| 9% | “nine percent” | Michalik: Mobile Mini Tank targeted only 2% price increases amid 9% inflation | Rob Michalik | Nov 11, 2024 | — |
| 30% | “30%” | Michalik: Frack tank and dewatering box replacement costs jumped 20% to 30% | Rob Michalik | Nov 11, 2024 | Supported |
| 7× | “seven times” | Kinderhook acquired Mobile Mini Tank for less than 7x EBITDA | Rob Michalik | Nov 11, 2024 | — |
| 50% | “50%” | Michalik: Ironclad raised fleet utilization to 67-68% from 50% and mid-60s | Rob Michalik | Nov 11, 2024 | — |
| 68% | “68%” | Michalik: Ironclad raised fleet utilization to 67-68% from 50% and mid-60s | Rob Michalik | Nov 11, 2024 | — |
| 50% | “50%” | Ironclad was financed under 4x debt-to-EBITDA with nearly 50% equity | Rob Michalik | Nov 11, 2024 | — |
| 40% | “40%” | Michalik: Ironclad achieves double-digit top-line growth and 40% EBITDA margin | Rob Michalik | Nov 11, 2024 | — |
| $100M | “a hundred million dollars” | Ironclad Environmental Services generates over $100M in combined EBITDA | Rob Michalik | Nov 11, 2024 | — |
| 100% | “hundred percent” | Bessent: Mortgage book author's fund lost 100% during the subprime crisis | Scott Bessent | Nov 4, 2024 | — |
| 0.5% | “half percent” | Bessent: 1992 pound short risked only 2.5% against massive asymmetric upside | Scott Bessent | Nov 4, 2024 | Partly supported |
| 140% | “140%” | Bessent: Soros used 300% leverage to gain 140% trading 1980s currency accords | Scott Bessent | Nov 4, 2024 | Partly supported |
| 6% | “six percent” | Bessent: Soros used 300% leverage to gain 140% trading 1980s currency accords | Scott Bessent | Nov 4, 2024 | Partly supported |
| 300% | “300%” | Bessent: Soros used 300% leverage to gain 140% trading 1980s currency accords | Scott Bessent | Nov 4, 2024 | Partly supported |
| 3× | “three times” | Bessent: Great external managers provide big thematic trade ideas and SPVs | Scott Bessent | Nov 4, 2024 | — |
| 1.5B | “a half billion” | Bessent: Soros bought Jon Corzine's $3.5B Italian bond liquidation in 2011 | Scott Bessent | Nov 4, 2024 | Partly supported |
| 12× | “12 times” | Sandler: Stock multiples expand due to shifting marginal buyers, not personal valuations | Ricky Sandler | Oct 28, 2024 | — |
| 18× | “18 times” | Sandler: Stock multiples expand due to shifting marginal buyers, not personal valuations | Ricky Sandler | Oct 28, 2024 | — |
| 80% | “80%” | Sandler: Multi-Year Reviews Are Necessary to Accurately Diagnose Investment Mistakes | Ricky Sandler | Oct 28, 2024 | — |
| 3% | “three percent” | Sandler: Tracking real-time alternative data is table stakes against pod shops | Ricky Sandler | Oct 28, 2024 | — |
| 25% | “25%” | Sandler: Passive equity market share has risen to 60% | Ricky Sandler | Oct 28, 2024 | Supported |
| 40% | “40%” | Sandler: Eminence portfolio turnover spiked up to 80% on shorts since 2019 | Ricky Sandler | Oct 28, 2024 | — |
| 80% | “80%” | Sandler: Eminence portfolio turnover spiked up to 80% on shorts since 2019 | Ricky Sandler | Oct 28, 2024 | — |
| 30% | “30%” | Sandler: Eminence spends 20% to 30% of research time on market setup | Ricky Sandler | Oct 28, 2024 | — |
| 2% | “two percent” | Sandler: Eminence caps individual short positions at 2% of capital | Ricky Sandler | Oct 28, 2024 | — |
| 30% | “30%” | Sandler: Eminence allocates 70% to long strategies and 30% to hedge fund | Ricky Sandler | Oct 28, 2024 | — |
| 70% | “70%” | Sandler: Eminence allocates 70% to long strategies and 30% to hedge fund | Ricky Sandler | Oct 28, 2024 | — |
| 100% | “hundred percent” | Sandler: Eminence allocates 70% to long strategies and 30% to hedge fund | Ricky Sandler | Oct 28, 2024 | — |
