Claims

2,653 claims by 33 public figures and organisations, checked against the public record. Each has its quote, source, verdict and evidence. Read them without a key; browse by person.

6,750 claims · page 65 of 68

6,750 claims, sorted by newest said. Choose a claim to read it in full.
VerdictPersonKindSaidClaimTopic
Unresolvable Ray Kurzweil Prediction 12 Dec 2002 If the speed of light is a fundamental barrier with no wormhole shortcuts, the spread of human-originated intelligence through the universe will be slow, governed by the speed of light. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Resolved true Ray Kurzweil Factual 12 Dec 2002 Moore's Law (shrinking transistors on integrated circuits) was the fifth paradigm, not the first, to provide exponential growth in computing. Ray Kurzweil · Factual · 12 Dec 2002 AI compute, hardware and data
Unresolvable Ray Kurzweil Prediction 12 Dec 2002 If shortcuts such as wormholes exist, supremely intelligent beings will find, deploy and master them to reach other parts of the universe faster. Ray Kurzweil · Prediction · 12 Dec 2002 Science and research methods
Not yet due Ray Kurzweil Prediction 12 Dec 2002 Within 25 years of 2002, humans will reverse-engineer the brain and go on to develop superintelligence. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Mostly true Ray Kurzweil Factual 12 Dec 2002 Faster-than-light effects seen in quantum disentanglement experiments transmit quantum randomness rather than information. Ray Kurzweil · Factual · 12 Dec 2002 Science and research methods
Unresolvable Ray Kurzweil Factual 12 Dec 2002 Astronomers have searched much of the sky with some level of sensitivity and have not detected any extraterrestrial civilization. Ray Kurzweil · Factual · 12 Dec 2002 Science and research methods
Unresolvable Ray Kurzweil Prediction 12 Dec 2002 If ways to circumvent the speed of light exist, intelligence will find and master them. Ray Kurzweil · Prediction · 12 Dec 2002 Science and research methods
Unresolvable Ray Kurzweil Prediction 12 Dec 2002 In the future perhaps only one part in a trillion of intelligence will be biological, infused with human-level intelligence that amplifies itself via non-biological knowledge sharing. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Not yet due Ray Kurzweil Prediction 12 Dec 2002 If the speed of light is not a limit, within 300 years our intelligence would saturate the whole universe, making it supremely intelligent. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Not yet due Ray Kurzweil Prediction 12 Dec 2002 In the 2020s non-biological computation will cross over and, in hardware terms, dominate biological computation quantitatively. Ray Kurzweil · Prediction · 12 Dec 2002 AI compute, hardware and data
Not yet due Ray Kurzweil Prediction 12 Dec 2002 Within 200 years of 2002, our intelligence will nearly saturate the available matter and energy in and around the solar system, given current understanding of computation limits. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Unresolvable Ray Kurzweil Prediction 12 Dec 2002 Future humanity-derived intelligence will be very intelligent and able to decide whether to continue expanding. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Own records only Ray Kurzweil Factual 12 Dec 2002 Kurzweil developed mathematical models of technology trends because as an inventor he realized an invention must make sense when the technology is finished, three or four years later. Ray Kurzweil · Factual · 12 Dec 2002 Their own work or organisation
Not yet due Ray Kurzweil Prediction 12 Dec 2002 Because the rate of progress doubles every decade, the technical milestone under discussion will take only 25 calendar years from 2002 to reach. Ray Kurzweil · Prediction · 12 Dec 2002 Technology
Resolved true Ray Kurzweil Factual 12 Dec 2002 Kurzweil estimates the brain's information content at thousands of trillions of bytes, millions of times greater than the genome. Ray Kurzweil · Factual · 12 Dec 2002 Science and research methods
Unresolvable Ray Kurzweil Prediction 12 Dec 2002 After saturating the solar system, intelligence will seek greater horizons and expand to the rest of the universe. Ray Kurzweil · Prediction · 12 Dec 2002 AI timelines and forecasting
Unresolvable Warren Buffett Promise 28 Feb 2002 Berkshire's Nebraska Furniture Mart will keep its new Kansas City-area store open on Sundays. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Mostly true Warren Buffett Prediction 28 Feb 2002 Ron Peltier will likely make more real estate brokerage acquisitions for Berkshire in 2002 and the following years. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 Patrick Wolff, twice U.S. chess champion, will play all comers blindfolded in the mall at Berkshire's 2002 annual meeting weekend. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Mostly true Warren Buffett Factual 28 Feb 2002 Historically Berkshire has obtained its insurance float at very low cost, with a cost below zero in about half the years it has operated. Warren Buffett · Factual · 28 Feb 2002 Economics and markets
