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

Disclosure
Cohen: Applying Chewy's playbook to GameStop was a 'really stupid' mistake
“I went in and I had this bias from Chewy, which is basically like everything that I learned at Chewy, I was going to apply to GameStop. And it took me about, I don't know, maybe Just over a year to realize that was really, really stupid.”
Ryan Cohen Jun 23, 2026 ▶ 19:44 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
What-if
Ryan Cohen: Chewy could have been profitable sooner with less marketing spend
“It could have been a five hundred million dollar business. It could have been a hundred million dollar business. It could have been profitable if we would have spent a lot less money on marketing, but life is too short to do it small.”
Ryan Cohen Jun 23, 2026 ▶ 27:45 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Assertion Supported
Ryan Cohen: Chewy reached billions in revenue with negative working capital
“And we had negative working capital, and so it was a business that was able to get billions of dollars in revenue and not consume a lot of capital.”
Ryan Cohen Jun 23, 2026 ▶ 3:58 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
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