The Ledger

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why aren't all 1 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 Supported
The cheapest decile of price-to-book stocks averages sub-$400M market cap
“And I think for value, if you just rank by price to book, the average market cap of the cheapest decile is going to be less than four hundred million dollars.”
Dan Rasmussen Feb 17, 2020 ▶ 38:46 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
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