+0.0
net board stance
what this means
105.41
-0.7% · close 2026-11-06
+13% / +0% / +32%
1m / 3m / 12m
+5%
vs SPY since 2025-08-01
85%
of 52w range · -3.9% off high
0/1
hit rate as primary · vs SPY -16
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 E201 · silent for 94 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 SBUX
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -15.5. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Starbucks is a sugar company - GLP-1s and sugar awareness are the real problem | ▼ SHORT | primary | WRONG | +2.0% | -15.5 | 2025-08-16 |
The tape — what was actually said
every capture on any idea holding SBUX, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×2
▼ on
📈 Starbucks is a sugar company - GLP-1s and sugar awareness are the real problem
E201 · 2024-10-25
▶ 1:27:04
maybe the sugary drinks maybe will fall out of fashion
Chamath
support ×3
▼ on
📈 Starbucks is a sugar company - GLP-1s and sugar awareness are the real problem
E201 · 2024-10-25
▶ 1:25:16
if you start to graph the adoption of GLP-1s pervasively in America to the drop in same store sales
Friedberg
support ×2
▼ on
📈 Starbucks is a sugar company - GLP-1s and sugar awareness are the real problem
E201 · 2024-10-25
▶ 1:22:19
Starbucks has expanded their menu, as Chamath has pointed out, to becoming a seller of sugar
Friedberg
support ×2
▼ on
📈 Starbucks is a sugar company - GLP-1s and sugar awareness are the real problem
E192 · 2024-08-16
▶ 39:02
My question is just more, what does a company that's selling a product that people are learning is worse and worse for them? What do they do? They have to embrace a different alternative, but I think it can be very hard because it may be so disruptive to the core product that they sell.
Chamath
support ×3
▼ on
📈 Starbucks is a sugar company - GLP-1s and sugar awareness are the real problem
E192 · 2024-08-16
▶ 34:04
So, the real issue is that more consumers, as they question the repercussions of consuming a lot of sugar, what will they do? As more consumers get on GLP-1s, what will they do?