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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Ackman aims to build Howard Hughes from $4B to $1T market cap
“The company's got like a four billion dollar market cap, and the goal is to build it into a trillion dollar thing over time.”
Ackman: I know almost every S&P 500 CEO directly or once removed
“I know pretty much every CEO in the S&P, either directly or one person removed”
Ackman: High-priced niche software companies face severe AI disruption risk
“I think there have been sort of monopolistic type profit taking off of customers. When someone had a kind of a niche software product, they're charging, you know, 30,000 a year or something like this. I think those companies are really at risk.”