MAR

Marriott International, Inc.

stock all instruments

+0.0

net board stance what this means

416.47

-0.2% · close 2026-11-06

+17% / +18% / +49%

1m / 3m / 12m

+45%

vs SPY since 2025-08-01

94%

of 52w range · -2.0% 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 E66 · silent for 219 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

Sacks 56% macro

1 idea (0 live) · last heard E66

pushes up

Jason 63% macro

1 idea (0 live) · last heard E66

pushes up

Friedberg 46% macro

1 idea (0 live) · last heard E57

-2

pushes down

Track record on MAR

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
🌍 Conditioned fear keeps behaviour suppressed after vaccination	▼ SHORT	adjacent	HALF	+11.6%	-2.1	2022-02-20

The tape — what was actually said

every capture on any idea holding MAR, newest first · quotes verbatim, timestamps deep-link into the episode

Jason oppose ×2 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E66 · 2022-02-05 ▶ 1:29:12

You know what? If you go to the ski slopes, there is nobody with a mask on and nobody's enforcing it and no restaurants. And this is in Democratic country. Everybody has moved on at this point.

Sacks oppose ×2 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E66 · 2022-02-05 ▶ 1:27:34

It says a majority of voters, 55% say COVID should be treated as an endemic disease, while a majority of Democrats say it should be continued to be treated as an emergency. ... The Monmouth poll just came out where 89% of Republicans, 71% of of independents say that it's time we accept COVID is here to stay and we need to get on with our lives. ... So the reality is that the rest of the country, I think, has moved on. It's ready to move on.

Sacks support ×2 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E64 · 2022-01-22 ▶ 51:02

We could live with this variant of Covid, Omicron. ... But in large swaths of the country, we're not choosing to live with it. We're at each other's throats about these vaccine mandates, these other restrictions and school closures.

Friedberg support ×2 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E57 · 2021-12-04 ▶ 19:13

what's really important now is how policy makers are going to respond to this, right? Because there is a press cycle, there is a bit of a hysteria, everyone's asking me about it, everyone's freaked out about it, everyone's worrying about it. ... And the question is, are we about to face more lockdowns and things that are going to be adverse to the economy and how are markets going to react? ... And that seems pretty scary right now.

Jason oppose ×2 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E23 · 2021-02-20 ▶ 53:01

It's like a shark, Friedberg, it's like a shark attack. You know, if this is a shark attack, you know, at Half Moon Bay or whatever, people don't swim there for a couple of weeks. And then somebody swims and they're like, oh, the water's great. People will jump back in.

Sacks oppose ×2 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E23 · 2021-02-20 ▶ 52:11

Let me go back to Friedberg's point about when will life get back to normal. I'm not as pessimistic as you are, Dave, about this idea that life won't get back to normal. And part of the reason why is I'm seeing so much outrage about school closures right now.

Friedberg support ×3 ▼ on 🌍 Conditioned fear keeps behaviour suppressed after vaccination E23 · 2021-02-20 ▶ 47:43

if you think about what's happened over the last year, people have been conditioned to be afraid. And so even though we're getting vaccinated, even though this thing is moving and working, I'm concerned that we're not going to end up in a more civil state. Schools aren't opening. People aren't flying. People aren't doing stuff, even after vaccinations and science and data shows that these things are OK.