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 7 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
Moore: Acquired eggcartons.com with zero personal cash using strategic debt financing
“You don't need to put any cash down, and I didn't have to because of the seller's note. So I did a 25% seller's note and a 75% bank note, and the idea there was when shopping around for a bank to do the deal, it was all about, and it took me, you know, twenty-…”
Moore: New acquirers should avoid changing anything during their first year
“Do not change anything big, or really anything at all, the first year. Both of those things cost me a lot.”
Moore: eggcartons.com revenue grew 5x to 6x during COVID
“COVID was like cheating because we five, six X'd during COVID to answer your question on the numbers.”
Moore: Any product needing separation and protection is target packaging market
“I always say anything requiring protection and separation is fair game.”
Moore: 40% of eggcartons.com revenue is unrelated to eggs
“I estimate now that 40% of our revenue has nothing to do with eggs.”