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 7 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
Ackman: SoftBank's Mega-Funds Did a Massive Disservice to Startups and Markets
“And so with SoftBank injecting, you know, a hundred billion dollars in marking up the value of companies and giving them capital that they could use to postpone going public, I think it's fundamentally been a disservice to the capital markets and probably to t…”
Ackman: Some Tesla short sellers crossed the line trying to harm company
“In the case of Tesla, you know, I do think, you know, some of the short sellers went beyond the role of identifying overvaluation and their attempts to actually harm a company, and that's where I think it goes beyond the pale.”
Government Shouldn't Offer Boeing Better Relief Financing Terms Than Warren Buffett
“Boeing spent many, many tens of billions of dollars on share repurchases. I do think, you know, if Buffett doesn't want to, the government shouldn't come in on terms that are more favorable than where Warren Buffett would provide the company with capital”
Burlington Northern Underperforms Profit Potential Due to Warren Buffett's Hands-Off Style
“I mean, just looking at the Burlington Northern Railroad, we know a lot about railroads by virtue of our experience at Canadian Pacific. It's the largest You know, it should be the most profitable, highest margin railroad in the world. It's not. And I think a …”
Ackman: Venture-Backed Companies Stay Private Too Long and Suffer Worse Governance
“Look, I think that a lot of companies have stayed private too long, and so I'm actually a fan of the public markets and a fan of public company governance versus the kind of governance that you've seen, certainly in many of the venture-backed companies, WeWork…”