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

2resolved → 0open claims → 2supported → 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

Sandler: Passive equity market share has risen to 60%

“We just went from 25% passive, I think at that time it was probably 50. Now it's 60.”

Ricky Sandler Oct 28, 2024 ▶ 35:21 Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)

Assertion Supported

Sandler: Single-stock to index volatility ratio is at historically high levels

“The ratio of stock vol to index vol is at very high levels relative to history, and so that creates this challenge on the short side where these movements are not necessarily based on bottoms up fundamentals.”

Ricky Sandler Oct 28, 2024 ▶ 43:50 Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)

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The Ledger

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