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 7 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
Cohen: US YouTube connected TV watch time now exceeds Netflix
“One of our very interesting stats I've noticed more recently was, so in the US, more hours are consumed of YouTube on connected TVs than Netflix.”
Cohen: Owning Theatre Royal Haymarket real estate protects against zero-valuation downside
“I mean, it's certainly true in a theater because you own the real estate. So as a minimum, you've got, you know, it's a grade one. We own the Len owns the theater or Haymarket. It's a grade one listed building. It's been on that site for 300 years. It's prime …”
Cohen: Data shows young people are lonelier than older demographics
“The data around, you know, young people are actually lonelier than old people.”
Cohen: Financing a West End show costs four times less than Broadway
“The cost of financing a play or a musical in the West, London, the West End, could be four times less than financing on Broadway.”
Cohen predicts streaming platforms will undergo market consolidation due to subscription fatigue
“Not all of these platforms are going to survive. There's just too many, you know, you've got to have too many subscriptions. It's too much for people. It's too expensive. It's too confusing. So I think you're gonna see consolidation there, which is in the inte…”