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 6 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
Scilipoti: Valeant Manipulated Accounting and Ran Fraudulent Pharmacy Network
“If you look deeper, they were just manipulating the accounting and changing the pricing on, on drugs and creating a fraudulent network of online pharmacies.”
Anthony Scilipoti Oct 28, 2025 ▶ 46:50 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Assertion Supported
Scilipoti: Arthur Andersen was cleared on appeal after already collapsing
“And so it was found in the courts upon appeal that Arthur Anderson was not guilty, but that was way after the fact because Arthur Anderson was already was brought to its knees and it was over.”
Anthony Scilipoti Oct 28, 2025 ▶ 5:22 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Assertion Supported
Scilipoti: US high-yield bond spreads are near historic tightest levels
“Well, that's the tightest, near the tightest it's ever been, which means that investors are willing to lend money to non-investment grade companies at a spread over what a government bond is at a rate which is the tightest it's been practically in history.”
Anthony Scilipoti Oct 28, 2025 ▶ 21:24 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Assertion Supported
Scilipoti: Money management fees are a fraction of what they were a decade ago
“The money management fees today are a fraction of what they were Even a decade ago.”
Anthony Scilipoti Oct 28, 2025 ▶ 54:22 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Assertion Supported
Scilipoti: Pre-Enron rules allowed contingent debt hidden in footnotes only
“And at the time the accounting rules were such that this, these numbers were not included on the liabilities. They were just in the notes.”
Anthony Scilipoti Oct 28, 2025 ▶ 3:49 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Assertion Supported
Scilipoti: Cisco never regained dot-com peak valuation despite much higher earnings
“Cisco still exists today, but has never traded at its historical valuation. And yet it's a multiples bigger than it was back then by earnings and by revenue.”
Anthony Scilipoti Oct 28, 2025 ▶ 18:33 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
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