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 → 2supported → 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 Supported

Schwartz: Popeyes 18x EBITDA multiple bought down to ~12x via synergies

“It's 18 times acquisition, buys down to about 12 times.”

Daniel Schwartz May 6, 2024 ▶ 58:02 Classic Deal - Burger King by 3G Capital (EP.384)

Assertion Supported

Schwartz: RBI has 30,000 restaurants, $40B+ sales, and $50B enterprise value

“We have 30,000 restaurants, north of forty billion in sales, fifty billion plus or minus total enterprise value.”

Daniel Schwartz May 6, 2024 ▶ 1:02:47 Classic Deal - Burger King by 3G Capital (EP.384)

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The Ledger

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