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 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
Enright: Buying Consensus High-Quality Stocks Like Snowflake Offers Zero Edge
“The more I look at public market quality business investing and saying there's no differentiation there at all. So the idea that somebody is like, I love Snowflake. It's a great business. Like, yeah, who doesn't think Snowflake is a great business? Why is that…”
Baran: InfoMart is probably worth $5B to $7B
“To give you an example, when we started investing in InfoMark, I remember the first day it had a market cap of sixty million dollars. And I couldn't understand for the life of me, like, what is this? It's like a series B round in the valley. This is a profitab…”