+0.0
net board stance
what this means
1148.95
-1.1% · close 2026-09-08
-6% / -9% / -11%
1m / 3m / 12m
-41%
vs SPY since 2024-01-19
5%
of 52w range · -20.8% off high
1/1
hit rate as primary · α +8
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 TDG
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average α +8.4. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Regulatory certification makes sole-source aerospace suppliers pricing-power machines | ▲ LONG | primary | HIT | +33.8% | +8.4 | 2025-01-19 |
The tape — what was actually said
every capture on any idea holding TDG, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
📈 Regulatory certification makes sole-source aerospace suppliers pricing-power machines
E162 · 2024-01-19
▶ 28:56
The cost to get approval to make and sell these parts is so high that it makes it prohibitive for startups to come in and compete in this marketplace. And now that they're a preferred supplier and they get these single contracts where there's no competition to be a supplier, they can raise the price every year.