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.
why aren't all 4 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
Friedberg: The Production Board halts new investing to pivot entirely to Ohalo
“I'm not doing any new investing. Actually, a lot of folks moved into Ohalo or moved out to stop doing new investing, and then slowly we're kind of, as we have a liquidity event, we'll do a distribution, but the goal is for TPB To end up being a holding company…”
Friedberg: Half of recent IPOs trade at 0.2x total capital burned
“627 IPOs since 2020. More than half of them are basically half of them are trading at less at .2 times the total cash they've burned. So there, you know, you can kind of look at total lifetime capital burned by these companies in the retained earnings line on …”