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 2 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

Opinion
Bakshi: Amazon's True Economic Earnings Vastly Exceed Its Reported Accounting Earnings
“You can't just go by reported earnings. The true economic earnings of Amazon are significantly higher than reported earnings.”
Sanjay Bakshi Sep 18, 2015 ▶ 37:18 #3 Sanjay Bakshi: Why Mental Models
Opinion
Bakshi: India's E-Commerce Sector is a Cash-Burning, Venture-Funded Bubble
“And we're seeing that in India. We have an e-commerce bubble going on. There are three or four players, and they are essentially giving huge discounts to consumers, to purchase their products, and to not go to bricks and mortar stores, and people are doing tha…”
Sanjay Bakshi Sep 18, 2015 ▶ 19:58 #3 Sanjay Bakshi: Why Mental Models
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