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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

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 Supported

Enright: Less Than 5% of Companies Compound Above 20% Over Five Years

“The half-life of all companies is 10 years and less than five percent compounded greater than 20% for more than five years or something like that.”

Paul Enright Aug 15, 2022 ▶ 16:06 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

Assertion Supported

Enright: Large-Cap Outperformance Crowds Out Alpha Generation

“Mobuson did a study where he showed that when large caps outperform, alpha's harder to find because they crowd everything out.”

Paul Enright Aug 15, 2022 ▶ 22:08 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

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The Ledger

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