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

0resolved → 0open claims → 0supported → 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

Opinion

Sosin: Carvana's ADESA acquisition was a huge home run

“It's been, in retrospect, it's been a huge home run. But, you know, they bought it with all debt. They bought it in February of 22”

Cliff Sosin Apr 29, 2025 ▶ 1:11:24 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best

Prediction Not checkable as stated

Sosin: In-person car auction business is decaying over time

“The in-person auction business will have a long tail to it, but it's eventually a decaying business over time.”

Cliff Sosin Apr 29, 2025 ▶ 1:10:23 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best

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The Ledger

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