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 → 2contradicted →

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 Contradicted

Morehead: Venture capital industry in total has never lost money over 10-year period

“The industry in total over a 10 year period, I don't think has ever lost money. I'm not sure if I'm a hundred percent correct on it, but as close.”

David Morehead Apr 22, 2024 ▶ 35:43 David Morehead – Top Down Allocation at Baylor (EP.381)

Assertion Contradicted

Morehead: Large-cap to small-cap spread is the widest ever

“Both those things impact small caps more so than large caps, and so the spread between large caps and small caps is the widest it's ever been.”

David Morehead Apr 22, 2024 ▶ 31:07 David Morehead – Top Down Allocation at Baylor (EP.381)

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The Ledger

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