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 4 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
NYC yellow taxi driver profitability is superior to Uber driver earnings
“The profitability of a yellow taxi driver was superior to that of an Uber driver.”
Andrew Milgram Apr 21, 2022 ▶ 40:17 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Assertion Contradicted
UBS was effectively insolvent before 1998 Swiss Bank merger, says Milgram
“UBS was effectively insolvent and there'd been a shotgun marriage forced by the Swiss national bank.”
Andrew Milgram Apr 21, 2022 ▶ 9:17 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Assertion Supported
US middle market represents 75% of bankruptcies and restructurings
“Meanwhile, the middle market constitutes Roughly a third of US GDP has forty eight million employees. And at the same time, the middle market constitutes about three quarters of all bankruptcies and restructurings.”
Andrew Milgram Apr 21, 2022 ▶ 14:41 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Assertion Supported
Milgram recounts Marblegate's landmark TIA Section 316(b) lawsuit against EDMC
“And we brought EDMC to court, to district court in New York, where the district court ruled in our favor. Now, in fairness, it was appealed and went to the second circuit court where the second circuit broadly read the Section three 16 B and said, we didn't ha…”
Andrew Milgram Apr 21, 2022 ▶ 29:01 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
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