| 50M | “fifty million” | Yale's Initial Prospect Fellowship Cohort Comprises 30 to 60 Basis Points | Ted Seides | Oct 25, 2024 | Supported |
| $50M | “fifty million dollars” | Texas TRS Graduated Just 12 of 190 Emerging Managers Over 20 Years | Ted Seides | Oct 25, 2024 | Supported |
| 50M | “fifty million” | $50M Commitment Is Subscale for New PE, Real Estate, and Hedge Funds | Ted Seides | Oct 25, 2024 | — |
| $50M | “fifty million dollars” | $50M Commitment Is Subscale for New PE, Real Estate, and Hedge Funds | Ted Seides | Oct 25, 2024 | — |
| 80% | “80%” | Briner: Scaling an OCIO flips daily time to 80% client relations | Brad Briner | Oct 21, 2024 | — |
| 20% | “20%” | Briner: Scaling an OCIO flips daily time to 80% client relations | Brad Briner | Oct 21, 2024 | — |
| 12% | “12%” | Briner: First lien private credit yields compressed from 12% to 9% | Brad Briner | Oct 21, 2024 | Supported |
| 48% | “48%” | Briner: North Carolina pension holds a massive 52% fixed income allocation | Brad Briner | Oct 21, 2024 | Partly supported |
| 52% | “52%” | Briner: North Carolina pension holds a massive 52% fixed income allocation | Brad Briner | Oct 21, 2024 | Partly supported |
| 0.5% | “half percent” | Briner: North Carolina pension holds a massive 52% fixed income allocation | Brad Briner | Oct 21, 2024 | Partly supported |
| $10B | “ten billion dollars” | Briner aims to deploy $10B of North Carolina pension cash into credit | Brad Briner | Oct 21, 2024 | — |
| 50% | “50%” | Miller: Global Oil Demand Fell Only 10% During Peak May 2020 Lockdowns | Matt Miller | Oct 14, 2024 | Contradicted |
| 70% | “70%” | Miller: Global Oil Demand Fell Only 10% During Peak May 2020 Lockdowns | Matt Miller | Oct 14, 2024 | Contradicted |
| 10% | “10%” | Miller: Global Oil Demand Fell Only 10% During Peak May 2020 Lockdowns | Matt Miller | Oct 14, 2024 | Contradicted |
| 80% | “80%” | Miller: 80% of Republicans Under 35 Prioritize Climate as Top-Five Policy Issue | Matt Miller | Oct 14, 2024 | Contradicted |
| 20% | “20%” | Miller: Western Oklahoma wholesale power prices are negative 20% of the time | Matt Miller | Oct 14, 2024 | Supported |
| 100% | “hundred percent” | Miller: 100% battery backup for Germany's grid would cost $270T | Matt Miller | Oct 14, 2024 | — |
| 30% | “30%” | Miller: Good carbon capture projects yield 20–30% unlevered IRR and 3–6x returns | Matt Miller | Oct 14, 2024 | — |
| 6× | “six times” | Miller: Good carbon capture projects yield 20–30% unlevered IRR and 3–6x returns | Matt Miller | Oct 14, 2024 | — |
| $3B | “three billion dollars” | Miller: Global voluntary carbon market is $3B annually versus $1T IRA | Matt Miller | Oct 14, 2024 | Partly supported |
| $1T | “a trillion dollars” | Miller: Global voluntary carbon market is $3B annually versus $1T IRA | Matt Miller | Oct 14, 2024 | Partly supported |
| 100% | “hundred percent” | Miller: Carbon capture will reach coal and gas plants within a decade | Matt Miller | Oct 14, 2024 | Open |
| 1M | “a million” | Miller: The US Has Between 100,000 and 1 Million Orphaned Wells | Matt Miller | Oct 14, 2024 | Supported |
| 1B | “a billion” | Miller: Too much energy transition capital is concentrated in mega-funds | Matt Miller | Oct 14, 2024 | — |
| 40B | “forty billion” | Miller: Plant Vogtle projected at $14B cost $40B to build | Matt Miller | Oct 14, 2024 | Partly supported |
| 90% | “90%” | Miller: China controls over 90% of rare earth refining capacity | Matt Miller | Oct 14, 2024 | Supported |
| 99.9% | “99.9%” | Miller: 99.9% of global lithium reserves are in four countries | Matt Miller | Oct 14, 2024 | Contradicted |
