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 5 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

Disclosure
Powers: Nike is Hoka's primary internal target for market share capture
“Well, for Hoka, it's, you know, it's Nike. That's the one that really drives us internally, is, hey, you know, we think that we could take a chunk of their business.”
Dave Powers Dec 22, 2023 ▶ 1:06:33 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Disclosure
Deckers is actively seeking a buyer for Sanuk
“We just announced that we're going to you'll look for a buyer for one of our brands to nook.”
Dave Powers Dec 22, 2023 ▶ 46:51 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Disclosure
Dave Powers: Strava founders had no ambition to be acquired
“You know, I had conversations with the founders there a couple of times not in that context, but just getting to know them and, you know, our brands partnering. And, you know, I know for them, they had really, I don't think they had any ambitions of being acqu…”
Dave Powers Dec 22, 2023 ▶ 48:00 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Disclosure
Powers: Hoka delivers Deckers' highest initial margin, followed by UGG
“Initial margin is Hoka. But UGG is a close second. I mean, they're both very, very healthy in the industry.”
Dave Powers Dec 22, 2023 ▶ 50:10 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Disclosure
Powers: Deckers is developing a loyalty and auto-delivery program for Hoka
“And we need the loyalty program that you can get automatic deliveries or the next big launch earlier or special treatment as a loyalty member. And that's something we're working on.”
Dave Powers Dec 22, 2023 ▶ 53:54 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.