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
Crowdsourced research models fail in oncology due to extreme sub-specialization
“Yeah, so we tried to have along the same lines as the Value Investor Club, almost set up identically where cancer researchers were actually posting their ideas, their research on the site, and it turned out that it's a very technical field. Even if you're a ca…”
Joel Greenblatt Nov 23, 2020 ▶ 1:06:12 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Disclosure
Value Investors Club has 500 members and a 3% acceptance rate
“And so we still to this day, I think there's probably about 500 investors. It's probably two or three percent of people who submit an idea get in, and it's very hard to get in”
Joel Greenblatt Nov 23, 2020 ▶ 43:31 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Disclosure
Greenblatt: Value Investors Club became an 'American Idol' for seeding hedge fund managers
“It sort of turned into an American Idol for hedge fund managers, where we really discovered some really smart people that I've been able to put money with over time. I don't do that anymore, but when it first got started, that was an unintended consequence tha…”
Joel Greenblatt Nov 23, 2020 ▶ 44:23 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
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