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 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
Dan Loeb: NVIDIA is absolutely undervalued based on multi-year earnings
“Yeah, absolutely. On earnings over the next two or three years.”
Loeb: Investors could be economically or technologically illiterate before the GFC
“You could be technologically illiterate or just say, I don't do it. And you could also be even more or less, you know, up until the GFC, I think you could be more or less economically illiterate and make a lot of money.”
Loeb: Identifying 10-to-20-year business moats is harder today than in the past
“And it's, it is harder now. I don't think we can, I don't know that we can really go out, you know, 10 or 20 years ago. By the way, I think we deluded ourselves earlier, because I think if you ask people about the moat around, you know, IBM, or, you know, some…”