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.

3statements match

3resolved → 0open claims → 1supported → 0contradicted →

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 Partly supported

Johns: Rich Templeton eliminated TI's 40% wireless and Nokia exposure

“When he took the company over, they have 40% of the business geared towards wireless and Nokia was a massive customer, their largest customer, and he bled that down to zero.”

Brinton Johns Nov 3, 2021 ▶ 1:07:31 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

Assertion Partly supported

Johns: Samsung controls 50% of DRAM and one-third of NAND market

“They have 50% of the market share in DRAM and about a third of the market share in NAND.”

Brinton Johns Nov 3, 2021 ▶ 1:15:29 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

Assertion Supported

Johns: Texas Instruments generates higher operating margins than Microsoft

“Who has higher operating margins, Texas Instruments or Microsoft, right? Because I ask it, you know, the answer is, it's TI.”

Brinton Johns Nov 3, 2021 ▶ 1:33:31 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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The Ledger

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