The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Ariel Cohen Predicts Business Travel Will Rebound Stronger Post-COVID
“I have strong belief that people, once it is done, will get back to travel, to business travel, even in a stronger way.”
Cohen: Netflix, Heineken, and Adobe signed with Navan during COVID lockdowns
“Our biggest customers would sign up with us, like, customers like Netflix, Heineken, Adobe, sign with us on these times where people were not traveling because, again, change management, The easy thing to do at that time.”
Cohen: Public travel competitors operate at 50-55% margins versus Navan's 75%
“You're talking about 50, 55% gross margins compared to 75 today.”
Cohen: Unmanaged corporate travel is larger than the managed market
“There is the managed side, you know, Amex and Concare. There is the non-managed. Everybody that are doing whatever they want to. It's actually a bigger market, and we think that we have an opportunity and the right to win in both markets, and that's what matte…”