Mostly true Warren Buffett Prediction 28 Feb 2002 Berkshire expects the FINOVA transaction overall to prove satisfactory for Berkshire. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Under competitive conditions likely for a few years, NetJets' scale advantage will at best produce modest profits. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Resolved true Warren Buffett Factual 28 Feb 2002 Berkshire lost $2 billion to $2.5 billion in the September 11th event without having been paid properly for the risk assumed. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Buffett made three decisions about Dexter that hurt Berkshire shareholders: buying it, paying for it with stock, and procrastinating on operational changes. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Berkshire's purchases of Fruit of the Loom debt indirectly reduced its purchase price for the whole company by a small amount. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Since Ajit Jain joined Berkshire in 1986, Buffett has known the details of almost every policy he wrote and never saw him break any of Berkshire's three underwriting rules. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Mostly true Warren Buffett Prediction 28 Feb 2002 MidAmerican Energy's reported earnings should increase considerably in 2002 because the goodwill amortization charge will disappear under new GAAP rules. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Trailer leasing is cyclical, but Berkshire should earn decent returns in it over time. Warren Buffett · Prediction · 28 Feb 2002 Economics and markets
Own records only Warren Buffett Factual 28 Feb 2002 For at least the next year, the Civic Auditorium in downtown Omaha is the only site available for Berkshire's annual meeting. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Prediction 28 Feb 2002 The few fixed-income strategies involving highly-liquid AAA securities that Buffett manages have reasonable prospects of continuing to produce good returns over the next year or two. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Over time, Berkshire's insuring of jumbo risks should be profitable, though periodically it will bring a terrible year. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Factual 28 Feb 2002 At the 2001 Berkshire meeting, Patrick Wolff played as many as six blindfolded chess games simultaneously. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Mostly true Warren Buffett Factual 28 Feb 2002 At the parent company level, Berkshire makes no charitable contributions except those designated by shareholders. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Mixed Warren Buffett Factual 28 Feb 2002 Buffett previously assured shareholders that General Re was underwriting with discipline, and that assurance proved wrong. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Buffett and Munger believe American business will do fine over time, but think equity prices as of early 2002 point to only moderate returns for investors. Warren Buffett · Prediction · 28 Feb 2002 Economics and markets
Unresolvable Warren Buffett Prediction 28 Feb 2002 In a close-to-worst-case terrorism scenario involving about $1 trillion of damage, the insurance industry would be destroyed unless it dramatically limits its terrorism risk assumption. Warren Buffett · Prediction · 28 Feb 2002 Other global risks
Unresolvable Warren Buffett Factual 28 Feb 2002 For some years Berkshire has been willing to assume more risk than any other insurer has knowingly taken on. Warren Buffett · Factual · 28 Feb 2002 Economics and markets
Unresolvable Warren Buffett Prediction 28 Feb 2002 Berkshire's holdings, about 10% of Fruit of the Loom's senior debt, will probably return about 70% of face value. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 Bob and Petra Hamman and Sharon Osberg are expected to host bridge tables in the mall outside Borsheim's at Berkshire's 2002 annual meeting weekend. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Berkshire's per-share intrinsic value grew somewhat faster than book value over 37 years, and in 2001 it probably decreased less than book value. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Factual 28 Feb 2002 NetJets has more than 300 planes constantly operating in the U.S. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 The new R.C. Willey store in Henderson, Nevada outsells all other stores in the chain, with volume far above any competitor's and twice what Buffett anticipated. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Ignoring terrorism exposure in insurance pricing could bankrupt the insurance industry. Warren Buffett · Prediction · 28 Feb 2002 Other global risks
Resolved true Warren Buffett Factual 28 Feb 2002 Buffett said the year he was reporting on was Berkshire's worst year in float cost since 1984, a result that he said Berkshire to a significant degree brought upon itself. Warren Buffett · Factual · 28 Feb 2002 Economics and markets
