Signals
What the table is telling you
Patterns mined from every take in the catalog — what historically mattered, and where the besties stand right now.
🤝The Consensus Meter
When two or more besties agree, history says pay attention.
Calls where 2+ besties agreed
+56.7pp
mean alpha vs S&P · 9 calls
Solo calls
+14.6pp
mean alpha vs S&P · 20 calls
Where the table agrees today
Two or more besties currently bullish (medium+ conviction). Return shown is since the table's first call on the name.
🎯The Conviction Signal
How hard they commit predicts how the call goes.
high
+38.4ppn=9
medium
+22.8ppn=20
low
—n=0
Mean alpha vs the S&P of index positions, bucketed by the strongest conviction any bestie showed on the bull case. Hedged calls have historically been the ones to fade.
🔄The Flip Tracker
Full bull↔bear reversals, by host and by name.
⚔️Open Duels
Names where the table is actively split — and who's winning.