+0.0
net board stance
what this means
8.77
-6.8% · close 2026-11-06
+58% / +23% / +15%
1m / 3m / 12m
+6%
vs SPY since 2025-08-01
82%
of 52w range · -9.8% off high
0/1
hit rate as primary · vs SPY -36
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 E89 · silent for 198 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 TDOC
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -36.0. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Telehealth keeps its COVID share gain while e-commerce mean-reverts | ▲ LONG | primary | WRONG | -23.3% | -36.0 | 2023-07-29 |
The tape — what was actually said
every capture on any idea holding TDOC, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
📈 Telehealth keeps its COVID share gain while e-commerce mean-reverts
E89 · 2022-07-29
▶ 23:53
And 36% of patients used a telehealth service in 2021, 420% increase over 2019 And so despite some reversion post-COVID, post lockdowns, there's a significant sticking point that and I think 60% of telehealth patients are women.