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 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

Opinion
Porsche Moving Past the 911 Mirrored Jaguar and Mercedes Trends
“And the Jaguar E-Type had just been replaced. That was the big competitor. It was another sports car that had been replaced by the XJS, which was now a V eight comfortable automatic transmission car. Mercedes-Benz did the same thing with the SL class. It went …”
Doug DeMuro Jun 27, 2023 ▶ 1:28:42 Porsche (with Doug DeMuro) · Acquired
Assertion Supported
Ferrari is worth more than Ford, VW, Stellantis, and Mercedes
“Ford, here's another good one, makes a 160 times the number of cars that Ferrari does, yet Ferrari Has a higher market capitalization. They're worth more than the Ford Motor Company, and Volkswagen, and Honda, and Stellantis, and Mercedes-Benz.”
Ben Gilbert Apr 14, 2026 ▶ 3:43 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
Assertion Partly supported
Mercedes Acquired a Majority Stake in Brawn GP for $200 Million
“So they announced in the off season that they're dumping McLaren, Mercedes is, and buying a 75% majority share in Braun for two hundred million dollars and renaming the team to Mercedes.”
David Rosenthal Mar 5, 2026 ▶ 2:33:59 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
Assertion Supported
Porsche Contract Manufactured the Mercedes-Benz 500 E in Zuffenhausen
“Porsche built a Mercedes Benz, which was called the 500 E. It was a midsize sedan. Mercedes didn't have the capacity or didn't really want to do it.”
Doug DeMuro Jun 27, 2023 ▶ 1:42:24 Porsche (with Doug DeMuro) · Acquired
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
Assertion Supported
Ross Brawn Bought His Team for £1 and Sold It for $200M
“Braun, by the way, who bought the team for a pound and then sold 75% of it for two hundred million dollars.”
Ben Gilbert Mar 5, 2026 ▶ 2:36:06 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
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