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 4 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
Japan Adopted Poison Pills to Block Mid-2000s Activist Asset Stripping
“So out of this came a spade of poison pills, and Japan circled the wagons and shut down governance reform to basically prevent the looting and the asset stripping of a Japan that was finding itself undervalued at a very weak point in its recovery from the prev…”
Toby Rodes Sep 23, 2024 ▶ 22:08 Toby Rodes - Unlocking Value in Japan (EP.407)
Assertion Supported
Roughly 3,000 Japanese Public Companies Have Zero Analyst Coverage
“By our analysis, still roughly 60, 70% of listed Japan, roughly 3000 companies remain totally uncovered by the street.”
Toby Rodes Sep 23, 2024 ▶ 36:12 Toby Rodes - Unlocking Value in Japan (EP.407)
Assertion Supported
Japan Routed 20% of GDP Through Banks in 1997-2003 Cleanup
“20% of Japan's GDP was run through the Japanese banking system between 1997 and 2003.”
Toby Rodes Sep 23, 2024 ▶ 20:26 Toby Rodes - Unlocking Value in Japan (EP.407)
Assertion Supported
Half of Listed Japanese Companies Still Trade Below Book Value
“By most counts, still half of listed Japan trades at less than one time priced a book.”
Toby Rodes Sep 23, 2024 ▶ 35:48 Toby Rodes - Unlocking Value in Japan (EP.407)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.