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.

2statements match

1resolved → 0open claims → 1supported → 0contradicted →

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 Supported

Wolfe: Almost Every Stock in ARK Invest Is in Bear Market

“When you look at, like, ARK Invest as one proxy of this, or the Russell 2000, I think all but four or five names in her portfolio, at Cathie Wood's portfolio, are in bear market territory, somewhere between 20% down and 65 or 70% down.”

Josh Wolfe Feb 21, 2022 ▶ 11:13 Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)

Disclosure

Boehly: Eldridge provided financing to assist ARK Invest's equity buyout

“We helped ARK buy out their equity, so we have a financing relationship with ARK.”

Todd Boehly Nov 22, 2021 ▶ 23:52 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)

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