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.

3statements match

3resolved → 0open claims → 0supported → 3contradicted →

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

Prediction Didn’t hold up

Russo: Google's top-line revenue growth will exceed 20% over coming years

“It's well over 20%.”

Tom Russo Mar 11, 2019 ▶ 18:08 Thomas Russo – All About Google (Capital Allocators, EP.90)

Assertion Contradicted

Berkshire Subsidiary MiTek Used Phantom Stock That Increased 1,000x

“They had an interesting phantom stock arrangement. They created a phantom share. Called a share of my tech within the company. And Warren referred at one point an annual report that had gone up a thousand times.”

Tom Russo Mar 4, 2019 ▶ 15:56 Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)

Assertion Contradicted

Russo: Berkshire Hathaway has experienced 50% drawdowns four times

“You know, I think over its life, they've had a 50% drawdown four years over the period of time.”

Tom Russo Mar 4, 2019 ▶ 43:24 Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)

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.

The Ledger

Turn any episode into a week of clips.