| 40% | “40%” | Hochfelder: Silicon Valley industrial real estate rents jumped 40% recently | Lauren Hochfelder | Jul 30, 2026 | Supported |
| 40% | “40%” | Hochfelder: Inland Empire industrial real estate rents dropped roughly 40% | Lauren Hochfelder | Jul 30, 2026 | Supported |
| 15% | “15%” | Hochfelder: Investors cannot make a 15% return on toll roads anymore | Lauren Hochfelder | Jul 30, 2026 | — |
| 5% | “five percent” | Hochfelder: The 80-plus age demographic is growing nearly 5% annually | Lauren Hochfelder | Jul 30, 2026 | Supported |
| 3% | “three percent” | NYU endowment delegates manager selection to internal team up to 3% | Michelle Knudsen | Jul 27, 2026 | — |
| 65% | “65%” | Public and private equity comprise roughly 65% of NYU's endowment | Michelle Knudsen | Jul 27, 2026 | — |
| 25% | “25%” | NYU's endowment targets roughly 25% allocation to absolute return strategies | Michelle Knudsen | Jul 27, 2026 | — |
| 15% | “15%” | NYU's endowment held less than 15% in private assets before Knudsen | Michelle Knudsen | Jul 27, 2026 | Contradicted |
| $8B | “eight billion dollars” | NYU has turned over or re-underwritten two-thirds of its $8B portfolio | Michelle Knudsen | Jul 27, 2026 | — |
| 70% | “70%” | NYU's endowment shifts core internal diligence debate to the 70% completion mark | Michelle Knudsen | Jul 27, 2026 | — |
| 23% | “23%” | Laboy: Everest Capital hit 5-to-1 payout on Brazil's Lula election | Luis Laboy | Jul 20, 2026 | — |
| 50% | “50%” | Danieli: Moelis Australia held 50% post-GFC market share in restructuring advisory | Frank Danieli | Jul 16, 2026 | — |
| 79B | “seventy-nine billion” | Danieli: MA Financial platform oversees $125 billion in managed loans | Frank Danieli | Jul 16, 2026 | Supported |
| 25B | “twenty five billion” | Danieli: MA Financial platform oversees $125 billion in managed loans | Frank Danieli | Jul 16, 2026 | Supported |
| 80% | “80%” | Danieli: Australia's Big Four Banks Historically Controlled 80% of Lending | Frank Danieli | Jul 16, 2026 | Supported |
| 60% | “60%” | Danieli: MA Financial Credit Portfolio Is 60% Asset-Backed Facilities | Frank Danieli | Jul 16, 2026 | — |
| 20% | “20%” | Danieli: MA Financial Credit Portfolio Is 60% Asset-Backed Facilities | Frank Danieli | Jul 16, 2026 | — |
| $4T | “four trillion dollars” | Danieli: Australian superannuation manages $4T across institutional and self-managed funds | Frank Danieli | Jul 16, 2026 | Supported |
| $1T | “a trillion dollars” | Danieli: Australian superannuation manages $4T across institutional and self-managed funds | Frank Danieli | Jul 16, 2026 | Supported |
| 75% | “75%” | Danieli: Australian superannuation manages $4T across institutional and self-managed funds | Frank Danieli | Jul 16, 2026 | Supported |
| 1.4M | “1.4 million” | Danieli: MA Financial Flagship Funds Hold 1.4M Collateral Loans Across 98 Facilities | Frank Danieli | Jul 16, 2026 | Supported |
| $40M | “forty million dollars” | Danieli: MA Financial invested $240M of internal capital into its funds | Frank Danieli | Jul 16, 2026 | — |
| 80% | “80%” | Danieli: 75% to 80% of Australian loans originate through brokers | Frank Danieli | Jul 16, 2026 | Supported |
| 30% | “30%” | Danieli: Red teams alter MA Financial deal terms 25% to 30% of the time | Frank Danieli | Jul 16, 2026 | — |
| 35% | “35%” | Moyo: Family office Altered Trajectory allocates 30% to 35% to tech venture. | Baroness Dambisa Moyo | Jul 13, 2026 | — |
