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.

3statements match

3resolved → 0open claims → 0supported → 0contradicted →

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 Partly held up

WEG Can Deliver 25% to 30% Annual IRR at Current Multiple

“It's been a great performer, but we see a 25, 30% IRR per year at the current multiple.”

Florian Bartunek Jan 20, 2022 ▶ 34:17 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

Assertion Partly supported

Brazilian Pharmacy Chain Raia Drogasil Opens 300 Stores Annually

“As I mentioned before, it's opening 300 locations a year.”

Florian Bartunek Jan 20, 2022 ▶ 35:36 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

Assertion Partly supported

Mercado Livre Trades at 100x Earnings with 40% to 50% Growth

“You also have some highly innovative companies like Mercado Livre, which is the leader in e-commerce in Latin America, trading at 100 times earnings, 90 times earnings, but these are growing earnings at 40, 50% a year.”

Florian Bartunek Jan 20, 2022 ▶ 38:41 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

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The Ledger

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