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

Assertion Supported
Tian: Highly profitable Alibaba is losing market share to competitors.
“Alibaba is a classic, or we just want to be Like the platform in the middle make huge margins, and they are the most profitable e-commerce company arguably in the world, but they're losing market share versus all of these other competitors that are out there.”
Mike Tian Sep 6, 2021 ▶ 28:21 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Assertion Partly supported
Green: Eastern Advisors bought Goldman Sachs's Alibaba stake in 2004
“We were early investors in Alibaba. We bought out Goldman Steak in in 2004 when I launched the fund.”
Mitchell Green Jan 27, 2025 ▶ 14:27 Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
Assertion Contradicted
Ou: GGV's first fund was a Series A investor in Alibaba
“The drivers for first GGV fund, for example, they were a series A investor in Alibaba.”
Bruce Ou Oct 30, 2023 ▶ 36:37 Bruce Ou – Private Market Investing at GroveStreet (EP.347)
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