| 2× | “two times” | Moyo: The U.S. economy has grown to nearly twice Europe's size. | Baroness Dambisa Moyo | Jul 13, 2026 | Partly supported |
| 16× | “16 times” | Moyo: SpaceX venture valuation is completely delinked from historical PE averages. | Baroness Dambisa Moyo | Jul 13, 2026 | — |
| 15% | “15%” | Dorsey: Companies Sustaining 15%+ Returns Over 15 Years Rely on Four Moats | Pat Dorsey | Jul 6, 2026 | — |
| 1% | “a percent” | Dorsey: Executives Speaking as if They Own the Company Signals Severe Misalignment | Pat Dorsey | Jul 6, 2026 | — |
| 3% | “three percent” | Dorsey: Concentrated Portfolios Cannot Tolerate Left-Tail Risks of Unpredictable Managers | Pat Dorsey | Jul 6, 2026 | — |
| 20% | “20%” | Dorsey: High-Return Internal Reinvestment Beats Returning Capital by Lowering Allocation Risks | Pat Dorsey | Jul 6, 2026 | — |
| 99.9% | “99.9%” | Dorsey: 99.9% of American CEOs Are Overpaid Relative to Value Created | Pat Dorsey | Jul 6, 2026 | — |
| 5× | “five X” | Dorsey: Competent U.S. Executives Earn Five Times More Than European Company Leaders | Pat Dorsey | Jul 6, 2026 | Partly supported |
| 9× | “nine times” | Dorsey: Meta Became Wildly Undervalued Trading at Nine Times EBIT in 2022 | Pat Dorsey | Jul 6, 2026 | Supported |
| 12× | “12 times” | Dorsey: Fund Managers Privilege Obscure, Complex Ideas Over Cheap Mega-Cap Stocks | Pat Dorsey | Jul 6, 2026 | — |
| 1% | “one percent” | Dorsey: Sum-of-the-Parts Valuations Are Absurd Without Explicit Catalysts to Break Up | Pat Dorsey | Jul 6, 2026 | — |
| 5% | “five percent” | Investment committees often debate 5-basis-point positions as much as 5% ones | Nicholas (Nick) Csicsko | Jun 29, 2026 | — |
| 5% | “five percent” | Williams College endowment supports nearly 60% of the operating budget | Abigail Wattley | Jun 22, 2026 | Supported |
| 60% | “60%” | Williams College endowment supports nearly 60% of the operating budget | Abigail Wattley | Jun 22, 2026 | Supported |
| 1.5B | “a half billion” | Williams College avoids co-investments and direct investments at its $4.5B scale | Abigail Wattley | Jun 22, 2026 | — |
| 27% | “27%” | Williams College targets a 27% allocation to absolute return and hedge funds | Abigail Wattley | Jun 22, 2026 | — |
| $50M | “fifty million dollars” | Williams College endowment maintains $150 million in credit lines for liquidity | Abigail Wattley | Jun 22, 2026 | — |
| 2% | “two percent” | Williams College endowment holds only 1% to 2% of portfolio in cash | Abigail Wattley | Jun 22, 2026 | — |
| 1% | “one percent” | Williams College cut its fixed income allocation from 10% to 1% | Abigail Wattley | Jun 22, 2026 | — |
| 10% | “10%” | Williams College cut its fixed income allocation from 10% to 1% | Abigail Wattley | Jun 22, 2026 | — |
| 10× | “10 times” | Major AI process changes are premature given rapid tooling evolution, says Wattley | Abigail Wattley | Jun 22, 2026 | — |
| 2% | “two percent” | Wang: US Hotel Demand Has Grown ~2% Annually Since 1987 | Jonathan Wang | Jun 15, 2026 | Partly supported |
| 72% | “72%” | Wang: Hotels Gain Pricing Power Once Occupancy Surpasses 72% | Jonathan Wang | Jun 15, 2026 | — |
| 5% | “five percent” | Wang: Hotels Gain Pricing Power Once Occupancy Surpasses 72% | Jonathan Wang | Jun 15, 2026 | — |
