| $10B | “ten billion dollars” | Forman: Tether Generated Over $10 Billion in Profit Last Year | Ben Forman | Apr 21, 2025 | Supported |
| $3B | “three billion dollars” | Forman: Polymarket Facilitated Nearly $3 Billion on 2024 Presidential Election | Ben Forman | Apr 21, 2025 | Supported |
| 95% | “95%” | Forman: Polymarket Called All Seven Swing States Before the Associated Press | Ben Forman | Apr 21, 2025 | Supported |
| 500M | “five hundred million” | Forman: Polymarket Drives $500M to $1B Monthly Volume Across 75K Wallets | Ben Forman | Apr 21, 2025 | Partly supported |
| $1B | “a billion dollars” | Forman: Polymarket Drives $500M to $1B Monthly Volume Across 75K Wallets | Ben Forman | Apr 21, 2025 | Partly supported |
| 2× | “two X” | Forman: Polymarket Saw Double Coinbase's Web Traffic in November 2024 | Ben Forman | Apr 21, 2025 | Contradicted |
| $30B | “thirty billion dollars” | Forman: Aave Has Almost $30 Billion Deposited and $10 Billion Borrowed | Ben Forman | Apr 21, 2025 | Supported |
| 10B | “ten billion” | Forman: Aave Has Almost $30 Billion Deposited and $10 Billion Borrowed | Ben Forman | Apr 21, 2025 | Supported |
| 10% | “10%” | Forman: Hivemapper Mapped 10% of Global Roads Without Spending Corporate Capex | Ben Forman | Apr 21, 2025 | Supported |
| 99% | “99%” | Forman: 99% of Crypto Industry Projects Are Completely Uninvestable | Ben Forman | Apr 21, 2025 | — |
| 1% | “one percent” | Forman: 99% of Crypto Industry Projects Are Completely Uninvestable | Ben Forman | Apr 21, 2025 | — |
| 3T | “three trillion” | Forman: Crypto Total Market Capitalization Remains Below Its 2021 Peak | Ben Forman | Apr 21, 2025 | Supported |
| 10% | “10%” | Papic: Trump will likely moderate tariffs to 5-10% rather than 40% | Marko Papic | Apr 14, 2025 | Held up |
| 40% | “40%” | Papic: Trump will likely moderate tariffs to 5-10% rather than 40% | Marko Papic | Apr 14, 2025 | Held up |
| 10% | “10%” | Gave: Investors should aggressively buy undervalued Latin American assets | Louis-Vincent Gave | Apr 14, 2025 | — |
| 8% | “eight percent” | Gave: Investors should aggressively buy undervalued Latin American assets | Louis-Vincent Gave | Apr 14, 2025 | — |
| 15% | “15%” | Gave: Investors should aggressively buy undervalued Latin American assets | Louis-Vincent Gave | Apr 14, 2025 | — |
| 1.1T | “1.1 trillion” | Gave: China is running a $1.1 trillion trade surplus | Louis-Vincent Gave | Apr 14, 2025 | Supported |
| $10T | “10 trillion dollars” | Papic: US Households Gained $10 Trillion in Real Estate Over Five Years | Marko Papic | Apr 14, 2025 | Partly supported |
| 4% | “four percent” | Papic: US Will Struggle to Bring 10-Year Yield Substantially Below 4% | Marko Papic | Apr 14, 2025 | — |
| 50% | “50%” | Gave: Private Equity and Credit Report 50% Gains Amid Flat Broader Markets | Louis-Vincent Gave | Apr 14, 2025 | Contradicted |
| 90% | “90%” | Papic: Markets React to Rate of Change in Geopolitical Risk, Not Absolute Levels | Marko Papic | Apr 14, 2025 | — |
| 50% | “50%” | Gave: Structured Products in Private Banks Create Catastrophic Hidden Downside Leverage | Louis-Vincent Gave | Apr 14, 2025 | — |
| 5% | “five percent” | Gave: Structured Products in Private Banks Create Catastrophic Hidden Downside Leverage | Louis-Vincent Gave | Apr 14, 2025 | — |
| 30% | “30%” | Gave: Structured Products in Private Banks Create Catastrophic Hidden Downside Leverage | Louis-Vincent Gave | Apr 14, 2025 | — |
