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 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
Zorub: SharkNinja routinely grabs 30% to 40% share in new product categories
“It had 45 to 50% gross margins and high teens EBITDA margins. A very clean balance sheet. And when we purchased data from NPD that showed point of sale for all the different categories they were in, you saw a business that when it enters a new category, very r…”
David Zorub Mar 3, 2025 ▶ 44:07 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
Assertion Supported
Zorub: Russell 2000 index swung 8% to 10% six times last year
“Take the IWM, the Russell, and just look at last year, that index probably went up or down eight to 10%, six or seven times in one year.”
David Zorub Mar 3, 2025 ▶ 38:12 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.