| 75% | “75%” | Wang: EOS gives 75% or higher weighting to market over asset underwriting | Jonathan Wang | Jun 15, 2026 | — |
| 90% | “90%” | Wang: EOS invests 90% of capital in seven cities and coastal resorts | Jonathan Wang | Jun 15, 2026 | — |
| 15% | “15%” | Jain: Financial models need operational precision, not arbitrary 15% growth assumptions | Rajiv Jain | Jun 8, 2026 | — |
| 75% | “75%” | Jain: 75% of clients fired Vontobel when he became CIO in 2002 | Rajiv Jain | Jun 8, 2026 | — |
| 5× | “five times” | Jain: Vontobel bet heavily on South Korea in 2002 at 5x earnings | Rajiv Jain | Jun 8, 2026 | — |
| 100% | “hundred percent” | Jain: Investment teams that always agree with leadership become mere cheerleaders | Rajiv Jain | Jun 8, 2026 | — |
| 2× | “two times” | Jain: Hedge funds charge too much in today's highly efficient markets | Rajiv Jain | Jun 8, 2026 | — |
| $10B | “ten billion dollars” | Jain: GQG Partners invested nearly $10 billion into software last month | Rajiv Jain | Jun 8, 2026 | — |
| 90% | “90%” | Jain: Public cloud adoption is over 90% penetrated for large enterprises | Rajiv Jain | Jun 8, 2026 | Supported |
| $1.5T | “a half trillion dollars” | Jain: Mag 7 historical capex was $1.5T; next 3 years project $3T | Rajiv Jain | Jun 8, 2026 | Partly supported |
| 3T | “three trillion” | Jain: Mag 7 historical capex was $1.5T; next 3 years project $3T | Rajiv Jain | Jun 8, 2026 | Partly supported |
| 20% | “20%” | Jain: About 20% of Qatar LNG facilities are down for years | Rajiv Jain | Jun 8, 2026 | Supported |
| 10% | “10%” | Jain: US utilities offer 5-to-10-year visibility of 8% to 10% EPS growth | Rajiv Jain | Jun 8, 2026 | — |
| 15% | “15%” | Jain: GQG dumped its 15% semiconductor position at market lows in 2022 | Rajiv Jain | Jun 8, 2026 | — |
| 20% | “20%” | Jain: Established software at 10-12x earnings shows strong growth and lock-in | Rajiv Jain | Jun 8, 2026 | — |
| 12× | “12 times” | Jain: Established software at 10-12x earnings shows strong growth and lock-in | Rajiv Jain | Jun 8, 2026 | — |
| 8% | “eight percent” | Jain: Altria outperformed Meta, Microsoft, and Amazon over the past five years | Rajiv Jain | Jun 8, 2026 | Supported |
| 35% | “35%” | Jain: GQG bought Petrobras at a 35% dividend yield | Rajiv Jain | Jun 8, 2026 | — |
| 12% | “12%” | Jain: GQG bought Petrobras at a 35% dividend yield | Rajiv Jain | Jun 8, 2026 | — |
| 6× | “six times” | Jain: GQG bought Petrobras at a 35% dividend yield | Rajiv Jain | Jun 8, 2026 | — |
| 50B | “fifty billion” | Jain: Exxon generates $50B cash flow vs AMD's $9B at comparable valuations | Rajiv Jain | Jun 8, 2026 | Open |
| 5B | “five billion” | Jain: SpaceX generates $18B in revenue but loses $5B | Rajiv Jain | Jun 8, 2026 | Supported |
| 5% | “five percent” | Jain: Paying high multiples on peak margins for cyclicals causes massive losses | Rajiv Jain | Jun 8, 2026 | — |
| 25% | “25%” | Jain: Paying high multiples on peak margins for cyclicals causes massive losses | Rajiv Jain | Jun 8, 2026 | — |
| 50× | “50 times” | Jain: Paying high multiples on peak margins for cyclicals causes massive losses | Rajiv Jain | Jun 8, 2026 | — |
| 9× | “nine times” | Jain: Paying high multiples on peak margins for cyclicals causes massive losses | Rajiv Jain | Jun 8, 2026 | — |
| $6B | “six billion dollars” | Ethos Capital manages nearly $6B in AUM with just one deal team | Eric Brooks | Jun 1, 2026 | Supported |
