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 → 2supported → 0contradicted →

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

Assertion Supported

Orbis saw under 10% net redemptions in 2008 without using lockups

“The best test case that we have is going back to the GFC in 2008. We don't have lockups, we don't have gates, and we saw less than 10% net redemptions in an environment when the global indices were down 35%.”

Adam Karr Sep 14, 2023 ▶ 15:46 Adam Karr – Extreme Alignment at Orbis (EP.338)

Assertion Supported

Orbis launched its refundable fee strategy in 2004

“We launched the refundable fee strategy in 2004, and it was a multi-year period that we went through that we were Reserving on our balance sheet.”

Adam Karr Sep 14, 2023 ▶ 14:36 Adam Karr – Extreme Alignment at Orbis (EP.338)

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The Ledger

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