| 100% | “hundred percent” | Gave: Structured Products in Private Banks Create Catastrophic Hidden Downside Leverage | Louis-Vincent Gave | Apr 14, 2025 | — |
| 95% | “95%” | Marks: Nifty 50 Equities Lost 95% Over Five Years After September 1969 | Howard Marks | Apr 7, 2025 | Contradicted |
| 1T | “a trillion” | Marks: Private credit grew over 6x to $1.5T since 2007 | Howard Marks | Apr 7, 2025 | Supported |
| 6× | “six X” | Marks: Private credit grew over 6x to $1.5T since 2007 | Howard Marks | Apr 7, 2025 | Supported |
| 2% | “two percent” | Marks: Daily stock price swings reflect trader psychology, not intrinsic value | Howard Marks | Apr 7, 2025 | — |
| 10% | “10%” | Marks: Private credit draws down less because valuations ignore market psychology | Howard Marks | Apr 7, 2025 | — |
| 2% | “two percent” | Marks: Private credit draws down less because valuations ignore market psychology | Howard Marks | Apr 7, 2025 | — |
| 10% | “10%” | Howard Marks: Private credit managers like avoiding mark-to-market accounting during downturns | Howard Marks | Apr 7, 2025 | — |
| 2% | “two percent” | Howard Marks: Private credit managers like avoiding mark-to-market accounting during downturns | Howard Marks | Apr 7, 2025 | — |
| 1.5T | “a half trillion” | Marks: PE amassed $2.5T in dry powder and most remains uninvested | Howard Marks | Apr 7, 2025 | Supported |
| 6% | “six percent” | Marks: Leveraged buyout math breaks down when borrowing costs hit 10% | Howard Marks | Apr 7, 2025 | — |
| 11% | “11%” | Marks: Leveraged buyout math breaks down when borrowing costs hit 10% | Howard Marks | Apr 7, 2025 | — |
| 10% | “10%” | Marks: Leveraged buyout math breaks down when borrowing costs hit 10% | Howard Marks | Apr 7, 2025 | — |
| $3T | “three trillion dollars” | Marks: Private equity funds hold roughly $3T in unsold portfolio companies | Howard Marks | Apr 7, 2025 | Supported |
| 1% | “one percent” | Reynolds: Institutional PE/VC allocations grew from under 1% to 5-10% | Megan Reynolds | Mar 31, 2025 | Partly supported |
| 21B | “a twenty billion” | Reynolds: TPG's WaMu deal went to zero before capital calls finished | Megan Reynolds | Mar 31, 2025 | Supported |
| 2.6B | “a 1.6 billion” | Reynolds: Altimeter's late 2021 fund was $1.6B, 3x previous size | Megan Reynolds | Mar 31, 2025 | Supported |
| 3× | “three times” | Reynolds: Altimeter's late 2021 fund was $1.6B, 3x previous size | Megan Reynolds | Mar 31, 2025 | Supported |
| 50% | “50%” | Reynolds: Venture funds contracted by 50% between 2005 and 2008 | Megan Reynolds | Mar 31, 2025 | Contradicted |
| $1B | “a billion dollars” | Reynolds: Very Few Venture Funds Over $1B Have Ever Returned 3x+ | Megan Reynolds | Mar 31, 2025 | Supported |
| 3× | “three X” | Reynolds: Very Few Venture Funds Over $1B Have Ever Returned 3x+ | Megan Reynolds | Mar 31, 2025 | Supported |
| 3M | “three million” | Grefenstette's early micro-market buyout fund delivered a 2x net return | Ed Grefenstette | Mar 24, 2025 | — |
| 2× | “two X” | Grefenstette's early micro-market buyout fund delivered a 2x net return | Ed Grefenstette | Mar 24, 2025 | — |
| 8× | “eight X” | Micro-market private equity returns mirror venture capital distributions | Ed Grefenstette | Mar 24, 2025 | — |
