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 2 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

Assertion Partly supported
Gurley: Hims & Hers and SoFi prove smaller public tech companies can thrive
“Like even in the SPAC space, look at him and hers, or look at SoFi, Anthony Noto, like they, they've actually done well over the past six months, like numbers up and to the right, stock up and to the right, and much smaller than Instacart, so it is doable.”
Bill Gurley Apr 18, 2024 ▶ 14:51 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Assertion Supported
Gerstner: McDonald's, Nike, Lululemon, SoFi, Walgreens, Papa John's Hit 52-Week Lows
“If you look at consumer stocks from McDonald's to Nike to Lululemon, SoFi, Walgreens, Papa John's, just in the last week, they all hit 52 week lows, right?”
Brad Gerstner Jul 11, 2024 ▶ 11:03 Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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