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 6 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
Vail's $1,000 Epic Pass is an exceptional consumer value trade
“Vail Resorts is basically saying for a thousand dollars a year, you can get access to 40 of the most beautiful mountains on earth. And get to me that, that value exchange is like such a great trade for the average consumer that it's has to be frustrating runni…”
Jordi Hays Jan 7, 2025 ▶ 44:04 The END of Ski Season? (E26)
Opinion
Ski resort operations are a labor of love, not cash cows
“Even at this level of scale and owning the entire industry, I look at it and I say this is a business, this is a labor of love, right? This is not the business that you get into because you just care about Generating cash.”
Jordi Hays Jan 7, 2025 ▶ 41:43 The END of Ski Season? (E26)
Assertion Supported
Ski patrol strike in January 2025 caused massive Vail lift lines
“In January of 2025, they got in hot water after a ski patrol strike led to massive lines at lifts during the peak season.”
John Coogan Jan 7, 2025 ▶ 3:46 The END of Ski Season? (E26)
Assertion Partly supported
Vail Resorts' net income dropped from $370M in 2022 to $245M
“Twenty-twenty-two, they had three hundred and seventy million of net income. In twenty-twenty-three, they went down to two 85. And then in twenty-twenty-four, they had two 45, 2:46.”
John Coogan Jan 7, 2025 ▶ 4:23 The END of Ski Season? (E26)
Assertion Supported
Vail Resorts' season pass revenue mix rose from 26% to 62%
“So the Lyft, Lyft-related revenue mix, in 2008, it was 26% passes. In twenty-twenty-two, it was 62% passes.”
John Coogan Jan 7, 2025 ▶ 11:36 The END of Ski Season? (E26)
Assertion Supported
Vail spends $730M on labor against $1.4B in lift revenue
“Vail, as a whole, across all 42 mountains, the lift revenue was 1.4 billion, and the labor and labor-related benefits was seven hundred and thirty million. And so it's by far their biggest cost twice their GNA, twice their other.”
John Coogan Jan 7, 2025 ▶ 29:57 The END of Ski Season? (E26)
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