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The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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3statements match
1resolved → 0open claims → 1supported → 0contradicted →
CAPITAL ALLOCATORS Assertion Supported
Ayer: Discount Retailer Action Cracked Germany Where Global Peers Failed
“Even the areas like Germany, where no global retailer has had success, they've been able to crack that market.”
Sanjay Ayer Oct 27, 2025 ▶ 27:20 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Ayer: Pre-COVID Decade Lulled Investors Holding Legacy Compounders Like Costco
“We'd been through this ten-plus year period heading into the COVID bull market where backward and forward-looking quality and growth were highly correlated. Effectively, you could just keep owning the same thing and do well. Names like Louis Vuitton, they just…”
Sanjay Ayer Oct 27, 2025 ▶ 9:41 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Ayer: European Retailer Action Will Probably Enter the US Eventually
“They'll probably end up in the U.S. Eventually as well.”
Sanjay Ayer Oct 27, 2025 ▶ 27:25 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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