+0.0
net board stance
what this means
17.95
-1.2% · close 2026-09-08
+3% / +1% / +4%
1m / 3m / 12m
-73%
vs SPY since 2022-07-22
47%
of 52w range · -9.3% off high
0/1
hit rate as primary · α -17
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 47 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 VNM
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -16.6. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🌍 Factory exodus from China to Vietnam and India as Chinese wages hit $6/hr | ▲ LONG | primary | MISS | -0.3% | -16.6 | 2023-07-22 |
The tape — what was actually said
every capture on any idea holding VNM, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🌍 Factory exodus from China to Vietnam and India as Chinese wages hit $6/hr
E107 · 2022-12-10
▶ 53:40
And then you look at other countries like Nigeria or India, who are in, you know, at the beginning of what could be a multi-decade boom, because you have 20-year-olds that will be entering the workforce, you know, they'll effectively work for less than their older counterparts, right? So then there'll be an incentive then to bring work on shore into those countries.
Friedberg
oppose ×2
▲ on
🌍 Factory exodus from China to Vietnam and India as Chinese wages hit $6/hr
E88 · 2022-07-22
▶ 1:09:05
China's not going to just lose their manufacturing edge. They're not just going to say, hey, we give up, let everyone go to Vietnam. They're going to try and upgrade the capability of those factories
Jason
support ×2
▲ on
🌍 Factory exodus from China to Vietnam and India as Chinese wages hit $6/hr
E88 · 2022-07-22
▶ 1:08:44
And that's why you're seeing a lot of folks, I don't know if you're seeing it in your portfolios, but we've seen a lot of folks looking at India, Vietnam, and moving factories there, and obviously Japan has been incentivizing people to move out of it.