| 70M | “seventy million” | Bill Dietrich funded The Dietrich Foundation with $170M in 1997 | Ed Grefenstette | Mar 24, 2025 | Supported |
| 90% | “90%” | Dietrich Foundation currently allocates 90% of its portfolio to illiquid assets | Ed Grefenstette | Mar 24, 2025 | — |
| $1.4B | “1.4 billion dollars” | Dietrich Foundation received $1.4B in private distributions over ten years | Ed Grefenstette | Mar 24, 2025 | — |
| 1B | “one billion” | Dietrich Foundation received $1.4B in private distributions over ten years | Ed Grefenstette | Mar 24, 2025 | — |
| 400M | “four hundred million” | Dietrich Foundation received $1.4B in private distributions over ten years | Ed Grefenstette | Mar 24, 2025 | — |
| 5% | “five percent” | Dietrich Foundation distributes 3% of NAV annually under 509(a) structure | Ed Grefenstette | Mar 24, 2025 | — |
| 3% | “three percent” | Dietrich Foundation distributes 3% of NAV annually under 509(a) structure | Ed Grefenstette | Mar 24, 2025 | — |
| 100% | “hundred percent” | Dietrich allocates roughly 55% of its private portfolio to venture capital | Ed Grefenstette | Mar 24, 2025 | — |
| 55% | “55%” | Dietrich allocates roughly 55% of its private portfolio to venture capital | Ed Grefenstette | Mar 24, 2025 | — |
| 38% | “38%” | Dietrich Foundation's total portfolio exposure to China peaked at 38% in 2020 | Ed Grefenstette | Mar 24, 2025 | — |
| 20% | “20%” | Dietrich Foundation's total portfolio exposure to China peaked at 38% in 2020 | Ed Grefenstette | Mar 24, 2025 | — |
| 60M | “sixty million” | Dietrich Foundation's China portfolio generated $160M in excess liquidity | Ed Grefenstette | Mar 24, 2025 | — |
| 4B | “four billion” | Multi-billion VC funds need 50% concentration in few winners to 4x | Ed Grefenstette | Mar 24, 2025 | — |
| 50% | “50%” | Multi-billion VC funds need 50% concentration in few winners to 4x | Ed Grefenstette | Mar 24, 2025 | — |
| 5× | “five X” | Multi-billion VC funds need 50% concentration in few winners to 4x | Ed Grefenstette | Mar 24, 2025 | — |
| 6% | “six percent” | Dietrich Foundation holds roughly 32 co-investments totaling 5-6% of NAV | Ed Grefenstette | Mar 24, 2025 | — |
| 5.6× | “5.6 X” | A European GP waterfall requires 5.6x gross to deliver 3x net | Ed Grefenstette | Mar 24, 2025 | — |
| 3× | “three X” | A European GP waterfall requires 5.6x gross to deliver 3x net | Ed Grefenstette | Mar 24, 2025 | — |
| 19% | “19%” | Dietrich Foundation's unfunded private equity commitments represent 19% of NAV | Ed Grefenstette | Mar 24, 2025 | — |
| 3× | “three X” | U.S. public equity market concentration is at a 100-year high | Ed Grefenstette | Mar 24, 2025 | Supported |
| 24% | “24%” | Energy companies made up 24% of the S&P 500 in the 1970s | Ed Grefenstette | Mar 24, 2025 | Supported |
| 4% | “four percent” | Energy companies made up 24% of the S&P 500 in the 1970s | Ed Grefenstette | Mar 24, 2025 | Supported |
| 50% | “50%” | India's demographic profile is far superior to China's | Ed Grefenstette | Mar 24, 2025 | Supported |
| 32% | “32%” | India's demographic profile is far superior to China's | Ed Grefenstette | Mar 24, 2025 | Supported |
| 3× | “three X” | LPs agreeing to American deal-by-deal carry waterfalls is absurd | Ed Grefenstette | Mar 24, 2025 | — |
| 16× | “16 times” | O'Leary: Direct LP feedback to founders relieves internal IR teams | Shannon O'Leary | Mar 10, 2025 | — |