| 80% | “80%” | Miller: US natural gas prices are 80% lower than Europe's | Matt Miller | Oct 14, 2024 | Supported |
| 2.5× | “2.5 times” | Miller: Coal-to-gas shift delivers 2.5x the environmental benefit of gas-to-renewables | Matt Miller | Oct 14, 2024 | — |
| $22B | “twenty two billion dollars” | Gleich: Harbor Capital lost $22 billion to outflows in 2018 | Kristof Gleich | Oct 10, 2024 | Partly supported |
| 40% | “40%” | Gleich: Active ETFs capture 30% to 40% of 2024 fund flows | Kristof Gleich | Oct 10, 2024 | Supported |
| 5% | “five percent” | Gleich: Active ETFs capture 30% to 40% of 2024 fund flows | Kristof Gleich | Oct 10, 2024 | Supported |
| 1K | “a thousand” | Gleich: Fund managers claiming an unchanged 20-year process is unacceptable | Kristof Gleich | Oct 10, 2024 | — |
| 90% | “90%” | Nesbitt: Asset allocation determines returns more than manager selection | Steve Nesbitt | Oct 7, 2024 | — |
| 100% | “hundred percent” | Nesbitt: Cliffwater was founded because 60/40 could not hit actuarial targets | Steve Nesbitt | Oct 7, 2024 | — |
| 99% | “99%” | Nesbitt: Manager selection drives returns in VC far more than beta | Steve Nesbitt | Oct 7, 2024 | — |
| 20B | “twenty billion” | Nesbitt: Mid-sized RIAs lack the resources to conduct alternative investments | Steve Nesbitt | Oct 7, 2024 | — |
| 5% | “five percent” | Nesbitt: Cliffwater interval fund met all redemptions except one COVID quarter | Steve Nesbitt | Oct 7, 2024 | Supported |
| $20B | “twenty billion dollars” | Nesbitt: Cliffwater flagship fund exceeds $20B, offering $1B quarterly repurchase | Steve Nesbitt | Oct 7, 2024 | Supported |
| $1B | “a billion dollars” | Nesbitt: Cliffwater flagship fund exceeds $20B, offering $1B quarterly repurchase | Steve Nesbitt | Oct 7, 2024 | Supported |
| 1% | “one percent” | Nesbitt: Average private debt loss rate matches leveraged loans at 1% | Steve Nesbitt | Oct 7, 2024 | Supported |
| 5% | “five percent” | Nesbitt: Private debt will maintain a 3% to 5% illiquidity premium | Steve Nesbitt | Oct 7, 2024 | Open |
| 20× | “20 times” | Moodgal: Fundraisers Must Hold Back and Let Allocators Decide Timing | Rahul Moodgal | Sep 26, 2024 | — |
| 10B | “ten billion” | Moodgal: Parvus manages $10B with only 65 clients | Rahul Moodgal | Sep 26, 2024 | — |
| 1% | “1%” | Moodgal: Fundamental managers buy post-earnings dips while pod platforms short them | Rahul Moodgal | Sep 26, 2024 | — |
| 20% | “20%” | Moodgal: Fundamental managers buy post-earnings dips while pod platforms short them | Rahul Moodgal | Sep 26, 2024 | — |
| 20% | “20%” | Japan Routed 20% of GDP Through Banks in 1997-2003 Cleanup | Toby Rodes | Sep 23, 2024 | Supported |
| 1K | “a thousand” | 1,000 Japanese Public Companies Will Likely Exit Within 10 Years | Toby Rodes | Sep 23, 2024 | Open |
| 70% | “70%” | Roughly 3,000 Japanese Public Companies Have Zero Analyst Coverage | Toby Rodes | Sep 23, 2024 | Supported |
| 12% | “12%” | Japanese Quality-Value Equities Have Historically Compounded at 12% | Toby Rodes | Sep 23, 2024 | — |
| 50% | “50%” | Kaname's Top Holdings Trade at 3.5x EBITDA and 9x Earnings | Toby Rodes | Sep 23, 2024 | — |
| 3% | “three percent” | Kaname's Top Holdings Trade at 3.5x EBITDA and 9x Earnings | Toby Rodes | Sep 23, 2024 | — |
| 4× | “four times” | Kaname's Top Holdings Trade at 3.5x EBITDA and 9x Earnings | Toby Rodes | Sep 23, 2024 | — |
| 9× | “nine times” | Kaname's Top Holdings Trade at 3.5x EBITDA and 9x Earnings | Toby Rodes | Sep 23, 2024 | — |
| 5M | “five million” | Maples: Floodgate's founding thesis was '$500,000 is the new $5 million' | Mike Maples, Jr. | Sep 16, 2024 | — |
