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.
why aren't all 6 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
Lamb: Kona Ice operates 1,850 shaved ice trucks and 150 coffee trucks
“We have 1850 Kona trucks. Along with about 700 ancillary pieces of equipment, but about a 150 coffee trucks, too.”
Lamb: Mister Softee squeezed franchisees on truck sales and marked-up supplies
“Back in the day, they would sell a truck for a 150,000 dollars, make a lot of money on their trucks, but then the royalty was 3000 dollars a year, and you had to buy all the cones and the cups and stuff from them, and they were marked up pretty substantially.”
Guy Raz: Kona Ice reached 1,500 trucks and $375M in 2023 sales
“I mean, you've got 1500 trucks just in Kona Ice three hundred and seventy five million dollars in, in system wide sales in 2023.”
Lamb: Kona Ice sold 276 trucks in 2023, yielding $5M-$7M in royalties
“This year we sold 276 trucks, basically. So that's the lion's share of the revenues that come into the, but we're at the point now you're making, you know, I don't know, five, six, seven million in royalty”
Lamb: Traveling Tom's Coffee franchise sales grew from 20 to 90 trucks
“October of twenty-twenty, we wrote a prototype of a very elaborate coffee truck that hit the streets, and just a couple of them, and they started doing really well. We put them in a couple other franchisees' hands. The following year, in twenty-twenty-one, I t…”
Lamb: The first Flavor Wave prototype folded out dangerously like a sickle
“The very first flavor wave would fold out from the truck. Ok, so you picture this thing folding out from the truck, and it's made out of aluminum. So, in essence, Guy, there was a two-foot aluminum-edged sickle, as I like to say, driving through neighborhoods.”