| 100% | “hundred percent” | O'Leary: Foundation investment team turned over 100% twice before her arrival | Shannon O'Leary | Mar 10, 2025 | — |
| 5% | “five percent” | O'Leary: Foundation allocates 65% to growth assets to fund 5% spending | Shannon O'Leary | Mar 10, 2025 | — |
| 65% | “65%” | O'Leary: Foundation allocates 65% to growth assets to fund 5% spending | Shannon O'Leary | Mar 10, 2025 | — |
| 90% | “90%” | O'Leary: Getting managers to reveal concealed truths is 90% of diligence | Shannon O'Leary | Mar 10, 2025 | — |
| $80B | “eighty billion dollars” | O'Leary: AI is bubblicious and could trigger public market volatility | Shannon O'Leary | Mar 10, 2025 | — |
| 80% | “80%” | Zorub: Parsifal concentrates 65% to 80% of risk in 10 longs | David Zorub | Mar 3, 2025 | — |
| 7% | “seven percent” | Zorub: Teams should reject ideas lacking potential for 5% to 7% sizing | David Zorub | Mar 3, 2025 | — |
| 10% | “10%” | Zorub: Russell 2000 index swung 8% to 10% six times last year | David Zorub | Mar 3, 2025 | Supported |
| 7× | “seven times” | Zorub: Russell 2000 index swung 8% to 10% six times last year | David Zorub | Mar 3, 2025 | Supported |
| 5% | “five percent” | Zorub: Parsifal currently receives a 4% to 5% short rebate | David Zorub | Mar 3, 2025 | — |
| 50% | “50%” | Zorub: SharkNinja routinely grabs 30% to 40% share in new product categories | David Zorub | Mar 3, 2025 | Supported |
| 40% | “40%” | Zorub: SharkNinja routinely grabs 30% to 40% share in new product categories | David Zorub | Mar 3, 2025 | Supported |
| $32B | “thirty two billion dollars” | Roth: BBR Partners manages $32B across roughly 180 families | Evan Roth | Feb 24, 2025 | — |
| $50M | “fifty million dollars” | Roth: BBR Partners manages $32B across roughly 180 families | Evan Roth | Feb 24, 2025 | — |
| 60% | “60%” | Barth: BBR declined a 2x NAV bid on a 2022 venture fund | Brett Barth | Feb 24, 2025 | — |
| 2× | “two times” | Barth: BBR declined a 2x NAV bid on a 2022 venture fund | Brett Barth | Feb 24, 2025 | — |
| 12% | “12%” | Choe: Charlesbank models a 12% annual recession probability for underwriting | Mike Choe | Feb 17, 2025 | — |
| 41B | “a Forty billion” | Choe: US CPA industry is a $40 billion market before advisory revenue | Mike Choe | Feb 17, 2025 | Contradicted |
| 2% | “2%” | Charles: The top 700 private equity firms control 90% of capital | Ian Charles | Feb 10, 2025 | — |
| 20% | “20%” | Charles: The top 700 private equity firms control 90% of capital | Ian Charles | Feb 10, 2025 | — |
| 90% | “90%” | Charles: The top 700 private equity firms control 90% of capital | Ian Charles | Feb 10, 2025 | — |
| $55B | “fifty-five billion dollars” | Charles: Top wirehouses committed twice as much capital as top institutional LPs | Ian Charles | Feb 10, 2025 | Not publicly verifiable |
| $10B | “ten billion dollars” | Charles: Top wirehouses committed twice as much capital as top institutional LPs | Ian Charles | Feb 10, 2025 | Not publicly verifiable |
| 2× | “two X” | Charles: Top wirehouses committed twice as much capital as top institutional LPs | Ian Charles | Feb 10, 2025 | Not publicly verifiable |
| $50B | “fifty billion dollars” | Charles: Top-tier mega-firms raised $250B via captive insurance and wealth channels | Ian Charles | Feb 10, 2025 | Supported |
| 25% | “25%” | Charles: Average distribution yield today would beat PE exit records by 25% | Ian Charles | Feb 10, 2025 | Supported |
