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.

2statements match

2resolved → 0open claims → 1supported → 1contradicted →

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

Prediction Didn’t hold up

Geremia: ESG will cease to be an investment term within three years

“The most exciting to me is that ESG will go away. It will not be an investment term in three years, and it has nothing to do with it not being super important.”

Carol Geremia Dec 15, 2022 ▶ 36:42 Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)

Assertion Supported

Geremia: MFS stock holding duration is 3-4x the industry average

“When you even look at the average holding of a stock inside our portfolios, it's three to four times the industry average.”

Carol Geremia Dec 15, 2022 ▶ 19:15 Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)

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The Ledger

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