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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.

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3statements match
3resolved → 0open claims → 3supported → 0contradicted →

why aren't all 3 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

Assertion Supported
Wood: ARK lost under $1 billion in net outflows in 2022
“This year, we haven't even outflowed one billion, you know, out of that seventeen billion.”
Cathie Wood Nov 14, 2022 ▶ 25:37 Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
Assertion Supported
Wood: ARK cut flagship ARKK holdings from 58 to 32 names
“So we've moved our flagship portfolio ARKK from 58 names down to 32, 33 names and we're further consolidating in this risk-off period, but we tend to bottom out in that low thirties range.”
Cathie Wood Nov 14, 2022 ▶ 12:31 Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
Assertion Supported
Wood: ARK Invest generated $17 billion in net inflows in 2021
“So last year, our net flows, now they were front end loaded to be sure they were seventeen billion dollars. That's net. There were redemptions, but we kept seventeen billion of the flows last year.”
Cathie Wood Nov 14, 2022 ▶ 25:19 Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
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