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.

3statements match

3resolved → 0open claims → 0supported → 0contradicted →

why aren't all 3 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 Partly supported

Scilipoti: Veritas Was the Only Sell Rating on Valeant in 2012–2013

“We wrote about Valiant. We said sell Valiant, ok? We're the only sell on, on Valiant in 20 12, 2013. The company didn't blow up until 2015, ok?”

Anthony Scilipoti Oct 28, 2025 ▶ 46:27 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti

Assertion Partly supported

Scilipoti: Small-Cap and Mid-Cap Earnings Are Flat Outside Mega-Caps

“But what instead I know is I'm looking at the underlying companies, and except for some of the Mag-Seven that are growing their earnings, the smaller and mid-caps are not.”

Anthony Scilipoti Oct 28, 2025 ▶ 25:38 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti

Assertion Partly supported

Scilipoti: S&P 493 Shows Zero Earnings Growth Versus Magnificent Seven

“And so if you look at the earnings expectations of the sloppy four 93 for this year is virtually no growth. But if you look at the growth of the mag seven, it continues to go higher.”

Anthony Scilipoti Oct 28, 2025 ▶ 1:12:59 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti

The Ledger

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