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

Disclosure
Corre: Governors Lane is buying mispriced Bausch + Lomb debt
“We're participating in the transaction that Bausch and Loma's doing. We think the rating is lower than it should be. It's rated B-one, in part because they have this dynamic with their old parent Valiant, or what is now called Bausch. We think the pricing is r…”
Isaac Corre Oct 16, 2023 ▶ 36:59 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Assertion Supported
In 2015, 150 hedge funds owned 70 days of Valeant trading volume
“Valiant was at one. Valiant had a 150 or so hedge fund managers, and in aggregate, they represented 7000% of average daily volume. So, 70 days worth of volume was represented by a 150 managers.”
Basil Qunibi Mar 5, 2018 ▶ 38:35 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Assertion Not publicly verifiable
In 2018, Altaba matched Valeant's peak hedge fund crowdedness score
“And I can tell you there's three or four stocks right now that, that are in similar score to value. You know, one of them is the Altaba for sure, which is I think the Yahoo, you know, spin out.”
Basil Qunibi Mar 5, 2018 ▶ 39:15 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
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