| 85% | “85%” | Maples: 80% to 85% of Floodgate exit profits came from pivots | Mike Maples, Jr. | Sep 16, 2024 | — |
| 1B | “a billion” | Justin Kan Started Atrium for Founder Status Rather Than Legal Passion | Mike Maples, Jr. | Sep 16, 2024 | — |
| $10M | “ten million dollars” | Industrial Light & Magic Bought $10M of Silicon Graphics Gear Per Movie | Mike Maples, Jr. | Sep 16, 2024 | — |
| 50M | “fifty million” | Maples: A $150M fund only needs one top-20 startup every couple years | Mike Maples, Jr. | Sep 16, 2024 | — |
| 15% | “15%” | Institutional bias against CCC debt leaves 10% to 15% as genuine opportunities | Dave Brizano | Sep 12, 2024 | — |
| 4% | “four percent” | High-yield default losses average around 2% after historical 40% recoveries | Dave Brizano | Sep 12, 2024 | Supported |
| 2% | “two percent” | High-yield default losses average around 2% after historical 40% recoveries | Dave Brizano | Sep 12, 2024 | Supported |
| 95% | “95%” | Well over 95% of high-yield bond market returns come from yield | Dave Brizano | Sep 12, 2024 | Supported |
| 6× | “six times” | Agencies routinely rating 6x leveraged companies as CCC creates artificial yield premiums | Dave Brizano | Sep 12, 2024 | — |
| 8% | “Eight percent” | Auby: Texas Teachers applies 4% leverage for 104% asset exposure | Jace Auby | Sep 9, 2024 | — |
| 4% | “four percent” | Auby: Texas Teachers applies 4% leverage for 104% asset exposure | Jace Auby | Sep 9, 2024 | — |
| 104% | “104%” | Auby: Texas Teachers applies 4% leverage for 104% asset exposure | Jace Auby | Sep 9, 2024 | — |
| 100% | “hundred percent” | Auby: Texas Teachers applies 4% leverage for 104% asset exposure | Jace Auby | Sep 9, 2024 | — |
| 42% | “42%” | Texas Teachers peaked at 42% private markets and is now at 38% | Jace Auby | Sep 9, 2024 | — |
| 35% | “35%” | Texas Teachers peaked at 42% private markets and is now at 38% | Jace Auby | Sep 9, 2024 | — |
| 38% | “38%” | Texas Teachers peaked at 42% private markets and is now at 38% | Jace Auby | Sep 9, 2024 | — |
| 6% | “six percent” | Texas Teachers maintains a unique 6% dedicated energy portfolio allocation | Jace Auby | Sep 9, 2024 | — |
| 11% | “11%” | Auby: TRS holds 49% of its portfolio in alternative assets | Jace Auby | Sep 9, 2024 | — |
| 38% | “38%” | Auby: TRS holds 49% of its portfolio in alternative assets | Jace Auby | Sep 9, 2024 | — |
| 49% | “49%” | Auby: TRS holds 49% of its portfolio in alternative assets | Jace Auby | Sep 9, 2024 | — |
| 600M | “a five hundred million” | Venture capital capacity limits restrict large public pension allocations | Jace Auby | Sep 9, 2024 | — |
| 200M | “two hundred million” | Venture capital capacity limits restrict large public pension allocations | Jace Auby | Sep 9, 2024 | — |
| $200B | “two hundred billion dollars” | Auby: TRS manages $200 billion with 240 staff members | Jace Auby | Sep 9, 2024 | — |
| 25% | “25%” | Texas Teachers lost 25% of its staff during the Great Resignation | Jace Auby | Sep 9, 2024 | Supported |
| 34% | “34%” | Auby: Industrial makes up 34% of the ODCE real estate index | Jace Auby | Sep 9, 2024 | Supported |
| 21% | “21%” | Auby: Office buildings make up only 21% of commercial real estate | Jace Auby | Sep 9, 2024 | Supported |
| 100% | “hundred percent” | Texas Teachers achieved near 100% '1-or-30' fee adoption in directional hedge funds | Jace Auby | Sep 9, 2024 | — |
| 200B | “two hundred billion” | Eichhorn: NISA Manages Over $200B in Physical Assets, Remainder in Overlays | David Eichhorn | Sep 2, 2024 | Supported |