| 20% | “20%” | Charles: Inorganic transactions account for 20% of recent PE exit activity | Ian Charles | Feb 10, 2025 | Supported |
| 10% | “10%” | Charles: The private equity asset class is currently 10% overvalued | Ian Charles | Feb 10, 2025 | — |
| 80% | “80%” | Charles: 80% of Recent Sports Team Buyers Come from Tech or Private Markets | Ian Charles | Feb 10, 2025 | Contradicted |
| 1B | “a billion” | Facebook ran a 90-day project to grow Zuckerberg and Sandberg's followings | Anthony Pompliano | Feb 3, 2025 | — |
| 9M | “nine million” | Facebook ran a 90-day project to grow Zuckerberg and Sandberg's followings | Anthony Pompliano | Feb 3, 2025 | — |
| 1.5M | “a half million” | Pompliano's first $3.5 million micro-VC fund invested in four unicorns | Anthony Pompliano | Feb 3, 2025 | Partly supported |
| 14% | “14%” | Pompliano claims average VC funds outperformed QQQ by 400 basis points | Anthony Pompliano | Feb 3, 2025 | Contradicted |
| 17% | “17%” | Pompliano claims average VC funds outperformed QQQ by 400 basis points | Anthony Pompliano | Feb 3, 2025 | Contradicted |
| 18% | “18%” | Pompliano claims average VC funds outperformed QQQ by 400 basis points | Anthony Pompliano | Feb 3, 2025 | Contradicted |
| 100% | “hundred percent” | Pompliano sold Reflexivity Research to DeFi Technologies in an all-stock deal | Anthony Pompliano | Feb 3, 2025 | — |
| 100M | “hundred million” | DeFi Technologies stock surged from $0.51 to over $3.30 after Reflexivity acquisition | Anthony Pompliano | Feb 3, 2025 | Supported |
| 51M | “a fifty million” | Green: Lead Edge Fund I allocated 25% to Alibaba at $12B valuation | Mitchell Green | Jan 27, 2025 | — |
| 12B | “twelve billion” | Green: Lead Edge Fund I allocated 25% to Alibaba at $12B valuation | Mitchell Green | Jan 27, 2025 | — |
| 25% | “25%” | Green: Lead Edge Fund I allocated 25% to Alibaba at $12B valuation | Mitchell Green | Jan 27, 2025 | — |
| 1K | “a thousand” | Green: Lead Edge sifts 10,000 companies annually to close 5-7 deals | Mitchell Green | Jan 27, 2025 | — |
| 1% | “one percent” | Green: Lead Edge sifts 10,000 companies annually to close 5-7 deals | Mitchell Green | Jan 27, 2025 | — |
| 3M | “three million” | Green: Preferred stock in capital-efficient software creates strong downside protection | Mitchell Green | Jan 27, 2025 | — |
| 80% | “80%” | Green: Preferred stock in capital-efficient software creates strong downside protection | Mitchell Green | Jan 27, 2025 | — |
| $10M | “ten million dollars” | Green: Lead Edge is the first institutional investor in 60% of investments | Mitchell Green | Jan 27, 2025 | Not publicly verifiable |
| 1B | “a billion” | Reynolds: In May 1997, Santa Fe's $1B IPO overshadowed Amazon's debut | John Reynolds | Jan 20, 2025 | Partly supported |
| $75M | “seventy-five million dollars” | McLean: CrownRock required only $100M of primary equity in total | Jay McLean | Jan 20, 2025 | Partly supported |
| $25M | “twenty-five million dollars” | McLean: CrownRock required only $100M of primary equity in total | Jay McLean | Jan 20, 2025 | Partly supported |
| $100M | “a hundred million dollars” | McLean: CrownRock required only $100M of primary equity in total | Jay McLean | Jan 20, 2025 | Partly supported |
| 10% | “10%” | McLean: Direct raw acreage leasing yielded 100%+ returns vs 10-15% on producing assets | Jay McLean | Jan 20, 2025 | — |