| $100M | “a hundred million dollars” | Ethos Capital equity check sizes range from $100M to $500M | Eric Brooks | Jun 1, 2026 | — |
| $500M | “five hundred million dollars” | Ethos Capital equity check sizes range from $100M to $500M | Eric Brooks | Jun 1, 2026 | — |
| 98% | “98%” | Identity Digital generates 60%+ EBITDA margins and 98% free cash flow conversion | Eric Brooks | Jun 1, 2026 | — |
| $50M | “fifty million dollars” | Ethos restructured Identity Digital debt to save the company $50M annually | Eric Brooks | Jun 1, 2026 | Supported |
| 6.8% | “6.8%” | Ethos restructured Identity Digital debt to save the company $50M annually | Eric Brooks | Jun 1, 2026 | Supported |
| 100% | “hundred percent” | Kim: Enter every meeting knowing your opening statement and closing objective | John Kim (Kimmer) | May 25, 2026 | — |
| 10× | “10 times” | Kim: Pitching pension plans requires respecting bureaucratic processes and administrative needs | John Kim (Kimmer) | May 25, 2026 | — |
| 6B | “six billion” | Kim: PE megafunds scaled by capitalizing on the 2009 financial crisis | John Kim (Kimmer) | May 25, 2026 | — |
| 20B | “twenty billion” | Kim: PE megafunds scaled by capitalizing on the 2009 financial crisis | John Kim (Kimmer) | May 25, 2026 | — |
| 90% | “90%” | Kim: Junior IR professionals out-earn deal peers; IR partners earn less | John Kim (Kimmer) | May 25, 2026 | — |
| 99% | “99%” | Kim: Junior IR professionals out-earn deal peers; IR partners earn less | John Kim (Kimmer) | May 25, 2026 | — |
| $1B | “a billion dollars” | Quadrangle Group raised a $1B initial fund primarily on Steve Rattner's reputation | Josh Steiner | May 18, 2026 | — |
| 89B | “an eighty-eight billion” | UTIMCO manages $88 billion for 22 institutions | Tony Caruso | May 11, 2026 | Partly supported |
| 11B | “eleven billion” | UTIMCO's zero-beta hedge fund portfolio is roughly $11 billion | Tony Caruso | May 11, 2026 | Supported |
| 7B | “seven billion” | UTIMCO has roughly $7 billion allocated through the Dockside platform | Tony Caruso | May 11, 2026 | — |
| 13B | “a twelve billion” | Walleye Capital operates a $12 billion multi-strategy pass-through fund | Will England | May 11, 2026 | Supported |
| 99.9% | “99.9%” | Almost all portfolio managers prefer identical terms over custom institutional mandates | Derek Drummond | May 11, 2026 | — |
| $11B | “eleven billion dollars” | SWIB's hedge fund portfolio uses $10 billion in internal financing | Derek Drummond | May 11, 2026 | — |
| $100M | “a hundred million dollars” | Multi-managers are raising day-one external SMA tickets to $400 million | Derek Drummond | May 11, 2026 | — |
| 400M | “four hundred million” | Multi-managers are raising day-one external SMA tickets to $400 million | Derek Drummond | May 11, 2026 | — |
| 53% | “53%” | UTIMCO prefers probabilistic 'fox' portfolio managers over overconfident storytellers | Tony Caruso | May 11, 2026 | — |
| 47% | “47%” | UTIMCO prefers probabilistic 'fox' portfolio managers over overconfident storytellers | Tony Caruso | May 11, 2026 | — |
| 100% | “hundred percent” | UTIMCO prefers probabilistic 'fox' portfolio managers over overconfident storytellers | Tony Caruso | May 11, 2026 | — |
| $20B | “twenty billion dollars” | WCM Investment Management manages $120 billion in global assets | Sloan Payne | May 4, 2026 | Supported |
| 90% | “90%” | WCM Co-Founder Kurt Winrich gave 66% of his equity to employees | Sloan Payne | May 4, 2026 | — |
