+0.0
net board stance
what this means
7.86
+2.1% · close 2026-11-06
-24% / -43% / -48%
1m / 3m / 12m
-68%
vs SPY since 2025-08-01
2%
of 52w range · -50.6% off high
1/1
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 E126 · silent for 163 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 OTLY
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average vs SPY +51.2. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 The health halo on processed 'better-for-you' food is a scam | ▼ SHORT | primary | RIGHT | +61.5% | +51.2 | 2023-08-26 |
The tape — what was actually said
every capture on any idea holding OTLY, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
📈 The health halo on processed 'better-for-you' food is a scam
E126 · 2023-04-28
▶ 50:49
So the way that Beyond and Impossible and others have tried to make it taste good for people is they've added a lot of, you know, saturated fats, which is a way to drive the mouth feel and make it taste good.
Chamath
support ×2
▼ on
📈 The health halo on processed 'better-for-you' food is a scam
E101 · 2022-10-22
▶ 1:32:42
Which is disgusting. And I find out that is now their default. And I said, there's a lot of normal people that don't want to ingest that chemical spew into their body.
Friedberg
oppose ×1
▼ on
📈 The health halo on processed 'better-for-you' food is a scam
E93 · 2022-08-26
▶ 1:22:21
Guys, I can also tell you the chemical name for every chemical that's in milk, which is like everything around us is chemicals.
Chamath
support ×1
▼ on
📈 The health halo on processed 'better-for-you' food is a scam
E93 · 2022-08-26
▶ 1:21:55
Well, this is why I think there is a little bit of a scam being run on people who want to be healthy. Like, for example, have you guys looked at the ingredient list on Oatly? You know, everybody loves oat milk, but have you looked at the ingredient list?