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 11 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
Holland: Gulfstream G650ER market is far more liquid than BBJ market
“If you're going BBJ or six 50 ER, personally, I'm going six 50 ER for the sole reason. The market is far more liquid.”
Holland: 100% bonus depreciation passage in Congress is expected 'any day now'
“I don't know exactly when kind of what I'm hearing from some of my clients is they're anticipating, you know, one of those any day now type things from what they're hearing in Washington. So I think it's any day now.”
Holland: Starlink is gaining private jet market share faster than rivals
“Starlink is gobbling up market share, but as a percentage of the overall fleet installation base, it's still pretty small. I don't know exactly off the top of my head what the, what kind of the percentage penetration is, but it's growing faster than any of the…”
Holland: VistaJet's $600M raise fell below earlier $1B target
“VistaJet just announced a six hundred million dollar fundraise which interesting enough, that's actually down off of the original leak came in the fall, where it's going to be around a billion dollars, and then come February, it was going to be eight hundred m…”
Holland: Public markets fail to grasp volatile private aviation economics
“Companies in private aviation that have gone public have, you know, tended to struggle because Retail investors and institutional investors do not understand this space because they don't understand the cost of the fuel fluctuation costs and the engine mainten…”
Holland: Sovereign wealth funds back flying cars as US VCs retreat
“There's been a lot of carnage in the flying car space recently. I mean, it seems like almost every week somebody can't raise another fund. There's a lot of movement actually going to Dubai now in that sector. So, so the sovereign wealth funds are starting to p…”
Holland: Boeing Business Jets average roughly 450 days on market
“I think the absorption rate is something like 450 days on market is the average, because you have to think you have Grant Cardone and Saudi princes.”
Holland: The US has more airports than Chipotle locations
“There's more airports than Chipotle's in the United States.”
Holland: 100% bonus depreciation yields ~20% of aircraft purchase price in tax savings
“So what it ends up doing kind of when you do, do the math is it's about 20% of your purchase price that you get in tax savings in that first year.”