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

Assertion Partly supported
Behring: Popeyes sales tripled after seven years under RBI ownership
“Then you fast forward to today on a company three times as big in sales than what we bought. And again, a function of fast international and domestic expansion or restaurant count and basically launching A boneless product, which is a chicken sandwich.”
Alex Behring May 6, 2024 ▶ 58:09 Classic Deal - Burger King by 3G Capital (EP.384)
Assertion Partly supported
Behring: 3G reduced Burger King's leverage from ~6.5x to under 3x
“We levered, what, quasi seven times, six and a half times off the gates. And we were a few years into this process back to two and change, or three, or not even three.”
Alex Behring May 6, 2024 ▶ 43:18 Classic Deal - Burger King by 3G Capital (EP.384)
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