| 15% | “15%” | McLean: Direct raw acreage leasing yielded 100%+ returns vs 10-15% on producing assets | Jay McLean | Jan 20, 2025 | — |
| 100% | “hundred percent” | McLean: Direct raw acreage leasing yielded 100%+ returns vs 10-15% on producing assets | Jay McLean | Jan 20, 2025 | — |
| 90% | “90%” | McLean: CrownRock sold forward 90% of crude production entering 2008 crisis | Jay McLean | Jan 20, 2025 | — |
| 3× | “three X” | McLean: Permian Shift to Horizontal Drilling Yielded 3x Capital Productivity Uplift | Jay McLean | Jan 20, 2025 | Supported |
| $100M | “a hundred million dollars” | Farber: Lime Rock funded CrownRock land buys by selling packages to MLPs | Jonathan Farber | Jan 20, 2025 | — |
| 10% | “10%” | McLean: CrownRock returned 79x while the public XOP index returned 0.9x | Jay McLean | Jan 20, 2025 | — |
| 79× | “79 X” | McLean: CrownRock returned 79x while the public XOP index returned 0.9x | Jay McLean | Jan 20, 2025 | — |
| 9× | “9 X” | McLean: CrownRock returned 79x while the public XOP index returned 0.9x | Jay McLean | Jan 20, 2025 | — |
| 2× | “two X” | McLean: Natural gas emissions reductions beat solar and wind combined by 2x | Jay McLean | Jan 20, 2025 | Supported |
| 100% | “hundred percent” | Sullivan: Hedge fund industry tilts toward a mercenary P&L-driven model | Mark Sullivan | Jan 16, 2025 | — |
| 68% | “68%” | Isch: Multi-strategy funds fail when risk models miss frequent tail events | Roberto Ish | Jan 16, 2025 | — |
| 99% | “99%” | Miller: Spectrum Brands Saw 99% Sales Jump From 'Kids Love Aquariums' Slogan | Donald Miller | Jan 13, 2025 | — |
| 75% | “75%” | Miller: The customer's problem represents 75% of effective brand messaging | Donald Miller | Jan 13, 2025 | — |
| 25% | “25%” | Miller: The customer's problem represents 75% of effective brand messaging | Donald Miller | Jan 13, 2025 | — |
| 85% | “85%” | Miller: 85% of StoryBrand customers bought after initial sales cycle ended | Donald Miller | Jan 13, 2025 | — |
| 6M | “a five million” | Biscardi: How ex-convict Daniel Dart built an outsized allocator network | Ron Biscardi | Jan 6, 2025 | — |
| 50% | “50%” | O'Reilly: Prosek founder spends 50% of her time hosting salon dinners | Katie O'Reilly | Jan 6, 2025 | — |
| 21B | “a twenty billion” | Biscardi: Mid-tier funds are struggling to raise capital in the Middle East | Ron Biscardi | Jan 6, 2025 | — |
| 51B | “a fifty billion” | Biscardi: Mid-tier funds are struggling to raise capital in the Middle East | Ron Biscardi | Jan 6, 2025 | — |
| $65B | “sixty-five billion dollars” | Seides: Big banks allocated $65B to alts vs $5B-$10B from SWFs | Ted Seides | Dec 30, 2024 | — |
| 10B | “ten billion” | Seides: Big banks allocated $65B to alts vs $5B-$10B from SWFs | Ted Seides | Dec 30, 2024 | — |
| $1.3T | “1.3 trillion dollars” | Hynes: Wellington's $1.3T Platform Is Split Across Roughly 60 Teams | Jean Hynes | Dec 23, 2024 | — |
| 10% | “10%” | Hynes: Wellington turnover is under 10% overall and lower for investors | Jean Hynes | Dec 23, 2024 | — |
| 90% | “90%” | Peters: Equities Drive 90% of Institutional Portfolio Risk | Eric Peters | Dec 16, 2024 | — |
| 100% | “100%” | McCusker: Hightower acquiring 100% of NEPC was a deal-breaker | Tim McCusker | Dec 9, 2024 | — |
| 10T | “a nine trillion” | Heller: Private equity is $9T and hedge funds are $3T-$4T | Chris Heller | Dec 2, 2024 | Supported |
