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.

1statements match

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

why aren't all 1 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 Contradicted

Marks: Holding the Nifty Fifty for five years from 1969 wiped out capital

“If you bought the nifty 50 the day I got to work, and if you held it tenaciously for five years, you lost almost all your money in the best companies in America for the main reason that they had been priced too high.”

Howard Marks Aug 30, 2022 ▶ 22:37 Howard Marks & Andrew Marks: Something of Value · Acquired

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The Ledger

Turn any episode into a week of clips.