Own records only Warren Buffett Factual 28 Feb 2002 Berkshire's headquarters added one employee in 2001 and now has 14.8 employees. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Mostly true Warren Buffett Promise 28 Feb 2002 Buffett will keep well over 99% of his net worth in Berkshire. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 Bill Robertie, one of only two two-time backgammon world champions, will be at the Berkshire 2002 annual meeting mall to play shareholders. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 Berkshire will give people who order annual meeting tickets a booklet with information for enjoying their visit to Omaha. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Berkshire's roughly 50-year experience investing in distressed debt has so far been rewarding. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 In 2002 the Omaha Royals will play the Oklahoma RedHawks at the Berkshire shareholder baseball game. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Buffett predicted that Joe and Tad would make General Re a huge asset for Berkshire. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Factual 28 Feb 2002 All of Berkshire's 2001 acquisitions were paid for in cash, so shareholders did not give up any interest in existing companies. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Borsheim's operates on a gross margin fully twenty percentage points below that of its major rivals. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 Berkshire will have top bridge experts available to play with shareholders in the mall outside Borsheim's on the Sunday afternoon of the 2002 annual meeting. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Resolved true Warren Buffett Promise 28 Feb 2002 Buffett and Munger will not take cash compensation, restricted stock or option grants that would make their results superior to shareholders'. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 The usual Berkshire shareholder baseball game will be held at Rosenblatt Stadium at 7 p.m. on the Saturday night of the 2002 meeting weekend. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Guidance 28 Feb 2002 FlightSafety expects to spend $162 million on 27 simulators in 2002, versus annual depreciation of $95 million. Warren Buffett · Guidance · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Buffett concluded that Dexter could keep coping with low-cost foreign competition, and that conclusion was wrong. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Buffett and Munger predict MiTek will be a winner for all involved. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Own records only Warren Buffett Factual 28 Feb 2002 Berkshire has never purchased a newly-issued junk bond. Warren Buffett · Factual · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 If Berkshire stays active in junk bonds, it will have losses from time to time. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Prediction 28 Feb 2002 Berkshire expects to see opportunities for complementary acquisitions in the future. Warren Buffett · Prediction · 28 Feb 2002 Their own work or organisation
Unresolvable Warren Buffett Promise 28 Feb 2002 Gorat's steakhouse will be open exclusively for Berkshire shareholders on Sunday, May 5, 2002, serving from 4 p.m. to 10 p.m. Warren Buffett · Promise · 28 Feb 2002 Their own work or organisation
Unresolvable Michael Burry Factual 6 Jan 2002 A stock held by the Fund tripled off its lows around the end of the quarter ending September 30, 2001, by late October 2001. Michael Burry · Factual · 6 Jan 2002 Their own work or organisation
Mostly true Steven Pinker Factual 1 Jan 2002 The genome does not contain enough information to specify the brain down to the last synapse, and the brain is not completely shaped by sensory input either. Steven Pinker · Factual · 1 Jan 2002 Science and research methods
Mostly true Steven Pinker Factual 1 Jan 2002 Twins separated at birth are no more different in intelligence and personality than twins raised together; growing up together does not make people more similar in the long run. Steven Pinker · Factual · 1 Jan 2002 Science and research methods
Unresolvable Steven Pinker Factual 1 Jan 2002 The two great ideologically driven genocides of the 20th century came from theories of human nature that were diametrically opposed, one of them carried out in the name of Marxism. Steven Pinker · Factual · 1 Jan 2002 Philosophy, ethics and society
Unresolvable Steven Pinker Factual 1 Jan 2002 The part of personality not explained by genes is not explained by the family environment either. Steven Pinker · Factual · 1 Jan 2002 Science and research methods
Mostly true Steven Pinker Factual 1 Jan 2002 The connections Pinker draws in his new book between human nature and political systems were prefigured in Enlightenment debates and in the framing of the American Constitution. Steven Pinker · Factual · 1 Jan 2002 Philosophy, ethics and society
Mostly true Steven Pinker Factual 1 Jan 2002 Neuroscience has shown that our thoughts, feelings, urges and consciousness depend completely on the physiological activity of the brain. Steven Pinker · Factual · 1 Jan 2002 Science and research methods
Unresolvable Steven Pinker Factual 1 Jan 2002 Western democracies have seen social improvement, including the end of slavery, torture, blood feuds, despotism and the ownership of women. Steven Pinker · Factual · 1 Jan 2002 Philosophy, ethics and society
Mostly false Steven Pinker Factual 1 Jan 2002 Children of culturally inept immigrants do fine if they can learn the ropes from native-born peers. Steven Pinker · Factual · 1 Jan 2002 Philosophy, ethics and society
Resolved true Steven Pinker Factual 1 Jan 2002 Probably about half of the variation in personality can be attributed to differences in genes. Steven Pinker · Factual · 1 Jan 2002 Science and research methods
Own records only Michael Burry Factual 2002 The Scion Value Fund had about $27 million in capital, and its minimum initial investment for new investors was raised to $500,000. Michael Burry · Factual · 2002 Their own work or organisation
