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
Deckers told Wall Street in 2016 it would prioritize profitability over revenue
“We told the street we're going to pull back on revenue growth, but we're going to improve our profit profile.”
Dave Powers Dec 22, 2023 ▶ 36:25 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Assertion Supported
Dave Powers: Oprah's endorsement triggered 5 years of intense UGG demand
“At that time, yes. Oh yeah. I mean, they were chasing business. It was a freight strain, and they were just trying to keep up for a good five years.”
Dave Powers Dec 22, 2023 ▶ 32:54 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Assertion Supported
Dave Powers: Deckers' best decision was reallocating capital to Hoka and Ugg in 2016
“You know, what myself and the finance leaders at the time did in 16 and 17 would say, actually, no, you don't all need that money. These two things need that money. And we're going to reset. That was the biggest reallocation success that we had.”
Dave Powers Dec 22, 2023 ▶ 56:54 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
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