-3.9
net board stance
what this means
416.13
-1.5% · close 2026-11-06
+8% / +1% / +4%
1m / 3m / 12m
+16%
vs SPY since 2026-03-27
84%
of 52w range · -4.7% off high
—
hit rate as primary
Where All-In Alpha stands — 1 live idea
| idea | call | play | conviction | contributes | moved yet? | scored in |
|---|---|---|---|---|---|---|
| 📈 Brands go to zero — pricing power erodes POD DISAGREES | ▼ SHORT | adjacent ×0.5 | 7.9 | -3.9 | — | 140d |
Where the winds are blowing
NET BOARD STANCE, LAST 31 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 E289 · silent for 7 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
What resolves next
scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone 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
I mean, their job was marketing, right? And they're actually like marketing images that are so contrary to what the brand was about.
I think that's the opposite of what Nike's focused on, because they shifted from product to narrative, and it was all about what's the narrative that we think the audience wants to hear.
You're not going to buy the clothes of a brand that you don't aspire to be like by wearing those clothes or wearing those shoes.
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.