Own records only Michael Burry Factual 2002 During the vast majority of 2001, the Scion Value Fund held no short positions at all. Michael Burry · Factual · 2002 Their own work or organisation
Own records only Michael Burry Factual 2002 The Scion Value Fund's cash position, around 40% for most of Q4 2001, kept it from fully participating in the general price rise across most stock categories. Michael Burry · Factual · 2002 Their own work or organisation
Unresolvable Michael Burry Prediction 2002 Burry said that, absent a new asset bubble, 2001-era US common stock valuations appeared to promise future returns well below those still expected by the investing public. Michael Burry · Prediction · 2002 Economics and markets
Own records only Michael Burry Factual 2002 Michael Burry invested the majority of his 2001 income back into the Scion Value Fund for a January 1 start. Michael Burry · Factual · 2002 Their own work or organisation
Resolved true Michael Burry Factual 3 Jul 2001 The Scion Value Fund does not generally offer portfolio transparency to its members. Michael Burry · Factual · 3 Jul 2001 Their own work or organisation
Unresolvable Michael Burry Prediction 3 Jul 2001 The Scion Value Fund will generally fall less than the market in a bear market. Michael Burry · Prediction · 3 Jul 2001 Their own work or organisation
Mixed Jeff Bezos Factual 2 Apr 2001 Amazon reached 25 million customers and $2 billion in sales, which it had not expected. Jeff Bezos · Factual · 2 Apr 2001 Their own work or organisation
Resolved true Jeff Bezos Factual 2 Apr 2001 Amazon's consumer electronics business surpassed music in 2000 to become its second largest business, and had been open for 17 months. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Mostly true Jeff Bezos Factual 2 Apr 2001 When Amazon started, it had a hard time raising its first $1 million, then obtained $8 million from venture capital. Jeff Bezos · Factual · 2 Apr 2001 Their own work or organisation
Unresolvable Jeff Bezos Prediction 2 Apr 2001 Amazon's consumer electronics business will eventually become its largest business and should be its most profitable. Jeff Bezos · Prediction · 2 Apr 2001 Economics and markets
Own records only Jeff Bezos Factual 2 Apr 2001 Amazon's business model lets it hold about four copies of an item in inventory rather than hundreds. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Mostly true Jeff Bezos Prediction 2 Apr 2001 Amazon's site will have more community features where customers help other customers make purchase decisions. Jeff Bezos · Prediction · 2 Apr 2001 Their own work or organisation
Unresolvable Jeff Bezos Prediction 2 Apr 2001 Full-motion video will completely transform the online user experience, and Amazon's site will become more customized. Jeff Bezos · Prediction · 2 Apr 2001 Their own work or organisation
Mostly true Jeff Bezos Factual 2 Apr 2001 Amazon's initial plan was to grow slowly and become profitable quickly. Jeff Bezos · Factual · 2 Apr 2001 Their own work or organisation
Resolved true Jeff Bezos Factual 2 Apr 2001 Five years earlier, Amazon's website looked so different that there was no comparison with what it was in 2001. Jeff Bezos · Factual · 2 Apr 2001 Their own work or organisation
Mostly true Jeff Bezos Factual 2 Apr 2001 Amazon expected $100 million in sales in its first five years. Jeff Bezos · Factual · 2 Apr 2001 Their own work or organisation
Unresolvable Jeff Bezos Prediction 2 Apr 2001 In 10 years, the online shopping user experience will be so different it cannot now be imagined. Jeff Bezos · Prediction · 2 Apr 2001 Technology
Mostly true Jeff Bezos Factual 2 Apr 2001 By holiday 1999, some companies were raising $60 million with one phone call and spending it all in one quarter on advertising. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Own records only Jeff Bezos Factual 2 Apr 2001 Amazon did not expect to reach its current scale for decades. Jeff Bezos · Factual · 2 Apr 2001 Their own work or organisation
Unresolvable Jeff Bezos Factual 2 Apr 2001 The capital markets' behaviour in 1999 had never been seen before. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Unresolvable Jeff Bezos Prediction 2 Apr 2001 Amazon's early stage businesses will become profitable over time, and Amazon has already announced a target date for companywide profitability. Jeff Bezos · Prediction · 2 Apr 2001 Economics and markets
Mostly false Jeff Bezos Factual 2 Apr 2001 Amazon's U.S. books, music and video segment showed a $125 million operating profit in Q3 2000, its second profitable quarter. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Unresolvable Jeff Bezos Factual 2 Apr 2001 Amazon has greatly improved its inventory turns. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Unresolvable Jeff Bezos Factual 2 Apr 2001 The consumer electronics market is much bigger than the book market, which is a $28 billion industry. Jeff Bezos · Factual · 2 Apr 2001 Economics and markets
Resolved true Jeff Bezos Prediction 2 Apr 2001 Some e-commerce businesses will fail in 2001. Jeff Bezos · Prediction · 2 Apr 2001 Economics and markets
Mostly true Warren Buffett Factual 28 Feb 2001 Berkshire's practice of keeping most shoe production in domestic factories has cost its shoe businesses heavily. Warren Buffett · Factual · 28 Feb 2001 Their own work or organisation
Back to the list

