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
Kanter: Healthcare transactions cost orders of magnitude more than SMS or AWS
“When you compare the price of a, Claim or an eligibility check to a text message or to a transportation status message or to an S three read or write or storage or something like that. It's orders of magnitude more expensive.”
Kanter: Auto parts startup's final EBITDA margin was 2.5x investor projections
“When I sold the business, I went back and I looked at those projections that I had sent them. And the actual EBITDA margin that I achieved, the actual real profit, not just a fake EBITDA margin, was two and a half times what I had shown to them at that time.”
Kanter: Complex fitment criteria kept auto parts e-commerce penetration around 4%
“And because of the complicated fitment criteria, the e-commerce penetration rates in auto parts are very, very low. So I don't know the latest numbers, but when I was in the auto parts industry a number of years ago, the penetration rates in automotive were se…”
Kanter: The entire physical supply chain ecosystem runs on legacy EDI standards
“And so you fast forward to today and the whole world of retail logistics, transportation, supply chain, manufacturing, and revolving around physical products works off of EDI.”
Kanter: Change Healthcare was down 60 days after cyberattack
“Change Healthcare, which was the largest clearinghouse for claims. They got hit by cyber attack and they were down for 60 days. You know, and even today, they're not fully back up. There's the dental portion of their business is not back up. There's a bunch of…”
Kanter: Automotive aftermarket has a $200B repair and $40B upgrade market
“There's the kind of need-based repairs, which is, you know, somewhere as a Two hundred billion dollar market, so you know, your tire blows out, or you need a new muffler or something. And then there's the want-based purchases, which are the upgrades, and I was…”