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 5 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
Creel: Bill Ackman offered $200M when asked for $100M in unplanned capex
“I went into the board meeting, and I said, we have an issue. For me to optimize my service, I've got to run west out of Saskatoon, not east, but I need a hundred million dollars to spend on rail and ties and ballasts, and that was not planned for at all, and B…”
Creel: Autonomous trucks are inevitable despite major societal safety concerns
“Eventually it'd be inevitable. I think that there's obviously a big social hurdle. I know myself, I try to put myself, be a human all I can. Obviously when I'm out on the streets, if I were to see a, an AT-weller going by me, they make me nervous as they are. …”
Creel: Precision Scheduled Railroading cut CP's active locomotives by one-third
“At CP, when we implemented Precision Scheduled Railroad back in 2012, 2013 we were running with 1500 locomotives in service a day. Today we're moving more freight With about two-thirds of that, so a thousand to 1100.”
Creel: Locomotives Cost $2M-$3M Each and Require 2-3 Mechanics to Maintain
“500 additional locomotives, well, just in capital expense alone, they cost two to three million dollars apiece, and then you've got to have two or three mechanics per locomotive to maintain them, you've got to have repair parts”