Michael Burry

Open its page

Factual Their own work or organisation

“The Fund does not generally offer portfolio transparency.”

Michael Burry, Scion Capital fund manager 3 July 2001 Scion Funds annual letters compilation (investorkurs.no)

The Scion Value Fund does not generally offer portfolio transparency to its members.

Resolved true The record shows it happened or was so.

The evidence is the person's or their organisation's own records.

Said for an organisation they lead or work for; it counts on both records.

What would count as true or false

True: Scion Value Fund's offering documents or investor communications from around July 2001 state that the fund generally does not disclose its portfolio holdings to members, or describe a matching practice. Mostly true: the fund's policy was limited transparency with minor exceptions (for example, occasional disclosure of selected positions in letters), so the general statement still holds. Mixed: transparency practices varied substantially, with regular partial disclosure. Mostly false: the fund regularly disclosed much of its portfolio, and non-transparency applied only narrowly. False: the fund's documents from that time show it routinely gave members full portfolio transparency.

Evidence

  1. A Series Of Michael Burry's Scion Value Fund Annual Letters HedgeFundAlpha · 8 January 2001 Own record
    “Hence, the Fund’s individual portfolio positions may not be revealed except at the discretion of the manager.”
  2. Scion-Capital-Letters.pdf Scribd (user upload of Scion Capital letters) · 2 October 2001 Own record
    “Rather, the Fund fell because I simply chose several key stocks that declined in price during the quarter.”

Reasoning

E1 is a copy of a Scion Value Fund investor letter from around this period. It states that the fund's individual portfolio positions "may not be revealed except at the discretion of the manager," which matches the claim that the fund does not generally offer portfolio transparency. E2, a later letter, explains a quarterly decline by referring to "several key stocks" without naming them, which fits a practice of limited disclosure. Both sources are the fund's own investor letters, and the resolution criteria name these as an acceptable basis.

Cite this claim

Michael Burry, “The Scion Value Fund does not generally offer portfolio transparency to its members.” (said 3 July 2001). Verdict: resolved true. Reliability API, claim c_c4f44c6388db, method 0.1.0+c876030c. https://epistacklabs.com/claims/c_c4f44c6388db

Verdicts are made automatically; how verdicts and scores are made. The same data is on Hugging Face under CC BY 4.0.