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 Partly supported
Miah: Private equity firms are taking African public companies private at 4x earnings
“We've seen private equity firms coming to the public markets, and Picking off the best jewels, which are trading at four times P, five times P and taking them private. So we have seen that materialize over the last few years in Africa.”
Farouk Miah Nov 7, 2022 ▶ 22:00 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Assertion Partly supported
Miah: MTN Nigeria holds over 50% telecom market share in Nigeria
“So they're the, by far the most dominant telecom player in Nigeria, 50% and above market share.”
Farouk Miah Nov 7, 2022 ▶ 18:09 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
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