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net board stance
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—
hit rate as primary
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Where the winds are blowing
NET BOARD STANCE, LAST 47 EPISODES —
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PRICE VS SPY OVER THE SAME WINDOW, % — did the
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Track record on PGRE
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| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 San Francisco's governance flip turns the city around | ▲ LONG | adjacent | PARTIAL | +12.6% | -3.0 | 2025-11-16 |
The tape — what was actually said
every capture on any idea holding PGRE, newest first · quotes verbatim, timestamps deep-link into the episode
MA
Mark Pincus
support ×2
▲ on
📈 San Francisco's governance flip turns the city around
E211 · 2025-01-18
▶ 53:11
I think it's great that Daniel Lurie is mayor of San Francisco, and he's putting smart people around him. And they're trying to rethink, first some attacking these core problems, but also how do we make San Francisco fun again? So I love things like congestion pricing. I think now is the time to try every new innovation that you ever thought of and see what sticks
Chamath
oppose ×3
▲ on
📈 San Francisco's governance flip turns the city around
E211 · 2025-01-18
▶ 57:26
I just think that the city is very poorly managed. And just the quality of many cities are poorly managed. And I think that there's a common through line in these poorly managed cities. All the things that you say, there's no will to do. There's no will to keep crime at bay. There's no will to make usable spaces for people. There's no will to invest in the arts. So what do you expect, right? There's more money collected by these cities, but there's just more total grift, corruption and waste.
Friedberg
support ×2
▲ on
📈 San Francisco's governance flip turns the city around
E204 · 2024-11-16
▶ 57:37
And this budget needs to get put under control. San Francisco spends 1.5x per capita of what New York City spends. And that's something that Daniel and his team have said they're going to address sort of like their own doge. And there's a team going in there to address this. So I'm really bullish on what's going to happen with the city.
Sacks
support ×2
▲ on
📈 San Francisco's governance flip turns the city around
E204 · 2024-11-16
▶ 57:03
I'm bullish on the San Francisco turnaround because I think Daniel Lurie getting elected mayor was huge. And this doesn't get really as much attention, but it's very important.