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 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

Assertion Supported
Halligan: Morgan Stanley and Fidelity aligned to lower HubSpot's IPO price
“I don't think there was collusion going on, but definitely Morgan Stanley and Fidelity were on the same side of the table trying to get us to sell at a lower price.”
Brian Halligan Aug 7, 2025 ▶ 4:26 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Assertion Supported
Quattrone: Netscape's 1995 IPO was Morgan Stanley's biggest since Apple in 1980
“And there were a couple of phases to this, you know, Netscape, Netscape came public in 1995. And it was literally the most popular IPO at Morgan Stanley since Apple in 1980.”
Frank Quattrone Mar 1, 2024 ▶ 12:19 Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
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