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 9 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
Ryan Cohen: GameStop Has $20B Bank Letter and $9B Cash for Bid
“We have the cash accounted for today in terms of, ah, a highly confident letter from our bank for the twenty billion, plus we've got nine billion of cash, so.”
Cohen: eBay's $5.5B opex and 11,500 headcount make no sense
“They're spending five and a half billion dollars on operating expenses on eleven billion dollar business that Has no inventory in its asset lights. So, it just, there's 11 and a half thousand employees, and it doesn't make sense.”
Cohen: eBay directors make $350K-$450K each with zero insider buying
“You know, the directors board of directors make four million dollars. It's like 350 to 450,000 per director. There's been no insider buying at the company.”
Midha: eBay spent $2.4B on marketing to add 1M users
“If you pull up eBay's 10 K from February, fiscal 25, and I did not understand this until I read it, eBay spent 2.4 billion dollars on marketing. How many new users did they get for that? I mean, you guys are marketers, you understand. One million. That's crazy…”
Hays: eBay settlement awards couple $48M plus $7M in charitable donations
“Under the settlement, the couple will receive forty eight million in compensation from eBay and former employees. EBay will also pay six million to charitable, charitable organizations. And Wenig will pay one million to a free speech charity in Ina Steiner's n…”
Coogan: Apple Vision Pro Resale Value Plunges by 50% on eBay
“You can buy an Apple Vision Pro for four K and go on eBay and sell it for two K the next day. Like, The depreciation is insane on the, on this product”
Ryan Cohen: GameStop has 1,600 access points for authentication
“We've got 1600 access points that we can do live authentication.”