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.
why aren't all 11 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
Jain: Altria outperformed Meta, Microsoft, and Amazon over the past five years
“Cigarette volume has been declining at seven, eight percent in US. And guess what, last five years? Altria has outperformed Mera. I think now Microsoft and Amazon last five years.”
Corre: Microsoft's acquisition of Activision will get completed
“And it's still not done, but we feel pretty good that it's going to get done.”
Mid-level engineers at Microsoft are making $1 million in total compensation
“I was just on a call where somebody was talking about mid-level, not even senior engineers at Microsoft are making a million dollars.”
Thomas Reardon single-handedly coded Internet Explorer and was Bill Gates's right-hand
“While he's at Microsoft, he single-handedly codes Internet Explorer, which we've all used, and he's also Bill's right-hand guy during the entire DOJ Monopoly trial.”
Microsoft's five-year stock growth was driven predominantly by earnings
“But then if you take something like Microsoft, for example, it's seen some multiple expansion, but the predominant driver of the exceptional stock price in Microsoft for the last five years has been earnings.”
Dixon: Microsoft did not miss mobile phones and had good devices in the 2000s
“People say windows, Microsoft missed mobile phones. They didn't miss mobile phones at all. They had mobile phones in the late nineties. They had very good ones in the early 2000.”
Morfit: Microsoft still uses ValueAct's executive compensation design
“I looked back at the Microsoft proxy this year, and I was really pleased to see that the basic architecture of what we designed over a decade ago is still in place.”
Morfit: Microsoft traded at eight times earnings in 2013
“So the PC legacy of the company was not what was going to take it forward, and the stock was trading at about eight times earnings.”
Active ETF Structures Defer Capital Gains Taxes for Fund Investors
“The brilliance of the ETF structure led by Vanguard is create a structure that we can own Microsoft. We don't, but we can own Microsoft and Toga. It can double. We could sell Microsoft and the owners of Toga won't pay the capital gains tax until they sell thei…”
Vieth: Overhaul tracks high-value cargo for Apple, Dell, and Pfizer
“Their customers are, I think, high-value goods. So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're Tracking and monitoring the environment of this high value cargo from beginning point to end point.”