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.

1statements match

1resolved → 0open claims → 0supported → 1contradicted →

why aren't all 1 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 Contradicted

Falbe: Games Workshop generates 90%+ gross margins on manufacturing plastic models

“First thing you notice is, wow, they are 90% plus gross margins on producing plastic.”

Jim Falbe Jun 8, 2023 ▶ 53:52 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

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The Ledger

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