| 24% | “24%” | WCM Co-Founder Kurt Winrich gave 66% of his equity to employees | Sloan Payne | May 4, 2026 | — |
| 95% | “95%” | Wide autonomy with clear boundaries enables teams to self-correct mistakes | Sloan Payne | May 4, 2026 | — |
| 5% | “five percent” | Wide autonomy with clear boundaries enables teams to self-correct mistakes | Sloan Payne | May 4, 2026 | — |
| 3× | “three times” | WCM Investment Management has almost blown up at least three times | Sloan Payne | May 4, 2026 | — |
| $1B | “a billion dollars” | Sloane: GSP Scaled Burger King Franchise to 1,100 Units and $1B+ Exit | Alex Sloane | Apr 27, 2026 | Supported |
| 3× | “three times” | Perelman: Investment Discussions with Universal Consensus Are the Most Dangerous | Matt Perelman | Apr 27, 2026 | — |
| 5× | “five times” | Perelman: Investment Discussions with Universal Consensus Are the Most Dangerous | Matt Perelman | Apr 27, 2026 | — |
| 10T | “10 trillion” | Sloane: Roughly $10T in Assets Will Change Hands Over Two Decades | Alex Sloane | Apr 27, 2026 | Open |
| 60M | “sixty million” | Perelman: Deborah Derby grew portfolio earnings from $60M to $150M before exit | Matt Perelman | Apr 27, 2026 | Supported |
| 50M | “fifty million” | Perelman: Deborah Derby grew portfolio earnings from $60M to $150M before exit | Matt Perelman | Apr 27, 2026 | Supported |
| 4B | “four billion” | Perelman: Garnett Station Partners manages $4 billion in AUM | Matt Perelman | Apr 27, 2026 | — |
| 1M | “a million” | Sloane: GSP has built platforms from $1M EBITDA 20 times | Alex Sloane | Apr 27, 2026 | — |
| 20× | “20 times” | Sloane: GSP has built platforms from $1M EBITDA 20 times | Alex Sloane | Apr 27, 2026 | — |
| 20% | “20%” | Perelman: Multi-unit investments must hit 20% store margins and 3-year payback | Matt Perelman | Apr 27, 2026 | — |
| 5M | “five million” | Sloane: GSP auto services platform grew from under $5M to $25M EBITDA | Alex Sloane | Apr 27, 2026 | — |
| 25M | “twenty-five million” | Sloane: GSP auto services platform grew from under $5M to $25M EBITDA | Alex Sloane | Apr 27, 2026 | — |
| 21M | “a twenty million” | Perelman: Authentic Restaurant Brands Grew From $20M Equity to Multi-Billion Valuation | Matt Perelman | Apr 27, 2026 | — |
| 11× | “11 times” | Perelman: GSP avoids roll-up categories with bolt-on multiples above 8x cash flow | Matt Perelman | Apr 27, 2026 | — |
| 15× | “15 times” | Perelman: GSP avoids roll-up categories with bolt-on multiples above 8x cash flow | Matt Perelman | Apr 27, 2026 | — |
| 8× | “eight times” | Perelman: GSP avoids roll-up categories with bolt-on multiples above 8x cash flow | Matt Perelman | Apr 27, 2026 | — |
| 6% | “six percent” | Perelman: Tech tools boost portfolio organic growth by 200-300 bps | Matt Perelman | Apr 27, 2026 | — |
| 6× | “six times” | Perelman: Tech tools boost portfolio organic growth by 200-300 bps | Matt Perelman | Apr 27, 2026 | — |
| 20M | “twenty million” | Perelman: Debt markets are far friendlier to $15M-$20M EBITDA consolidations | Matt Perelman | Apr 27, 2026 | — |
| 50% | “50%” | Perelman: Founders typically roll 20% to 50% equity in GSP deals | Matt Perelman | Apr 27, 2026 | — |
| 4× | “four X” | Perelman: Super option dilution above 3x to 4x outcomes is worth the cost | Matt Perelman | Apr 27, 2026 | — |
