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

Prediction Held up
Graña: Brazil's incumbent president will likely lose to Lula next year
“And next year, it looks like the incumbent president, based on all the latest polls, would likely lose to Lula, former president of Brazil.”
Daniel Graña Sep 30, 2021 ▶ 43:08 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Assertion Partly supported
Graña: EM Value Outperformed Pre-2008, but Growth Led Post-2008
“You have to consider that before Value outperformed growth on average six out of seven years in emerging markets, but post 2008 growth, I think has outperformed nine out of 11 years.”
Daniel Graña Sep 30, 2021 ▶ 22:17 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Assertion Partly supported
Graña: State Enterprises Make Up Roughly 75% of Vietnam's Stock Market
“About three quarters of the Vietnamese stock market, maybe a little less now, are state-owned enterprises, which again, we struggle with from a governance perspective. And then of the remaining balance in Vietnam, many of those have hit their foreign ownership…”
Daniel Graña Sep 30, 2021 ▶ 44:48 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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