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 3 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
Hays: Hindenburg's Roblox short report is a stretch
“I think the issue with Hindenburg is this seems like a business that's way more impactful if you're doing One report every two years and just taking these like massive, very concentrated position. Whereas like this almost feels like a stretch.”
Jordi Hays Oct 14, 2024 ▶ 30:02 The "Switzerland of AI" is Crazy (ep3)
Insight
Hays: Hindenburg is a media company that monetizes via shorting
“They're basically a media company that happens to monetize through shorting.”
Jordi Hays Oct 14, 2024 ▶ 32:05 The "Switzerland of AI" is Crazy (ep3)
Assertion Contradicted
Jordy: Roblox stock dropped 30% following usage decline and short-seller report
“Roblox, which that, that what's that research Hindenburg research had done a takedown on, they reported a drop in, in sort of usage and like, 30% of the stock got wiped out.”
Jordy (Geordie) Feb 10, 2025 ▶ 15:29 The BEST Super Bowl Commercial (Saquon Barkley)
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