Illustrative wording below—not quotes from a creator.
01
Mention
“Let’s look at Amazon’s latest results.”
The company is discussed. The statement alone does not establish a recommendation or a position.
What this label tells you
A company name can appear in a comparison, a news update, or a discussion of someone else’s views. The surrounding context matters.
02
Named as a pick
“Amazon is one of my stock picks.”
The speaker names the company as a pick. This records a stated preference, without assuming a trade.
What this label tells you
Other labels preserve distinctions such as buying the dip, a conditional view, or a price target. Positive language is not automatically treated as a buy recommendation.
03
Disclosed holding
“I hold Amazon in my portfolio.”
The speaker explicitly says they own a position. The record reflects that disclosure at that time.
What this label tells you
We do not infer ownership from an opinion. We do not know whether a position was later changed unless a subsequent public disclosure says so.
What every label means
We use specific labels to preserve the meaning of a statement — the difference between mentioning a company, naming it as a pick and saying you own it is the whole point of this record. Every quote on the site carries one of these.
- Risk acknowledged
- The speaker names a risk or a way the idea could go wrong, without changing the position.
- Named as a pick
- Put forward as a choice worth considering, without disclosing a position in it.
- Buying the dip
- A fall in the price is treated as the reason to buy, rather than a reason to worry.
- Hold, bullish
- The position is being kept, and the speaker still expects it to do well.
- Disclosed holding
- The speaker says they own it, without describing a new purchase.
- Valuation view
- An estimate of what the business is worth. It is not a trade and not a target price.
- Conditional
- The view holds only if something else happens first — usually the price reaching a level.
- Price target
- A specific price the speaker named, with the horizon if they gave one.
- Top conviction
- Named as the speaker's highest-conviction idea, ahead of everything else they hold.
- Sold / selling
- The speaker says they sold out, or are selling out, of the position entirely.
- Reducing
- Part of the position is being sold; the rest is kept.
- Avoid
- The speaker says to stay away from the stock. No position is implied either way.
- Mention
- The company came up, but nothing was claimed about owning or buying it — often it is about what somebody else is doing.
- Disclosed buy
- The speaker says they bought, and describes the purchase.
- Disclosed sell
- The speaker says they sold, and describes the sale.
- Not buying more
- The position is kept, but nothing more is being added to it.
- Short / hedge
- Opening or holding a bet against the stock: a short, puts, an inverse ETF. Closing a hedge is not this label.
On portfolio pages
Portfolio pages record what was disclosed on camera rather than what was argued, so they use their own set.
- Position
- A holding named on camera, usually with its size.
- Weight
- The share of a portfolio or account that the holding takes up.
- Bought
- A purchase described on camera.
- Sold
- A sale described on camera.
- Trimmed
- Part of a holding sold, the rest kept.
- Added
- More bought of something already held.
- Largest position
- Named as the biggest holding in that account.
- Cost basis
- The price originally paid for the holding.
- Gain / loss
- The profit or loss on a holding, as stated on camera.
- Not holding
- The speaker says they do not own it.
- Hedge
- Protection against a holding, rather than a new position.
- Allocation
- How a portfolio is split up, rather than a single holding.
- Options trade
- An options trade described on camera, such as selling puts or covered calls — not a share position.
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