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 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

Insight
Markets Double-Count Bad News During Corporate Scandals Like Volkswagen
“The stock sells off to 90, 95 euros a share from a 160, and the worst fears of what kind of fines they would end up having to pay turn out to be true. But by the time they wrote the checks, the stock's back to one 45, one 51 55. People double and triple count …”
Drew Dickson Nov 25, 2019 ▶ 34:08 Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
What-if
Enright: Viking's 2008 Returns Suppressed by the Volkswagen Short Squeeze
“I saw this firsthand in 2008, we were up in a way we're up in equities and we would have been up a lot in equities if you strip out the Volkswagen effect. Cause we got caught up in that just like everybody else.”
Paul Enright Aug 15, 2022 ▶ 42:48 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
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