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 5 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
The losing Knicks led NBA revenues until the Warriors' new arena
“The garden was at capacity, or certainly near capacity, and we sat atop the revenue food chain for the entire time until the Golden State Warriors came along and beat us in many revenue categories with their new arena”
Doc O'Connor Dec 6, 2021 ▶ 53:07 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Assertion Supported
Modern collective bargaining agreements have lowered the relative cost of player talent
“More rational collective bargaining agreements have brought the general cost of talent, which is the single cost Largest cost center for any sports enterprise down over time.”
Doc O'Connor Dec 6, 2021 ▶ 22:10 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Assertion Supported
Leagues banned institutional owners after corporate forced sales depressed team valuations
“Disney owned the Angels and the Ducks, and Fox owned the Dodgers. But what happened was those institutions by their own governance were forced to sell. And as forced sellers, the leagues perceived those values to be diminished in the marketplace. So they disal…”
Doc O'Connor Dec 6, 2021 ▶ 21:23 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Assertion Supported
Sports betting sponsorship is an entirely new revenue category for leagues
“In fact, sports betting has become an entirely new category that didn't exist five years ago.”
Doc O'Connor Dec 6, 2021 ▶ 57:18 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Assertion Partly supported
Media rights constitute the largest revenue stream in professional sports
“Media both Locally and nationally is the single largest revenue stream in sports today. Ticketing, game day revenue, the second most important revenue stream of all.”
Doc O'Connor Dec 6, 2021 ▶ 19:48 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
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