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
Jessica Lessin predicts Nike-SKIMS partnership will fail within 24 months
“I think this won't end well. I, I'm predicting, you know, the 24 month information expose on what went wrong.”
Apple risks a Nike-style decline if it relies solely on supply chain
“This is my being really cynical snarky, but the cynical snarky take is in about 15 years, you can supply chain optimize the hell out of a company and make stock go way up, but then Apple better figure out how to not be Nike, right, and come up with the innovat…”
Sam Lessin: Fund Started Selling Allbirds at Series B
“Then it was the B. Because it was getting so, it was great product. Like we love the product. Great, great products. But the math became simple, which is the only way it made sense to hold it is if you believe that Allbirds was the next Nike. And we're like, w…”
Brit Morin: Nike gained 9% post-SKIMS announcement; SKIMS valued at $4B
“Their stock, since the announcement, their stock is up nine percent, and off of like a hundred and thirteen billion dollar market cap, it's like, what, ten billion dollars? Like, so, like, and SKIMS is valued at four billion dollars right now.”