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
Polman: Unilever's purpose-driven brands grew faster and were more profitable
“But we saw that these brands that actually were more purpose-driven were actually growing faster and more profitable as well.”
Van Leeuwen: Unilever and Nestlé cannot launch scrappy startups
“This is why the Unilevers, the Nestle's cannot do what we did, you know, cannot Started even with all of the resources in the world. Like when you get big, your brain changes, you know, you're really good. You become good at running big organizations, but hard…”
Polman: Unilever shares fell 8% after ending quarterly guidance
“So the share price dropped eight percent when I announced no quarterly, ah, reporting anymore, no guidance, because, you know, probably the reaction was new CEO and bad news is coming.”
Polman: Unilever required 7-year total lockup on bonus equity
“Our longer-term bonus could only be earned if the short-term bonus was put into shares, and these shares had to be held for five years before they would pay out, and after the payout, you then still had to hold them for two years.”
Alli Webb: Major beauty conglomerates buy product brands, not service companies
“Unilever, L'Oreal, like, Helen of Troy, who did end up buying us, like, those guys are product, those are huge product companies, they don't want a service company, it's a very different buyer that wants a service business”