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
Gross Margins Across Automakers: BMW 17%, Porsche 29%, Ferrari 48%
“BMW, as we mentioned, 10 times more units of BMW sold than Porsches are down at 17%. In terms of gross margin, so they really aren't marking up much above their cost of goods in order to ship those cars. Mercedes a little bit better at 23%. Porsche is at 29%, …”
Ben Gilbert Jun 27, 2023 ▶ 2:51:20 Porsche (with Doug DeMuro) · Acquired
Opinion
Audi Was an Undesirable, Second-Tier Brand Before Ferdinand Piëch's Turnaround
“At that time, Audi was a joke. Audi was not what it is now. Like, now you view Audi as a legitimate competitor to Mercedes and BMW. Back then, it was more like how, Saab would have been treated like it was a absolute second or third tier brand that no one coul…”
Doug DeMuro Jun 27, 2023 ▶ 1:19:53 Porsche (with Doug DeMuro) · Acquired
Prediction Not checkable as stated
Porsche Will Weather Downturns Better Than BMW but Worse Than Ferrari
“Like, I think they'll fare better than Mercedes and BMW in a downturn, and, like, way worse than Ferrari.”
Ben Gilbert Jun 27, 2023 ▶ 3:07:27 Porsche (with Doug DeMuro) · Acquired
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