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.
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
Montgomery: 70% of Russell 2000 companies disappeared over twenty years
“I mean, I think if you look at the loss ratio in the Russell, 2000 over the last 20 years, you know, about 70% of the companies went away, and if you bought the top 10 companies in the Dow 20 years ago, you'd be holding, you know, 20 cents on the dollar right …”
Montgomery: CrowdStrike is fastest growing cloud software company ever
“CrowdStrike is the fastest growing cloud software company ever.”
Montgomery: US venture funding reached $150B in 2020, just 0.6% of GDP
“Investment venture capital. United States topped one hundred fifty billion last year. It's well ahead of that this year. It's fair to say the surface area of innovation has increased dramatically, but to put one hundred fifty billion dollars in context, that's…”