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.

2statements match

2resolved → 0open claims → 1supported → 0contradicted →

why aren't all 2 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

Prediction Held up

Ujjainwalla: A major tech giant will acquire Marketo

“I do think one of the giants will acquire a marketo at some point. I'm not sure if it'll be Adobe, but I think we will see some kind of consolidation happen.”

Pierce Ujjainwalla Jun 4, 2019 ▶ 18:38 1410 Bootstrapped Enterprise Email Marketing Firm Breaks $3.6m ARR, 70% YoY Growth

Assertion Partly supported

Vista Equity paid 7.2x revenue multiples for Cvent and Marketo

“Vista Equity loves 7.2 X multiples. It's the multiple they paid for Cvent. It's also the multiple they paid for Marketo.”

Nathan Latka Jun 12, 2018 ▶ 20:06 1053 Me: Did You Sell To Vista for $250m? CEO:"Your math astute"

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The Ledger

Turn any episode into a week of clips.