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

CEO pedigree and elite education do not predict stock returns

“Turns out that going to business school empirically does not mean that your stock price does better. Turns out working at an investment bank or top tier consulting firm has no impact on the stock price of the company that you run. Turns out that your track rec…”

Dan Rasmussen Feb 17, 2020 ▶ 35:03 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

Assertion Supported

Middle-tier high-yield bonds deliver the highest expected credit returns

“And the long-term empirical research actually finds that that stuff, the sort of Goldilocks of the bond market, does better. That it actually has the highest expected returns.”

Dan Rasmussen Feb 17, 2020 ▶ 44:46 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

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The Ledger

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