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

Assertion Supported
Sloane: GSP Scaled Burger King Franchise to 1,100 Units and $1B+ Exit
“We first invested in a 23 unit Burger King franchisee business that was based in the Garnett Street train station in Henderson, North Carolina. They gave us this shot. We were successful with that business that allowed us to grow. We ultimately got to 1100 fra…”
Alex Sloane Apr 27, 2026 ▶ 8:37 Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Assertion Supported
Perelman: Deborah Derby grew portfolio earnings from $60M to $150M before exit
“Fortunately, we were able to bring in a new CEO, Deborah Derby, who's now the CEO of one of our businesses. She took earnings in that business from a trough of sixty million a year at year-end, twenty-twenty-two, to when we sold the business a year and a half …”
Matt Perelman Apr 27, 2026 ▶ 20:33 Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Assertion Supported
Perelman: GSP's Burger King Reverse Merger Plunged to $0.98 During COVID
“When we took the business public, it was May of 19, and we reverse merged our 220 unit Burger King and Popeyes business into a larger Burger King business and became the largest shareholders of that company. The day we did the deal, we merged in at 8:35 a shar…”
Matt Perelman Apr 27, 2026 ▶ 19:21 Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
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