+0.0
net board stance
what this means
311.22
-1.9% · close 2026-11-06
+2% / +6% / +92%
1m / 3m / 12m
+87%
vs SPY since 2025-08-01
92%
of 52w range · -4.2% off high
0/2
hit rate as primary · vs SPY -21
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 E198 · silent for 97 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 MSGS
As a PRIMARY play the besties are 0 hit / 1 partial / 1 miss over 2 closed windows — credit 0.25, average vs SPY -21.0. 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 | primary | WRONG | -5.5% | -30.8 | 2024-06-10 |
| 📈 Pro sports franchise valuations have not peaked | ▲ LONG | primary | HALF | +8.1% | -11.2 | 2025-10-03 |
The tape — what was actually said
every capture on any idea holding MSGS, newest first · quotes verbatim, timestamps deep-link into the episode
Mark Cuban
support ×2
▲ on
📈 Pro sports franchise valuations have not peaked
E198 · 2024-10-03
▶ 1:33:15
I don't think they've peaked yet because it for the reasons I just mentioned, if we're able to build a Venetian type casino, and Dallas with an American Airlines Center in the middle of it, the valuation is $20 billion.
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.