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 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
Grimm: Lockheed Martin spent 4x more on buybacks than R&D in 2023
“Like last year alone, Lockheed Martin, the twenty-twenty-three numbers, Lockheed Martin spent six billion dollars on stock buybacks. They only spent 1.5 billion dollars on IRAD, which is called internal R&D. Their own at risk funding of research and developmen…”
Matt Grimm Nov 11, 2024 ▶ 28:29 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Assertion Partly supported
Grimm: Northrop Grumman stock returned over 20% annually for 15 years
“Northrop Grumman over the last 15 years has had a total compounded annual shareholder return of just over 20%. Lockheed and Boeing are just behind them at about 15%. The S&P 500 over the exact same time period has an 11.6% total compounded annual return.”
Matt Grimm Nov 11, 2024 ▶ 26:52 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Assertion Supported
Boyle: In 2017, No Silicon Valley Startup Competed With Defense Incumbents
“There are very few companies, and particularly in 2017, when Andrew was founded, there wasn't anyone in Silicon Valley building a new defense contractor that wanted to compete with Raytheon and Lockheed Martin.”
Katherine Boyle Oct 1, 2020 ▶ 17:06 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
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