+0.0
net board stance
what this means
66.32
+1.9% · close 2026-09-08
+4% / +8% / +62%
1m / 3m / 12m
-42%
vs SPY since 2023-01-20
93%
of 52w range · -3.0% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 44 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on PICK
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🛢️ Under-surveyed resource geographies reprice as supply chains route around China | ▲ LONG | adjacent | PARTIAL | +16.4% | -7.3 | 2024-01-20 |
The tape — what was actually said
every capture on any idea holding PICK, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🛢️ Under-surveyed resource geographies reprice as supply chains route around China
E144 · 2023-09-01
▶ 54:08
India GDP is going to be 7% a year. They're off to the races. They're on a rocket ship. They're doing everything right.
Chamath
support ×3
▲ on
🛢️ Under-surveyed resource geographies reprice as supply chains route around China
E112 · 2023-01-20
▶ 47:33
I am investing a lot of money in those places that control the natural resources that are poorly understood, meaning, there are places like India where our geological survey capacity is relatively naive.