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 4 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
Wilkinson: Tiny Capital targets $10M to $100M opportunities in sleepy markets
“We don't want to be in a situation where we're buying a company where billions of dollars are going to flow into competing with it tomorrow. We just think that's too difficult. So that's why we like to choose industries that are sleepy, where nobody really car…”
Wilkinson: Tiny expects soft returns rather than total write-offs
“In terms of loss ratios, I'm not counting on having losses. We occasionally will, and we will have business failures, but they'll more look like softness and bad returns. I doubt we're going to have zeros. It's just not like a venture game. These are generally…”
Wilkinson: Tiny allows portfolio CEOs to make reversible mistakes
“In the businesses that we own, I'm never going to let a CEO make a sink the boat decision, right? But if it's a two-way door, if it's something where, look, I think this business model idea is hokey, but they've got it in their head as the greatest idea ever. …”
Wilkinson: Tiny would raise VC if a portfolio company needed $100M burn
“So I would say that if we had a business that was obviously in need of a large amount of capital, And we needed somebody at the table who was willing to take a big risk where we knew that in order to grow it into a billion dollar business, we'd need to burn a …”