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 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
Sanford C. Bernstein trailed the market by 2,000 basis points in 1990
“Bernstein, this was in in 1990, was facing terrible headwinds from the markets. 9090 was a really difficult year for most active managers, but especially if you were a value investor, the numbers looked horrible for Bernstein as a firm. It was you know, it was…”
Seth Masters Jan 29, 2018 ▶ 21:07 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Assertion Supported
Sanford Bernstein was the first firm to uniformly use dividend discount models
“Bernstein, and it sounds unbelievably naive today, but they were kind of the first firm to uniformly use a DDM, a dividend discount model.”
Steve Galbraith Apr 13, 2017 ▶ 37:49 Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
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