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 5 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
Sosin: Every competitor attempting to copy Carvana's vertically integrated model failed
“Everyone who's tried to build this business besides Carvana has failed, and that's why It's taken Carvana, you know, over 10 years and ten billion dollars to get, you know, where it is.”
Sosin: Carvana Has Recovered and Is Now More Profitable
“The company's fine. It's right back. It's a little behind where I sort of thought it would be, but it's actually more profitable and it's back on track and the stock's mostly recovered and all the rest.”
Navy Federal Credit Union offered auto loans below comparable Treasury yields
“There was a long period of time where, like, Navy Federal was offering car loans at a discount to Fed, to the Treasury of the comparable duration”