| 4T | “four trillion” | Heller: Private equity is $9T and hedge funds are $3T-$4T | Chris Heller | Dec 2, 2024 | Supported |
| 85% | “85%” | Heller: Decide on niche asset investments at 80% to 85% understanding | Chris Heller | Dec 2, 2024 | — |
| 15M | “fifteen million” | Kings League World Cup generated 215 million views, 80% under age 34 | Chris Heller | Dec 2, 2024 | Partly supported |
| 80% | “80%” | Kings League World Cup generated 215 million views, 80% under age 34 | Chris Heller | Dec 2, 2024 | Partly supported |
| $20B | “twenty billion dollars” | Heller: Unscalable operational friction and bespoke structuring create niche investing's moat | Chris Heller | Dec 2, 2024 | — |
| 15% | “15%” | Bank: College-age population will drop 15% over next few years | Matt Bank | Nov 25, 2024 | Open |
| 7% | “seven percent” | Bank: GEM Targets 3x Net Return and 5-7% Public Outperformance for PE | Matt Bank | Nov 25, 2024 | — |
| 3× | “three X” | Bank: GEM Targets 3x Net Return and 5-7% Public Outperformance for PE | Matt Bank | Nov 25, 2024 | — |
| 3× | “three times” | Bank: Carve-outs favor buyers because corporate sellers prioritize divestment speed over price | Matt Bank | Nov 25, 2024 | — |
| 4× | “four times” | Bank: Carve-outs favor buyers because corporate sellers prioritize divestment speed over price | Matt Bank | Nov 25, 2024 | — |
| 5× | “five times” | Bank: Carve-outs favor buyers because corporate sellers prioritize divestment speed over price | Matt Bank | Nov 25, 2024 | — |
| 8× | “eight times” | Bank: Carve-outs favor buyers because corporate sellers prioritize divestment speed over price | Matt Bank | Nov 25, 2024 | — |
| 4% | “four percent” | Bank: Passive Public Equity Is Less Compelling Given Current Valuations | Matt Bank | Nov 25, 2024 | — |
| 60% | “60%” | Bank: 60% of venture capital firms generate less than cost | Matt Bank | Nov 25, 2024 | Contradicted |
| 5B | “five billion” | Bank: $5B VC funds must capture rare generational companies | Matt Bank | Nov 25, 2024 | — |
| $1B | “a billion dollars” | HomeTap has deployed over $1B across 14,000 homeowners in 18 states | Jeff Glass | Nov 21, 2024 | Supported |
| 6B | “six billion” | Glidden: Emory Endowment Sold $3B in Coca-Cola Stock to Diversify | Jon Glidden | Nov 18, 2024 | Partly supported |
| $3B | “three billion dollars” | Glidden: Emory Endowment Sold $3B in Coca-Cola Stock to Diversify | Jon Glidden | Nov 18, 2024 | Partly supported |
| 7B | “seven billion” | Delta's Pension Was America's Worst-Funded in 2011 With $14B Shortfall | Jon Glidden | Nov 18, 2024 | Supported |
| $7B | “seven billion dollars” | Delta's Pension Was America's Worst-Funded in 2011 With $14B Shortfall | Jon Glidden | Nov 18, 2024 | Supported |
| 30% | “30%” | Delta's 2014 Pension Strategy: 40% Hedge Funds and 50% Leverage | Jon Glidden | Nov 18, 2024 | — |
| 40% | “40%” | Delta's 2014 Pension Strategy: 40% Hedge Funds and 50% Leverage | Jon Glidden | Nov 18, 2024 | — |
| 10% | “10%” | Delta's 2014 Pension Strategy: 40% Hedge Funds and 50% Leverage | Jon Glidden | Nov 18, 2024 | — |
| 50% | “50%” | Delta's 2014 Pension Strategy: 40% Hedge Funds and 50% Leverage | Jon Glidden | Nov 18, 2024 | — |
| 20% | “20%” | Delta's 2014 Pension Strategy: 40% Hedge Funds and 50% Leverage | Jon Glidden | Nov 18, 2024 | — |
