-3.4
net board stance
what this means
406.15
-0.9% · close 2026-09-08
-2% / +14% /
1m / 3m / 12m
+8%
vs SPY since 2026-03-27
51%
of 52w range · -18.5% off high
—
hit rate as primary
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| 📈 Brands go to zero — pricing power erodes | ▼ SHORT | adjacent ×0.5 | 6.8 | -3.4 | — | 198d |
Where the winds are blowing
NET BOARD STANCE, LAST 23 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
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
The tape — what was actually said
every capture on any idea holding RACE, newest first · quotes verbatim, timestamps deep-link into the episode
If I had to bet, I'm going to bet that brands go to zero. ... people want that abundance more than they want an affiliation to a brand. ... what this shows is an erosion of pricing power. All of these things are being eroded away.