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

Disclosure
Wyden: ADW focuses on rehabilitating fixable 'scratch and dent' assets
“When you think about what we do, our business model is scratch and debt inventory. We want to find the Porsche that's sitting in the garage, and we want to go and replace the tires and give it a car wash, and then we're going to drive it really, really hard. T…”
Adam Wyden Sep 22, 2022 ▶ 21:27 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Disclosure
Wyden: ADW's biggest mistake was overstaying and resizing Fiat post-spin
“Overstaying our welcome in Fiat and resizing the position post spin.”
Adam Wyden Sep 22, 2022 ▶ 31:19 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
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