| 80% | “80%” | Comegys: Vanguard Was 80% Active and 20% Passive 25 Years Ago | Rodney Comegys | Apr 20, 2026 | Contradicted |
| 20% | “20%” | Comegys: Vanguard Was 80% Active and 20% Passive 25 Years Ago | Rodney Comegys | Apr 20, 2026 | Contradicted |
| 95% | “95%” | Comegys: Vanguard Returns 95% of Securities Lending Revenue to Funds | Rodney Comegys | Apr 20, 2026 | — |
| 5% | “five percent” | Comegys: Vanguard Returns 95% of Securities Lending Revenue to Funds | Rodney Comegys | Apr 20, 2026 | — |
| 1.5T | “a half trillion” | Comegys: Vanguard Manages Approximately $8.5 Trillion in Index Fund Assets | Rodney Comegys | Apr 20, 2026 | — |
| 50M | “fifty million” | Comegys: Vanguard Owns Average of 8% of Free-Floated U.S. Companies | Rodney Comegys | Apr 20, 2026 | — |
| 8% | “eight percent” | Comegys: Vanguard Owns Average of 8% of Free-Floated U.S. Companies | Rodney Comegys | Apr 20, 2026 | — |
| $1T | “a trillion dollars” | Comegys: Vanguard Executes $1 Trillion Annually Using Algorithmic Trading Technology | Rodney Comegys | Apr 20, 2026 | Supported |
| $6B | “six billion dollars” | Ares Alternative Credit grew from $5-6B to ~$50B in seven years | Joel Holsinger | Apr 9, 2026 | Supported |
| $50B | “fifty billion dollars” | Ares Alternative Credit grew from $5-6B to ~$50B in seven years | Joel Holsinger | Apr 9, 2026 | Supported |
| $50M | “fifty million dollars” | Ares Management's Pathfinder funds accrued over $50M for global philanthropy | Joel Holsinger | Apr 9, 2026 | Supported |
| 5B | “five billion” | MacDonald Was Fired After UVIMCO's Endowment Dropped 20% During the GFC | Bruce MacDonald | Apr 6, 2026 | Supported |
| 4B | “four billion” | MacDonald Was Fired After UVIMCO's Endowment Dropped 20% During the GFC | Bruce MacDonald | Apr 6, 2026 | Supported |
| 20% | “20%” | MacDonald Was Fired After UVIMCO's Endowment Dropped 20% During the GFC | Bruce MacDonald | Apr 6, 2026 | Supported |
| 25% | “25%” | VCU's Endowment Caps Its Private Market Allocation at 25 Percent | Bruce MacDonald | Apr 6, 2026 | — |
| 60% | “60%” | India's Evolving Venture Ecosystem Now Features Funds With Majority Domestic LPs | Bruce MacDonald | Apr 6, 2026 | — |
| 50% | “50%” | VCU Allocates Half Its Portfolio to U.S. Equities to Match Liabilities | Bruce MacDonald | Apr 6, 2026 | — |
| 21B | “a twenty billion” | Mega-Endowments Simply Cannot Deploy Massive Checks Into the Vietnamese Market | Bruce MacDonald | Apr 6, 2026 | — |
| 600M | “a five hundred million” | Mega-Endowments Simply Cannot Deploy Massive Checks Into the Vietnamese Market | Bruce MacDonald | Apr 6, 2026 | — |
| 200M | “two hundred million” | Sub-$200M Venture Funds Offer Asymmetric Outcomes That Established Mega-Funds Cannot Match | Bruce MacDonald | Apr 6, 2026 | — |
| 50× | “50 X” | Sub-$200M Venture Funds Offer Asymmetric Outcomes That Established Mega-Funds Cannot Match | Bruce MacDonald | Apr 6, 2026 | — |
| 80× | “80 X” | Sub-$200M Venture Funds Offer Asymmetric Outcomes That Established Mega-Funds Cannot Match | Bruce MacDonald | Apr 6, 2026 | — |
| 100% | “hundred percent” | Non-traded BDCs recreate the structural asset-liability mismatches of the past | Kieran Goodwin | Mar 30, 2026 | — |
| 5% | “five percent” | Non-traded BDCs recreate the structural asset-liability mismatches of the past | Kieran Goodwin | Mar 30, 2026 | — |
| $50B | “fifty billion dollars” | Non-traded BDCs exploded from zero to $350 billion in assets since 2018 | Kieran Goodwin | Mar 30, 2026 | Partly supported |
