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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Berkshire Hathaway's Next Leaders Will Aggressively Push Operating Margins and Efficiency
“It appears to us the next generation is going to be much more focused on, you know, extracting the most from the businesses Berkshire owns.”
Ackman: Pandemic will force corporate America away from aggressive leverage
“I do think this is a depression era moment in the sense, psychologically, the same way that the generation of people that went through the depression thought very different about, differently about financial leverage, you know, than the generations that came a…”
Ackman: Mall restructurings will convert excess retail into mixed-use facilities
“And so, again, you'll see restructurings where the lender to the mall ends up with the asset. Someone entrepreneurial decides, you know what, we don't need this much retail. We'll make half of it a hospital, medical facility, office, apartments, and then there…”