Insights
What the besties' calls reveal
Patterns mined from every call in the catalog — what has historically mattered, and where the besties stand right now. Tap any stat to see the calls behind it.
🤝The Consensus Meter
consensus +0.0ppHow calls two or more besties share have done versus solo calls.
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Consensus = two or more besties landing the same way on a name; a solo call is one only a single bestie made. Alpha is how much it beat the S&P over the same stretch; the returns below run from the besties' first call on the name. This compares the names they currently hold, not a full historical record.
Among the names they currently hold, agreement is worth +0.0pp more alpha than going it alone.
Where the besties agree today
13 names two or more besties are bullish on right now.
🎯The Conviction Signal
high: +26.6ppHow hard they commit predicts how the call pays off.
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How much each call beat the S&P, sorted by how hard the bestie committed — high (said plainly), medium (qualified), or low (a hedged aside, never counted). Turns out the hedged ones are usually the ones to fade.
🔄The Flip Tracker
23 reversalsWho's changed their mind — tap a host to replay every reversal.
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A flip is a host going from bull to bear (or back) on the same company — only their real, committed takes count, not the mixed or neutral moments in between. Click a name to replay the whole journey on its price chart.
By host
Tap a bestie to see every name they reversed on.
NvidiaNVDA
BearishJan '25→BullishFeb '25→BearishApr '25→BullishDec '25
3× flips+98.1%OpenAIBullishMay '24→BearishJun '24→BullishAug '25
2× flipsGoogleGOOGLBullishMay '24→BearishMay '25→BullishJun '25
2× flips+111.8%SalesforceCRMBearishMay '24→BullishMay '26
1× flip-30.3%AnthropicBearishMar '26→BullishMar '26
1× flipIPO marketIPOBearishNov '24→BullishJan '26
1× flip+30.0%Chamath's full track record →⚔️Open Duels
3 liveNames the besties are split on — and who's winning so far.
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A duel is a name some besties are bullish on while others are bearish. Whoever the stock has gone toward since they split takes the lead — up for the bulls, down for the bears, with a tiny ±2% dead zone called a push.