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 4 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 Supported
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 …”
George Stalk Jr. May 2, 2023 ▶ 50:14 Proven Strategies to Accelerate Growth, Productivity and Profits with George Stalk, Jr.
Assertion Supported
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%.”
Shane Parrish Dec 16, 2025 ▶ 45:01 Bernie Marcus: The Story of Home Depot
Assertion Supported
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.”
Shane Parrish Nov 18, 2025 ▶ 31:34 Charlie Munger: The Psychology of Human Misjudgment [Outliers]
Assertion Supported
Filterbuy launches in 505 Walmart stores
“We just launched in 505 Walmarts and really have a big retail strategy going forward.”
David Heacock Feb 18, 2025 ▶ 55:04 David Heacock: Building Filterbuy
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