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.

3statements match

3resolved → 0open claims → 1supported → 1contradicted →

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

Assertion Supported

Wyden: I wrote PAR's John Sammon had a 'PhD in value destruction'

“I think it was hard for John Salmon to go and sit face to face with someone who wrote a public letter saying, you have a PhD in value destruction, but actions speak louder than words.”

Adam Wyden Sep 22, 2022 ▶ 17:44 Adam Wyden - ADW Capital (Manager Meetings, EP.37)

Assertion Contradicted

Wyden: Small-caps outperformed large-caps by ~400 bps annually from 1927 to 2010

“From 1927 to 2010, which were the years prior to the launch of these strategies, the small, that's growth and value, outperformed large by about 400 basis points.”

Adam Wyden Sep 22, 2022 ▶ 26:14 Adam Wyden - ADW Capital (Manager Meetings, EP.37)

Assertion Partly supported

Wyden: Large-caps outperformed small-caps by 500–600 bps annually since 2011

“Since we started our strategies in 2011, The S&P or large cap indices have outperformed the small cap indices by 500 or 600 basis points.”

Adam Wyden Sep 22, 2022 ▶ 26:25 Adam Wyden - ADW Capital (Manager Meetings, EP.37)

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The Ledger

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