| 80% | “80%” | 80% software gross margins will not last indefinitely against aggressive competition | Kieran Goodwin | Mar 30, 2026 | — |
| 7.9% | “7.9%” | Blackstone's BCRED private credit vehicle faced 7.9% in redemption requests | Kieran Goodwin | Mar 30, 2026 | Supported |
| 90% | “90%” | Grantham: GMO's Early Quant Model Matched Discretionary Picks and Performed Equally Well | Jeremy Grantham | Mar 23, 2026 | — |
| 10% | “10%” | Grantham: GMO's Early Quant Model Matched Discretionary Picks and Performed Equally Well | Jeremy Grantham | Mar 23, 2026 | — |
| 1% | “a percent” | Grantham: GMO made positive returns each year from 2000 to 2002 | Jeremy Grantham | Mar 23, 2026 | — |
| 32B | “thirty two billion” | Grantham: GMO's AUM fell to $22B before surging to $165B post-crash | Jeremy Grantham | Mar 23, 2026 | — |
| 70% | “70%” | Grantham: Super-Bubbles End When Speculative Market Leaders Dramatically Underperform | Jeremy Grantham | Mar 23, 2026 | — |
| 4× | “four times” | Grantham: Super-Bubbles End When Speculative Market Leaders Dramatically Underperform | Jeremy Grantham | Mar 23, 2026 | — |
| 2× | “two times” | Grantham: Super-Bubbles End When Speculative Market Leaders Dramatically Underperform | Jeremy Grantham | Mar 23, 2026 | — |
| 3× | “three times” | Grantham: Super-Bubbles End When Speculative Market Leaders Dramatically Underperform | Jeremy Grantham | Mar 23, 2026 | — |
| 5% | “five percent” | Grantham Held a Five Percent Personal Equity Stake in QuantumScape in 2020 | Jeremy Grantham | Mar 23, 2026 | — |
| 20% | “20%” | Grantham: AI rally aborted the full crushing of the 2022 super-bubble | Jeremy Grantham | Mar 23, 2026 | — |
| 50% | “50%” | Grantham: Japan's 20-year-old cohort is half its 1948 size | Jeremy Grantham | Mar 23, 2026 | Supported |
| $1B | “a billion dollars” | Grantham Foundation may reach $1B in cumulative grants by end of 2026 | Jeremy Grantham | Mar 23, 2026 | — |
| 95% | “95%” | Manage 95% of expenses ruthlessly to fund 5% on customer experience | Will Guidara | Mar 16, 2026 | — |
| 5% | “five percent” | Manage 95% of expenses ruthlessly to fund 5% on customer experience | Will Guidara | Mar 16, 2026 | — |
| 5% | “five percent” | Refusing to spend 5% on customer relationships is financially reckless | Will Guidara | Mar 16, 2026 | — |
| 95% | “95%” | 95% of companies recklessly under-invest in customer recovery | Will Guidara | Mar 16, 2026 | — |
| 10× | “10 times” | Founders Never Regret Firing Someone, Only That They Waited Too Long | Katelin Holloway | Mar 9, 2026 | — |
| 35% | “35%” | Baker: Extreme single-stock concentration turns a fund into a single stock | Gavin Baker | Mar 2, 2026 | — |
| 5% | “five percent” | Baker: Extreme single-stock concentration turns a fund into a single stock | Gavin Baker | Mar 2, 2026 | — |
| 1.6B | “1.6 billion” | Grefenstette: Dietrich Foundation allocates an outlier 52% of total NAV to venture | Ed Grefenstette | Feb 23, 2026 | Open |
| 90% | “90%” | Grefenstette: Dietrich Foundation allocates an outlier 52% of total NAV to venture | Ed Grefenstette | Feb 23, 2026 | Open |
| 52% | “52%” | Grefenstette: Dietrich Foundation allocates an outlier 52% of total NAV to venture | Ed Grefenstette | Feb 23, 2026 | Open |
| 52% | “52%” | Dietrich Foundation's massive venture allocation features a heavy China and India focus | Ed Grefenstette | Feb 23, 2026 | — |
