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.
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
Cocke: UVIMCO allocated over 55% of its portfolio to hedge funds in 2002
“I got down there, and they had 55% in hedge funds, and it was going higher. Almost nothing in loan only, and the rest in privates.”
Cocke: Valuing MoneyGram's digital unit at 7x revenue would double its stock
“MoneyGram, the whole company trades for less than one times revenue. And if all you did was put seven times revenue on just the digital business, the stock would be a double from here. That would give no value to everything else.”