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.

clear all ✕

why aren't all 2 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

Insight
Mario Schlosser: Sell-side analyst price targets provide virtually no predictive value
“At Bridgewater, we always saw that analysts' price targets lag stock market changes. So the market moves first, and then analysts move afterwards, and move prices up and down. You just see this throughout history, ok? There is no, almost no information in anal…”
Mario Schlosser Apr 5, 2024 ▶ 18:52 Mario Schlosser: "How to Deal with a 94% Decline in Market Cap" | E1136 · 20VC with Harry Stebbings
Insight
Niparko: Sharper decisions come from understanding mental models, not debating opinions
“In the workplace, people are often talking about and debating opinions, right? So, like, Harry believes option A is the best option, I believe option B, and we're going to debate option A versus option B to figure out which one is superior, but I actually thin…”
Kevin Niparko Sep 29, 2023 ▶ 3:10 Kevin Niparko: Big Mistakes Founders Make When Hiring Product Teams | E1066 · 20VC with Harry Stebbings
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