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
Grantham: Pre-revenue QuantumScape was briefly worth more than General Motors in 2020
“It exploded to a 131 by the end of twenty-twenty. For a second was worth more than General Motors. Years away from having any sales.”
Jeremy Grantham Mar 23, 2026 ▶ 42:25 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Assertion Supported
Mauboussin: GM and GE remain top 20 lifetime wealth creators
“For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also includes things you might n…”
Michael Mauboussin Feb 19, 2024 ▶ 36:44 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Assertion Supported
Howard Hughes Medical Institute's committee included Yale's David Swensen
“Here we had a very select number, maybe three folks on the investment committee. Folks that, Ted, you know, and David Swenson, who was there from Yale. We had the CIO from General Motors and the former CIO at IBM.”
Wayne Wicker Mar 19, 2018 ▶ 17:30 Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
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