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.
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
WEG Can Deliver 25% to 30% Annual IRR at Current Multiple
“It's been a great performer, but we see a 25, 30% IRR per year at the current multiple.”
Brazil's Largest Pharmacy Chain Is Out-Opening All Competitors Combined
“The largest drugstore and pharmacies, let's say chain in Brazil, they're opening this year more pharmacies than the combined number of their competitors.”
Holdings Fell 30% While Earnings Expectations Rose 5% to 8%
“When we look at our businesses, in the last six months, on average, the companies fell 30% from the peak. Some fell 40, some fell 15, But on average, 30. When you look at earnings expectations, they are, after the third quarter earnings, they were up five to e…”