| 400B | “four hundred billion” | Eichhorn: NISA manages over $400B across just 200 institutional clients | David Eichhorn | Sep 2, 2024 | Supported |
| 25% | “25%” | Eichhorn: NISA's completion engagements have grown 25% annually for 5+ years | David Eichhorn | Sep 2, 2024 | — |
| 100% | “hundred percent” | Eichhorn: US corporate pensions are over 100% funded on average | David Eichhorn | Sep 2, 2024 | Supported |
| 20% | “20%” | Fenton: Only 20% of Manager Ideas Strictly Match Stated Criteria | Joshua Fenton | Aug 19, 2024 | — |
| 5% | “five percent” | Fenton: Helmsley Targets Five Percent Plus Inflation Return to Maintain Perpetuity | Joshua Fenton | Aug 19, 2024 | — |
| 2% | “two percent” | Fenton: Helmsley Targets Five Percent Plus Inflation Return to Maintain Perpetuity | Joshua Fenton | Aug 19, 2024 | — |
| 40% | “40%” | Fenton: Helmsley Charitable Trust Allocates 40% of its Portfolio to Privates | Joshua Fenton | Aug 19, 2024 | — |
| 50% | “50%” | Fenton: Institutions Cannot Rapidly Shift Allocations When Heavy in Private Equity | Joshua Fenton | Aug 19, 2024 | — |
| $70B | “seventy billion dollars” | Samuels: $60B to $70B has been raised for GP stake funds | Sarah Samuels | Aug 12, 2024 | Supported |
| 6% | “six percent” | Samuels: Oaktree floated 6% in its IPO and founders cut equity sub-15% | Sarah Samuels | Aug 12, 2024 | Partly supported |
| 15% | “15%” | Samuels: Oaktree floated 6% in its IPO and founders cut equity sub-15% | Sarah Samuels | Aug 12, 2024 | Partly supported |
| 75% | “75%” | Samuels: VCs replace 75% of venture-backed founders by the time of IPO | Sarah Samuels | Aug 12, 2024 | Supported |
| 9× | “nine times” | Samuels: Nine in ten next-gen investment leaders don't know succession plans | Sarah Samuels | Aug 12, 2024 | — |
| 8B | “eight billion” | Assaf: ICG Advisors manages $7B to $8B across 80 clients | Jeff Assaf | Jul 29, 2024 | — |
| 90% | “90%” | Seetharam: Public investing gives less data than PE but no time constraints | Anil Seetharam | Jul 22, 2024 | — |
| 15% | “15%” | Stockbridge limits its portfolio to 15 names, capping positions at 25% | Rob Small | Jul 22, 2024 | — |
| 6% | “six percent” | Stockbridge limits its portfolio to 15 names, capping positions at 25% | Rob Small | Jul 22, 2024 | — |
| 20% | “20%” | Stockbridge and Berkshire PE acquired ~20% of ADS in 2017 after accounting restatement | Anil Seetharam | Jul 22, 2024 | — |
| 51% | “51%” | Prosek: Leaders who have a 51% good day are succeeding | Jennifer Prosek | Jul 15, 2024 | — |
| 5M | “five million” | Connaughton: Bain Capital Made 25x on Accuride Investment | John Connaughton | Jul 8, 2024 | — |
| 25× | “25 times” | Connaughton: Bain Capital Made 25x on Accuride Investment | John Connaughton | Jul 8, 2024 | — |
| 75% | “75%” | Connaughton: Investment banks are probably the worst talent pool for PE | John Connaughton | Jul 8, 2024 | — |
| 25% | “25%” | Connaughton: Investment banks are probably the worst talent pool for PE | John Connaughton | Jul 8, 2024 | — |
| 25% | “25%” | Connaughton: Bain Capital generates average returns of 20% to 25% | John Connaughton | Jul 8, 2024 | Supported |
| 100% | “hundred percent” | Connaughton: Private partnerships retain talent better than public PE firms | John Connaughton | Jul 8, 2024 | — |
| 50% | “50%” | Connaughton: Private partnerships retain talent better than public PE firms | John Connaughton | Jul 8, 2024 | — |
| 25× | “25 times” | Connaughton: Bain Capital targets 15-20 investments per fund seeking 3x-5x returns | John Connaughton | Jul 8, 2024 | — |
| 10× | “10 times” | Connaughton: Bain Capital targets 15-20 investments per fund seeking 3x-5x returns | John Connaughton | Jul 8, 2024 | — |