| 1T | “a trillion” | Grefenstette: Venture pricing is most distorted in early-stage AI startups | Ed Grefenstette | Feb 23, 2026 | — |
| 5% | “five percent” | Grefenstette: Some institutional endowments have 5% of total NAV in SpaceX | Ed Grefenstette | Feb 23, 2026 | — |
| 200B | “two hundred billion” | Grefenstette: VC capital calls exceeded distributions by $200B since 2022 | Ed Grefenstette | Feb 23, 2026 | Supported |
| 40% | “40%” | Grefenstette: 40% of US unicorns have not raised capital since 2021 | Ed Grefenstette | Feb 23, 2026 | Supported |
| 50% | “50%” | Grefenstette: SaaS valuation multiples have dropped 50% since the 2021 peak | Ed Grefenstette | Feb 23, 2026 | Supported |
| 20% | “20%” | Warrington: Underwriting venture funds centers on a manager's right to win ownership | Sean Warrington | Feb 23, 2026 | — |
| 16M | “a fifteen million” | Grefenstette: Small early-stage VCs hold structural relationship advantages over mega-funds | Ed Grefenstette | Feb 23, 2026 | — |
| 80% | “80%” | Grefenstette: 80% of founders pitching a16z use cheap open-source Chinese LLMs | Ed Grefenstette | Feb 23, 2026 | Supported |
| 200B | “two hundred billion” | Warrington: The era of creating $200B venture-backed companies in China is over | Sean Warrington | Feb 23, 2026 | — |
| $100M | “hundred million dollars” | Warrington: China's venture capital ecosystem lacks a solo capitalist and micro-fund market | Sean Warrington | Feb 23, 2026 | — |
| 49× | “49 times” | Jain: O'Connor hired him after two rapid math and probability questions | Bobby Jain | Feb 16, 2026 | — |
| $10M | “ten million dollars” | Jain: CSFP Index Arb Desk Made $50M In First Year | Bobby Jain | Feb 16, 2026 | — |
| $50M | “fifty million dollars” | Jain: CSFP Index Arb Desk Made $50M In First Year | Bobby Jain | Feb 16, 2026 | — |
| 10% | “10%” | Bobby Jain: Multi-manager funds achieve 10% net returns at 5% volatility | Bobby Jain | Feb 16, 2026 | — |
| 1T | “a trillion” | Jain: Liquid uncorrelated hedge funds total only $1.5T amid massive institutional demand | Bobby Jain | Feb 16, 2026 | — |
| 40% | “40%” | Jain: Liquid uncorrelated hedge funds total only $1.5T amid massive institutional demand | Bobby Jain | Feb 16, 2026 | — |
| 1B | “a billion” | Jain: Building a Multi-Strategy Fund Sequentially Creates Severe Infrastructure Problems | Bobby Jain | Feb 16, 2026 | — |
| 20% | “20%” | Jain: Multi-Strat PMs Earn 20% Fees Because Stop-Loss Execution Is Difficult | Bobby Jain | Feb 16, 2026 | — |
| 75% | “75%” | Gilmore: CalPERS recommended a 75/25 reference portfolio with 400bps active risk | Stephen Gilmore | Feb 9, 2026 | — |
| 25% | “25%” | Gilmore: CalPERS recommended a 75/25 reference portfolio with 400bps active risk | Stephen Gilmore | Feb 9, 2026 | — |
| 80% | “80%” | Gilmore: CalPERS is currently just over 80% funded | Stephen Gilmore | Feb 9, 2026 | Supported |
| 10% | “10%” | O'Connor: Australian credit expanded at 10% annually into the 2000s | Brendan O'Connor | Feb 5, 2026 | Supported |
| 55% | “55%” | O'Connor: Financials and Resources Form 55% of Australian Equity Market | Brendan O'Connor | Feb 5, 2026 | Supported |
| 25% | “25%” | O'Connor: Australian resources shrunk from 65% of the equity market to 25% | Brendan O'Connor | Feb 5, 2026 | Supported |
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