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 6 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
Tobacco Divestiture Cost Florida $500 Million and California Billions
“One of the consulting firms did an analysis of the impact of tobacco divestiture on public funds. I think Florida's piece of that cost about five hundred million bucks. I think California was a couple of billion.”
Ash Williams Jul 8, 2019 ▶ 24:09 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Assertion Supported
Florida SBA Claims Credit for Reversing Airbnb's Disputed Territories Policy
“We engaged Airbnb. They have done a one 80 on the policy that they were pursuing in the disputed territories. It was announced publicly about two weeks ago.”
Ash Williams Jul 8, 2019 ▶ 1:04:24 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Assertion Contradicted
Florida's $34 Billion Cash Pool Faced 80% Redemptions in 48 Hours
“In about 48 hours, the cash pool of the SBA, which is a, like I said, about a thirty-four billion dollar pool, received redemptions for something on the order of 80% of its assets.”
Ash Williams Jul 8, 2019 ▶ 34:51 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Assertion Partly supported
Florida SBA's 2007 Cash Pool Held Under 3% Illiquid Assets
“The proportion of the illiquid assets was tiny. It was less than three percent. It was not life threatening. It was not really even material to the size of that pool, given a normal liquidity environment.”
Ash Williams Jul 8, 2019 ▶ 35:10 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Assertion Contradicted
Florida SBA Operates at Half the Cost of Institutional Peers
“We have been the lowest cost provider for three or four of the last five or six years per CEM. Our costs on average are about half those of our peers.”
Ash Williams Jul 8, 2019 ▶ 47:56 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Assertion Partly supported
Florida SBA Must Fund $700 Million in Negative Monthly Cash Flow
“We have negative cash flow to the tune of seven hundred million or thereabouts a month.”
Ash Williams Jul 8, 2019 ▶ 55:41 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
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