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 53 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
Link: Amazon trades cheaper than Apple at 32x forward earnings vs 35x
“Well, it is trading cheaper than Apple. It's a 32. Forward and apples at 35 times.”
Link: Apple targets manufacturing one in four iPhones in India
“Tim Cook makes one iPhone for every seven in India, and his goal is to get from one iPhone to every four in India”
Kantrowitz: iPhone drives 52% of Apple's total sales and 68% of products
“The iPhone makes up more than 50% of Apple's total sales. I think it's 52%. This year the iPhone is accounting for 68% of total product sales, right? So the iPhone is 52% of all sales, 68% of Apple product sales, and we're in a moment where in the first three …”
McCullough: Apple's 'Scary Fast' Event Will Focus on M3 Chip
“The fact that they're doing a special event at a special time, and it's called Scary Fast, says to me that they are excited to tell us about the M. And they must have something that they think is significant to tell us about how those chips perform. Now, they'…”