The Ledger

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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

Opinion

Batchelor: GameStop now requires everything to go right to profit

“When we were buying it, almost everything had to go wrong to lose money in GameStop. That's a lot different than today, where almost everything will have to go right to make money.”

Ryan Batchelor Sep 16, 2021 ▶ 41:15 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

Disclosure

Clifford Capital sold GameStop in December 2020, narrowly missing meme rally

“We sold GameStop in December of twenty-twenty. So prior to the excitement with the Reddit army”

Ryan Batchelor Sep 16, 2021 ▶ 37:20 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

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The Ledger

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