silent for 152 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 MANU
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 |
|---|---|---|---|---|---|---|
| 📈 Star athletes take the equity off the sports owners | ▼ SHORT | adjacent | WRONG | -5.5% | -30.8 | 2024-06-10 |
The tape — what was actually said
every capture on any idea holding MANU, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
📈 Star athletes take the equity off the sports owners
E139 · 2023-07-27
▶ 54:58
But the second biggest reason was my huge fear was that I, as an owner, I just wanted to cash in the chips because I think the most right thing to do for the union, like the NBA Players Association, is to fight for equity.
Friedberg
support ×2
▼ on
📈 Star athletes take the equity off the sports owners
E132 · 2023-06-10
▶ 51:28
And labor is basically becoming the equity in the equation, and they are getting a piece of the business. Just like Silicon Valley.
Chamath
support ×3
▼ on
📈 Star athletes take the equity off the sports owners
E132 · 2023-06-10
▶ 50:22
So I just think it has huge implications to all the professional sports leagues because these big stars should be asking their agents and their managers, how do I do a deal like Messi? I am the ultimate content creator in my league.
Jason
support ×2
▼ on
📈 Star athletes take the equity off the sports owners
E132 · 2023-06-10
▶ 49:46
So Apple is giving him rev share on their Apple TV League pass for MLS. That's nuts.