why aren't all 7 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 Not checkable as stated
G Squared acquired early secondary shares at 35 cents on the dollar
“In early vintages, we got like 35 cents on the dollar by being a secondary direct buyer over primary buyers because there was no other secondary buyers.”
Assertion Partly supported
Fanatics generates billions in revenue and hundreds of millions in EBITDA
“I mean, the business is fantastic, and it's at scale, massive scale, billions of dollars of revenue, and hundreds of millions of dollars of EBITDA, like a massive company.”
Assertion Partly supported
G Squared returned $800M to LPs from Coursera investment
“We were the largest shareholder of Coursera. Eight hundred million dollars back to LPs on Coursera.”
Assertion Supported
G Squared owned 16% of Coursera at its IPO
“We owned 16% of Coursera when it went public.”
Assertion Supported
G Squared generated a 3x return on Postmates in 18 months
“We made a three X on Postmates”
Assertion Not checkable as stated
Aschebrook's 2010 one-page stock purchase agreement is still used today
“And still to this day, 15 years later, there's a form that I created at the Cary School of Business at Arizona State. One page form that then we sent to the company to buy stock. And it still floats around. I got it back from a broker not that long ago, and it…”
Assertion Supported
Sweden had 25% Spotify penetration when G Squared invested in 2014
“At that time, the penetration of the usership in, in, in Sweden was like, 25% of the population used it. I mean, that's amazing. 25% of the population used the product.”