+0.0
net board stance
what this means
26.88
+1.2% · close 2026-11-06
-16% / -20% / -8%
1m / 3m / 12m
-27%
vs SPY since 2025-08-01
3%
of 52w range · -28.5% 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 E142 · silent for 149 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 PRDO
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 |
|---|---|---|---|---|---|---|
| 🏛️ Loan forgiveness without reform keeps the tuition gravy train running | ▲ LONG | adjacent | RIGHT | +35.2% | +24.9 | 2023-08-26 |
| 🏛️ Free community college squeezes the for-profit colleges | ▼ SHORT | adjacent | RIGHT | +13.0% | +13.2 | 2022-05-01 |
The tape — what was actually said
every capture on any idea holding PRDO, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
🏛️ Loan forgiveness without reform keeps the tuition gravy train running
E142 · 2023-08-18
▶ 32:02
We've given everyone access to an education by giving free student loans out. And those student loans have caused an asset bubble in the price of education.
Sacks
support ×2
▲ on
🏛️ Loan forgiveness without reform keeps the tuition gravy train running
E93 · 2022-08-26
▶ 42:02
it's going to make tuition go up, because the more government subsidizes something, the more those providers have an incentive to raise the cost.
Friedberg
support ×3
▲ on
🏛️ Loan forgiveness without reform keeps the tuition gravy train running
E93 · 2022-08-26
▶ 38:10
the ultimate beneficiary of that bill, while we all might want to say it's the people that are getting debt relief that have taken out these student loans, that money was transferred to somewhere. And you know where it was transferred to? University endowments and the pockets of for-profit educational institutions.
Chamath
support ×2
▲ on
🏛️ Loan forgiveness without reform keeps the tuition gravy train running
E93 · 2022-08-26
▶ 35:12
Then there's the incentives that it creates for colleges, which is, well, I'm just going to keep jacking up tuition because if they did it once, they may do it again.
Chamath
support ×1
▼ on
🏛️ Free community college squeezes the for-profit colleges
E31 · 2021-05-01
▶ 37:40
making community college free. That's a really disruptive idea because it'll put a ton of pressure on for-profit colleges, right, to like get their act together or not.