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 8 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
Casey: Capital Group avoids investing in companies with overly high margins
“There's a lot of companies I won't invest in because they're not investing enough, right? I'm like, your margins are too high. I don't think you're being aggressive enough about future investments. And if you lowered your margins and it showed some progress on…”
Casey regrets not trimming Meta at $380 before it fell to $90
“The twenty-twenty-two period was rough and, you know, I kinda, my big mistake in twenty-twenty-two was not trimming a lot of stocks at the end of twenty-twenty-one. You know, I looked at Netflix at 6:30 then, and Amazon at one 80, and Facebook at three 80, Fac…”
Capital Group's Mark Casey holds Bitcoin exposure in equity portfolio
“As an equity portfolio manager, there's not too many ways to be involved in Bitcoin in your portfolios, but I have one, and, ah, I'm looking for others.”
Mark Casey: Capital Group is buying AI choke points across chips, clouds, and models
“And then what I'm mostly looking for, where are the choke points right now? And there's a bunch. It's semiconductors and semiconductor capital equipment. There's only a handful of companies that are good at that. There's only three big public clouds. There's o…”
Casey has held Alphabet stock continuously since its 2004 IPO
“I've held Google since the 2004 IPO.”
Casey admits making disastrous investments by confusing fintech growth with moats
“Can be very straightforward for fintech companies to grow a lot but then if they grow a lot and you pay the price of a growing company, but then at the end of it turns out to be much more competitive than you thought, and profit margins are low, that's sort of…”