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 15 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 Contradicted
Tepper: There are zero billionaire traders in the world
“So of that list, there's zero billionaire traders. And of the 3000 billionaires, they're split between stock investors, real estate investors, and entrepreneurs.”
Sean Tepper Apr 15, 2025 ▶ 4:54 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Not checkable as stated
Tepper claims his custom Excel model generated 15-50% annual returns
“So I decided to put things into Excel, used it for about four years, making returns between 15 and 50% consistently per year.”
Sean Tepper Apr 15, 2025 ▶ 2:38 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Supported
Tepper: 99% of active stock traders lose money
“It's 99% of traders lose money,”
Sean Tepper Apr 15, 2025 ▶ 4:01 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Insight
Tepper: Great customer service can save a mediocre product
“You can have a bad product or a product that's it's seeing improvements in great customer service, and you have a company, but if you flip that equation, you got a great product and bad customer service, you don't have a company.”
Sean Tepper Apr 15, 2025 ▶ 10:46 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Opinion
Tepper: Most marketing agencies fail to generate a positive ROAS
“Generating a positive ROAS return on ad spend is actually, it's pretty hard to do, and most people That are running an agency or marketing firm, from my opinion, are not very good at it. That's what I found over the last few years. It's not everybody, but most…”
Sean Tepper Apr 15, 2025 ▶ 8:42 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Disclosure
Tepper avoids US hiring to save on health insurance and overhead
“Our business model, actually, I'm one of the only guys from the states, otherwise I have a lot of contractors around the world that have helped, and with that, you're not paying your health insurance and social security and all that, and it just happened to wo…”
Sean Tepper Apr 15, 2025 ▶ 11:55 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Insight
Tepper: SaaS companies need under 5.75% monthly churn for PMF
“With a SaaS, a benchmark, you want to be at about 5.75% or less to really achieve product market fit.”
Sean Tepper Apr 15, 2025 ▶ 21:22 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Supported
Tepper: Only 15% of stocks qualify as 'on sale'
“And for context, only about 15% of stocks in the market actually hit on sales.”
Sean Tepper Apr 15, 2025 ▶ 6:02 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Not checkable as stated
Tepper: Tykr achieves an 18% visitor-to-trial conversion rate
“First conversion that visitor to trial, you want to be about over eight percent with a SAS, especially a low touch SAS like ticker. We're at about 18%, which is awesome.”
Sean Tepper Apr 15, 2025 ▶ 19:24 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Not checkable as stated
Tepper: Tykr increased trial-to-paid conversion from 4% to 11%
“The trial to paid has been a lot harder. For example, you want to be over 10%. We were for a while like around four percent, five percent. We figured out some ways to really encourage people to join In that trial period to become a paying customer. And we did …”
Sean Tepper Apr 15, 2025 ▶ 19:36 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Not checkable as stated
Tepper: Tykr lowered its monthly churn rate to roughly 3.9%
“From two years ago was like 11% per month, which is terrible. And it got down to about five percent in With a SaaS, a benchmark, you want to be at about 5.75% or less to really achieve product market fit. So about a year ago, we're at five. Now we're averaging…”
Sean Tepper Apr 15, 2025 ▶ 21:15 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Not checkable as stated
Tepper: Tykr has surpassed 10,000 customers across 50 countries
“Ticker's about four years old. We've got a little over 10,000 customers in about 50 countries”
Sean Tepper Apr 15, 2025 ▶ 0:56 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Assertion Not checkable as stated
Tepper: Tykr gets roughly 17% of customer leads from YouTube
“So we get about 17% of our leads from YouTube as of today.”
Sean Tepper Apr 15, 2025 ▶ 7:00 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Disclosure
Tepper personally handles all of Tykr's customer service emails
“In my case, I'm doing all the customer service emails.”
Sean Tepper Apr 15, 2025 ▶ 10:30 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
Disclosure
Tepper spent six months prompt engineering OpenAI for stock scoring
“We used OpenAI and did prompt engineering testing for about six months to create a, again, a point system from zero to a hundred of where does your forum land? And that's in Ticker right now.”
Sean Tepper Apr 15, 2025 ▶ 18:01 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
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