+0.0
net board stance
what this means
54.3
-4.0% · close 2026-09-08
+5% / +1% / -46%
1m / 3m / 12m
+458%
vs SPY since 2024-01-26
19%
of 52w range · -47.2% 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 50 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 ROOT
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 |
|---|---|---|---|---|---|---|
| 📈 Fintech is fin, not tech — margins and multiples reckon | ▼ SHORT | adjacent | MISS | -36.3% | -62.6 | 2025-01-26 |
The tape — what was actually said
every capture on any idea holding ROOT, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Fintech is fin, not tech — margins and multiples reckon
E163 · 2024-01-26
▶ 1:18:14
maybe your example of fintech being more fin than tech is a very early sign of what may be happening to the rest of all of these companies that we point to and say, that is a tech company.
Sacks
support ×3
▼ on
📈 Fintech is fin, not tech — margins and multiples reckon
E163 · 2024-01-26
▶ 1:22:30
I think you're right. It is a reckoning. And the reason for that is because FinTech is one of the hottest spaces during the bubble. I have this saying that the hotter they are, the harder they fall.
Friedberg
support ×3
▼ on
📈 Fintech is fin, not tech — margins and multiples reckon
E163 · 2024-01-26
▶ 1:13:12
a lot of, quote, FinTech businesses are looking like Fin businesses without the tech... I think we're in this kind of like realizing the truth, which is that a lot of FinTech businesses are just Fin businesses.