| $100M | “a hundred million dollars” | Glidden: Delta Pension Pays Over $100M Monthly in Benefits | Jon Glidden | Nov 18, 2024 | Supported |
| 20% | “20%” | Glidden: Paying 20% Fees on 0.4 Beta Demands Unrealistic Selection Skill | Jon Glidden | Nov 18, 2024 | — |
| 15% | “15%” | Glidden: Delta allocated private assets across 50% primaries, 30% secondaries, 20% co-investments | Jon Glidden | Nov 18, 2024 | — |
| 9% | “nine percent” | Glidden: Delta allocated private assets across 50% primaries, 30% secondaries, 20% co-investments | Jon Glidden | Nov 18, 2024 | — |
| 6% | “six percent” | Glidden: Delta allocated private assets across 50% primaries, 30% secondaries, 20% co-investments | Jon Glidden | Nov 18, 2024 | — |
| 50% | “50%” | Glidden: Delta allocated private assets across 50% primaries, 30% secondaries, 20% co-investments | Jon Glidden | Nov 18, 2024 | — |
| 30% | “30%” | Glidden: Delta allocated private assets across 50% primaries, 30% secondaries, 20% co-investments | Jon Glidden | Nov 18, 2024 | — |
| 20% | “20%” | Glidden: Delta allocated private assets across 50% primaries, 30% secondaries, 20% co-investments | Jon Glidden | Nov 18, 2024 | — |
| 10% | “10%” | Glidden: Delta capped venture capital at 5% to 10% of private equity | Jon Glidden | Nov 18, 2024 | — |
| 5% | “five percent” | Glidden: Delta pledged 5% contributions and a 9% return backstop | Jon Glidden | Nov 18, 2024 | — |
| 9% | “nine percent” | Glidden: Delta pledged 5% contributions and a 9% return backstop | Jon Glidden | Nov 18, 2024 | — |
| 3B | “three billion” | Delta Pension Faced $3B in Margin Calls During March 2020 | Jon Glidden | Nov 18, 2024 | — |
| 10% | “10%” | Delta Pension Compounded at Over 10% With ~185 Bps Alpha (2011-2021) | Jon Glidden | Nov 18, 2024 | Not publicly verifiable |
| $200M | “two hundred million dollars” | Delta's Portable Alpha Strategy Generated $2.25B in Net Value Over Decade | Jon Glidden | Nov 18, 2024 | — |
| 2.3B | “2.25 billion” | Delta's Portable Alpha Strategy Generated $2.25B in Net Value Over Decade | Jon Glidden | Nov 18, 2024 | — |
| 1B | “a billion” | Delta's Portable Alpha Strategy Generated $2.25B in Net Value Over Decade | Jon Glidden | Nov 18, 2024 | — |
| 5× | “five times” | Michalik: PE downside is capped at 1x while target upside is 3x-5x | Chris and Rob Michalik | Nov 11, 2024 | — |
| 70% | “70%” | Kinderhook installs operating partners as CEO in 70-75% of acquisitions | Chris and Rob Michalik | Nov 11, 2024 | — |
| 30% | “30%” | Kinderhook installs operating partners as CEO in 70-75% of acquisitions | Chris and Rob Michalik | Nov 11, 2024 | — |
| $100M | “a hundred million dollars” | Operating partners invested $100M at full fees in Kinderhook's last two funds | Chris and Rob Michalik | Nov 11, 2024 | — |
| 60% | “60%” | Michalik: 55% to 60% of US healthcare is government-funded | Chris and Rob Michalik | Nov 11, 2024 | Partly supported |
| $850M | “eight hundred fifty million dollars” | Michalik: UnitedHealth Agreed to Buy Steward Physician Group for $850M | Chris and Rob Michalik | Nov 11, 2024 | Supported |
| $245M | “two hundred forty five million dollars” | Kinderhook Signed $245M Deal in August 2024 for Stewardship Assets | Chris and Rob Michalik | Nov 11, 2024 | — |
| 2% | “two percent” | Michalik: Mobile Mini Tank targeted only 2% price increases amid 9% inflation | Rob Michalik | Nov 11, 2024 | — |
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