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

Disclosure
Sethi: MessageMe team became rare outside shareholders in Telegram
“Part of the asset sale and team acquisition, interestingly enough, was that we ended up selling a small portion of our designs and products to Telegram, and so you see a lot of that today. So we're probably one of the only outside shareholders that own parts o…”
Arjun Sethi Mar 14, 2022 ▶ 21:07 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
What-if
Trigg: Buying Dell and Yahoo over Apple and Google damaged WCM
“We were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google. I mean, those three trades alone would have had, had they been done differently, would have had dramatically different results for that domestic product.”
Mike Trigg Nov 2, 2020 ▶ 20:15 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
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