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.

2statements match

2resolved → 0open claims → 0supported → 0contradicted →

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

Schwartz: Burger King Yielded ~25% Free Cash Flow on Equity in Year One

“Yeah, it's like a 25% free cash flow yield within the first year or so on our equity.”

Daniel Schwartz May 6, 2024 ▶ 35:12 Classic Deal - Burger King by 3G Capital (EP.384)

Assertion Partly supported

Schwartz: Tim Hortons EBITDA grew 80% and cash flow doubled under 3G

“Which in hindsight, it's like, oh, it was really obvious that Tim Horton's EBITDA is now 80% higher or whatever it is, and the cash flow doubled. We've expanded it globally.”

Daniel Schwartz May 6, 2024 ▶ 51:04 Classic Deal - Burger King by 3G Capital (EP.384)

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