| 2× | “two times” | Connaughton: Bain turned a 0.65x marked-down fund into over 2x return | John Connaughton | Jul 8, 2024 | Partly supported |
| 200B | “two hundred billion” | Connaughton: Bain Capital manages $200B in assets across 13 strategies | John Connaughton | Jul 8, 2024 | Partly supported |
| 100% | “hundred percent” | Connaughton: Alternative asset management success depends 100% on talent | John Connaughton | Jul 8, 2024 | — |
| 20× | “20 times” | Duhigg: Supercommunicators ask 10 to 20 times more questions than average | Charles Duhigg | Jul 1, 2024 | Supported |
| 90% | “90%” | Duhigg: Three specific acknowledgments drive 90% of psychological safety | Charles Duhigg | Jul 1, 2024 | — |
| 7B | “seven billion” | CPPIB assets grew from $7B to $285B between 2001 and 2015 | Yann Robard | Jun 17, 2024 | Supported |
| 85B | “eighty-five billion” | CPPIB assets grew from $7B to $285B between 2001 and 2015 | Yann Robard | Jun 17, 2024 | Supported |
| 1K | “a thousand” | PE exits average a 28% valuation pop over prior carrying value | Yann Robard | Jun 17, 2024 | Supported |
| 28% | “28%” | PE exits average a 28% valuation pop over prior carrying value | Yann Robard | Jun 17, 2024 | Supported |
| 25% | “25%” | PE IPO exits average a 42% pop versus 25% for M&A | Yann Robard | Jun 17, 2024 | Supported |
| 42% | “42%” | PE IPO exits average a 42% pop versus 25% for M&A | Yann Robard | Jun 17, 2024 | Supported |
| 35B | “thirty five billion” | The private capital secondary market represents just 1% of total private capital | Yann Robard | Jun 17, 2024 | Supported |
| 1% | “one percent” | The private capital secondary market represents just 1% of total private capital | Yann Robard | Jun 17, 2024 | Supported |
| 70% | “70%” | Dawson takes 100% of cash flows until hitting a 1.3x multiple | Yann Robard | Jun 17, 2024 | — |
| 100% | “hundred percent” | Dawson takes 100% of cash flows until hitting a 1.3x multiple | Yann Robard | Jun 17, 2024 | — |
| 10% | “10%” | Dawson takes 100% of cash flows until hitting a 1.3x multiple | Yann Robard | Jun 17, 2024 | — |
| 80% | “80%” | Dawson takes 100% of cash flows until hitting a 1.3x multiple | Yann Robard | Jun 17, 2024 | — |
| 20% | “20%” | Dawson takes 100% of cash flows until hitting a 1.3x multiple | Yann Robard | Jun 17, 2024 | — |
| 16T | “a 15 trillion” | The private capital market will grow to $30 trillion by 2030 | Yann Robard | Jun 17, 2024 | Open |
| 1B | “a billion” | Few secondary market players can quickly write billion-dollar liquidity checks | Yann Robard | Jun 17, 2024 | — |
| $70B | “seventy billion dollars” | Dawson has completed $22B out of $670B in reviewed transactions | Yann Robard | Jun 17, 2024 | — |
| 22B | “twenty two billion” | Dawson has completed $22B out of $670B in reviewed transactions | Yann Robard | Jun 17, 2024 | — |
| $1T | “a trillion dollars” | The private capital secondary market will reach $1 trillion by 2031 | Yann Robard | Jun 17, 2024 | Open |
| 3T | “three trillion” | Private wealth holds $150T globally, with only 2% in private capital | Yann Robard | Jun 17, 2024 | Supported |
| 2% | “Two percent” | Private wealth holds $150T globally, with only 2% in private capital | Yann Robard | Jun 17, 2024 | Supported |
| $2M | “two million dollars” | Weaver's first buyout was a $2M label printing business financed with debt | Graham Weaver | Jun 10, 2024 | — |
| 4× | “four times” | Alpine lost money buying businesses at 2-4x cash flow in Fund I | Graham Weaver | Jun 10, 2024 | — |
| 5× | “five X” | Alpine Investors set an explicit goal to deliver 5x on every fund | Graham Weaver | Jun 10, 2024 | — |
