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 4 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

What-if
Trigg: Buying Dell and Yahoo over Apple and Google damaged WCM
“We were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google. I mean, those three trades alone would have had, had they been done differently, would have had dramatically different results for that domestic product.”
Mike Trigg Nov 2, 2020 ▶ 20:15 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Assertion Partly supported
Vieth: Overhaul tracks high-value cargo for Apple, Dell, and Pfizer
“Their customers are, I think, high-value goods. So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're Tracking and monitoring the environment of this high value cargo from beginning point to end point.”
Mike Vieth Jan 25, 2024 ▶ 34:04 Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
Assertion Supported
Michael Dell holds massive concentrated public equity exposure to Dell and VMware
“So he's got huge exposure to two big single stock positions. It was one with Dell. They then spun off VMware, which has announced it's merging with Broadcom, but really big public market exposure there.”
Gregg Lemkau Jan 9, 2023 ▶ 37:31 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Assertion Supported
Simkin: Dell options sparked the multiple listing boom
“So there was a case of Dell computer was the first one that Chicago wanted to list options on Dell.”
Todd Simkin Aug 5, 2024 ▶ 13:28 Todd Simkin - Game of Trading at Susquehanna (EP.399)
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