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 3 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

Prediction Didn’t hold up
Mullen: Pretium will likely acquire 15,000 to 20,000 houses in 2023
“And now in portfolios, as an example, we'll probably buy 15 to 20,000 houses this year. But almost entirely in portfolio form.”
Don Mullen Jun 29, 2023 ▶ 40:01 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Assertion Contradicted
Mullen: Pre-COVID data shows Americans stay in single-family homes until age 74
“If you went back to the data, you turned 60 years old, and you moved out of a single-family home, and it was like a rock dropping out of the sky how fast the curve goes down. And you looked at that same curve in 2019 pre-COVID, which is gonna make this even mo…”
Don Mullen Jun 29, 2023 ▶ 50:31 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Assertion Contradicted
Mullen: Pretium bought its first 59,000 homes individually
“Our first 59,000 houses, we bought one at a time.”
Don Mullen Jun 29, 2023 ▶ 32:10 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
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