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

Sam's Club scaled from zero to 105 stores in seven years

“He goes from zero stores to a 105 in seven years and five billion a year in sales.”

David Senra Sep 25, 2024 ▶ 56:12 Li Lu and Charlie Munger and Warren Buffett

Assertion Supported

Senra: Price Club Squandered Seven-Year Lead Over Costco and Sam's Club

“The price company had a seven-year head start on Costco's and Sam's Club, but Costco and Sam's were expanding aggressively while Price Club remained tentative.”

David Senra Mar 22, 2024 ▶ 49:54 Sol Price: The Founder Who Taught Jim Sinegal, Sam Walton, Jeff Bezos, and Bernie Marcus

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The Ledger

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