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

Assertion Supported
Average software valuations retraced to six times sales by mid-2023
“What you saw since November of 21 to now is you've now retraced that entire move, and now the average software company is selling for six times sales, which is at the lower end of the range, and so now you're at a point that you can, again, underwrite to much …”
Michael Carmen Aug 10, 2023 ▶ 25:57 Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Assertion Supported
Roughly 80% of the SPAC market traded under $5 by mid-2023
“Pretty much 80% of the SPAC market is trading under five dollars today”
Michael Carmen Aug 10, 2023 ▶ 40:44 Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Assertion Supported
Amazon's final private round valuation was just $60 million
“Amazon.com's last private round had a sixty million dollar valuation, and then they went public at several hundred million dollars, and obviously it's trillion dollar plus company.”
Michael Carmen Aug 10, 2023 ▶ 11:25 Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
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