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 10 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
Big platforms unknowingly subsidize 3M's online air filter pricing
“In my opinion that a lot of these big companies actually subsidize companies like three M maybe unknowingly to compete on price on, on online on some of these products because The economics of shipping them and putting them through their distribution networks …”
Stalk: Delivering 3x Faster Yields 3x Growth and Double the Profitability
“One that works very well is be faster than your competitors at providing your customers what they want, when they want it, and where they want it. And if a company can do that two or three times faster than its competitors, it'll usually grow two to three time…”
Only Amazon, Walmart, and Toyota Control Cost, Quality, Time, and Variance
“At this point, I said that's only Amazon, Walmart, and Toyota are probably the only three companies I can imagine that are even closer to being able to do that.”
Stalk: Walmart Beat Kmart by In-Sourcing Trucking and Accelerating Supplier Pay
“They did that by having their own trucking, not outsourcing it. They did that by scheduling deliveries once a week instead of once every two weeks or once a month. They did that by incenting their suppliers to deliver to a very strict and ornerous schedule by …”
Stalk: Walmart Cannot Easily Replicate Amazon's Dense Distribution Network
“If you're Walmart trying to catch up with the distribution system of Amazon, I can't really use much of my current distribution system because it's made up for dealing with large volumes, selling large volume stores. And I have to come up with a distribution s…”
Immelt: Amazon is complex but not complicated; Walmart is simple not simplistic
“There's a difference between being complex and being complicated. And there's a difference between being simple and simplistic. You know, I would say Amazon is complex, but it's not complicated. It's a software company, right? They have certain things they sta…”
Home Depot Originally Spent 3% of Sales on Ads Versus Walmart's 1.5%
“Home Depot was spending over three percent of gross sales on advertising, while Walmart was only spending 1.5%.”
Parrish: Sam Walton banned Walmart buyers from accepting vendor gifts
“At Walmart, he wouldn't let purchasing agents accept so much as a hot dog from vendors.”