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 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

Opinion
Morfit: Dot-com era Wall Street research relied on executive hero worship
“I looked around and I saw a system that was built on hero worship. Number one, we used to bring folks like Jeff Skilling of Enron in and have these big town hall meetings, and everybody would ooh and ah about how brilliant he was, and next in would be Hank Gre…”
Mason Morfit Sep 29, 2025 ▶ 9:44 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Disclosure
Boehly: Team advised selling Enron bonds at 90 cents before collapse
“And at the time the Enron bonds were trading right around 88, 90 cents on the dollar, depending on the bond. And we basically made the recommendation to sell the Enron debt, and the CEO of Salmon's at the time said, you guys are wrong.”
Todd Boehly Nov 22, 2021 ▶ 12:32 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
Assertion Contradicted
Davis: There were no utility bankruptcies for 20 years before Enron and PG&E
“So, you know, at that point, I don't think there'd been a utility bankruptcy in two decades and lo and behold, We had Enron. And then we had Pacific Gas and Electric the first time around.”
Tony Davis Jun 29, 2020 ▶ 9:28 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
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