+0.0
net board stance
what this means
100.89
-1.4% · close 2026-09-08
-2% / -5% / +28%
1m / 3m / 12m
-138%
vs SPY since 2022-09-17
61%
of 52w range · -12.9% 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 UPS
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 |
|---|---|---|---|---|---|---|
| 📈 FedEx's warning is competitive, not macro - Amazon is eating the parcel business | ▼ SHORT | adjacent | MISS | -59.6% | -75.5 | 2023-09-17 |
The tape — what was actually said
every capture on any idea holding UPS, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×1
▼ on
📈 FedEx's warning is competitive, not macro - Amazon is eating the parcel business
E96 · 2022-09-17
▶ 1:09:12
Well, they could be losing market share while still growing because e-commerce is growing so violently in the world.
Chamath
support ×2
▼ on
📈 FedEx's warning is competitive, not macro - Amazon is eating the parcel business
E96 · 2022-09-17
▶ 1:08:32
And to blame a recession is sort of a little bit of hiding the cheese. It's probably fair to say that their lunches get eaten by Amazon. So I could understand why FedEx is under a lot of pressure because of that.
Friedberg
support ×3
▼ on
📈 FedEx's warning is competitive, not macro - Amazon is eating the parcel business
E96 · 2022-09-17
▶ 1:07:14
And I would guess that all three continue to work against them. It's not like they have a lot of diversification in the business and other ways to expand out into. So you've got a key vertically integrated player, namely Amazon, that is investing heavily to replace whatever they use you for.