+0.0
net board stance
what this means
4.42
-1.8% · close 2026-09-08
-3% / -14% / -60%
1m / 3m / 12m
-208%
vs SPY since 2022-10-07
3%
of 52w range · -78.9% 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 45 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 TLRY
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 |
|---|---|---|---|---|---|---|
| 🏛️ Federal cannabis normalization - descheduling plus banking access unlocks the legal market | ▲ LONG | adjacent | MISS | -40.0% | -60.3 | 2023-10-07 |
The tape — what was actually said
every capture on any idea holding TLRY, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×2
▲ on
🏛️ Federal cannabis normalization - descheduling plus banking access unlocks the legal market
E99 · 2022-10-07
▶ 56:48
And this dabbing phenomenon combined with dabbing is like the shards, like this really intense stuff combined with the edibles is really the issue and the labeling of them. So you got to be incredibly careful with this.
Chamath
oppose ×2
▲ on
🏛️ Federal cannabis normalization - descheduling plus banking access unlocks the legal market
E99 · 2022-10-07
▶ 54:38
what I really hope the administration does is it empowers the FDA. If you're going to legalize it, you need to have expectations around what the intensity of these drugs are.
Sacks
support ×2
▲ on
🏛️ Federal cannabis normalization - descheduling plus banking access unlocks the legal market
E99 · 2022-10-07
▶ 51:19
So, companies that are allowed to operate under state laws, like in California, should have access to the banking system, should have access to the payment rails, because right now, the reason why the legal cannabis industry isn't working at all in California is because they can't bank, they can't take payments.