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

Insight
Frerichs: 3G Capital's Zero-Based Budgeting Model Only Works with Acquisitions
“The first one is that sort of the InBev style, which was the three G capital InBev zero based budgeting operating style. It only works when you have things to buy. Some degree, these guys got too successful. They bought everything. There was nothing left to bu…”
Anson Frerichs Feb 21, 2025 ▶ 4:38 Ex-Bud Light President: The Truth Behind the Brand’s Collapse · Joe Lonsdale
Assertion Not checkable as stated
Frerichs: Anheuser-Busch Vetoed Black Rifle Coffee Deal as Too Controversial
“I tried to do a partnership with Black Rifle Coffee Company when I was at Anheuser-Busch. This made all the sense in the world. I mean, the guy who's drinking a six pack of Budweiser at night is a lot of times drinking Black Rifle Coffee in the morning. And, b…”
Anson Frerichs Feb 21, 2025 ▶ 21:34 Ex-Bud Light President: The Truth Behind the Brand’s Collapse · Joe Lonsdale
Assertion Contradicted
Frerichs: Bud Light Backlash Erased $40 Billion in Market Cap
“The company lost millions of customers, billions of dollars of shareholder value, and forty billion dollars have been erased since this happened. Thousands of people have lost their jobs. They work with tons of independent distributors, family owned distributo…”
Anson Frerichs Feb 21, 2025 ▶ 24:28 Ex-Bud Light President: The Truth Behind the Brand’s Collapse · Joe Lonsdale
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