| 95% | “95%” | Alpine generated 95% of returns by scaling bright spots, not fixing problems | Graham Weaver | Jun 10, 2024 | — |
| 95% | “95%” | Most PE firms market that they partner with existing management teams | Graham Weaver | Jun 10, 2024 | — |
| 100% | “hundred percent” | Alpine targets boosting add-on EBITDA by 50-100% in the first 18 months | Graham Weaver | Jun 10, 2024 | — |
| 15× | “15 times” | Alpine aims to reduce add-on multiples to 5x EBITDA within 12 months | Graham Weaver | Jun 10, 2024 | — |
| 5× | “five times” | Alpine aims to reduce add-on multiples to 5x EBITDA within 12 months | Graham Weaver | Jun 10, 2024 | — |
| 10% | “10%” | Alpine retains roughly 80% of its CEO-in-Training hires long term | Graham Weaver | Jun 10, 2024 | — |
| 80% | “80%” | Alpine retains roughly 80% of its CEO-in-Training hires long term | Graham Weaver | Jun 10, 2024 | — |
| 88B | “eighty eight billion” | Invesco's Solutions group manages roughly $88 billion across diverse client segments | Mo Haghbin | Jun 6, 2024 | — |
| 17T | “17 trillion” | Haghbin: $25 trillion sits in cash, representing up to 20% of US wealth | Mo Haghbin | Jun 6, 2024 | Supported |
| 7T | “seven trillion” | Haghbin: $25 trillion sits in cash, representing up to 20% of US wealth | Mo Haghbin | Jun 6, 2024 | Supported |
| 20% | “20%” | Haghbin: $25 trillion sits in cash, representing up to 20% of US wealth | Mo Haghbin | Jun 6, 2024 | Supported |
| $8B | “eight billion dollars” | Fink: Rhode Island Pension Managed $8 Billion With Three-Person Team | Anne-Marie Fink | Jun 3, 2024 | Supported |
| 8% | “eight percent” | Fink: Capping pension upside while absorbing downside mathematically guarantees underperformance | Anne-Marie Fink | Jun 3, 2024 | — |
| 12% | “12%” | SWIB reduced portfolio leverage to 12% amid an inverted yield curve | Anne-Marie Fink | Jun 3, 2024 | — |
| 112% | “112%” | SWIB reduced portfolio leverage to 12% amid an inverted yield curve | Anne-Marie Fink | Jun 3, 2024 | — |
| 38% | “38%” | Fink: SWIB's 112% asset allocation spans 38% equities, 26% fixed income, 30% privates | Anne-Marie Fink | Jun 3, 2024 | — |
| 19% | “19%” | Fink: SWIB's 112% asset allocation spans 38% equities, 26% fixed income, 30% privates | Anne-Marie Fink | Jun 3, 2024 | — |
| 30% | “30%” | Fink: SWIB's 112% asset allocation spans 38% equities, 26% fixed income, 30% privates | Anne-Marie Fink | Jun 3, 2024 | — |
| 25% | “25%” | SWIB allocates 20% to 25% of public equities to passive index strategies | Anne-Marie Fink | Jun 3, 2024 | — |
| 25M | “twenty five million” | Fink: SWIB offered $25M top-ups to close PE funds for better terms | Anne-Marie Fink | Jun 3, 2024 | — |
| $2B | “two billion dollars” | Fink: SWIB's venture capital portfolio is about $2 billion | Anne-Marie Fink | Jun 3, 2024 | — |
| 10M | “ten million” | Fink: SWIB writes $5M to $10M checks for toeholds in venture | Anne-Marie Fink | Jun 3, 2024 | — |
| 7% | “seven percent” | Y Combinator's first batch offered startups $12,000 for 7% equity | Alexis Ohanian | May 27, 2024 | Partly supported |
| 10M | “ten million” | Condé Nast acquired Reddit for $10 million 16 months after launch | Alexis Ohanian | May 27, 2024 | Supported |
| 10M | “ten million” | Reddit's early $10 million exit helped validate Y Combinator for founders | Alexis Ohanian | May 27, 2024 | Partly supported |
| $8M | “eight million dollars” | Reddit had just $8 million in revenue and 45 employees in 2014 | Alexis Ohanian | May 27, 2024 | Partly supported |
| 95% | “95%” | Tannenbaum: 90% to 95% of top Indian graduates emigrated in the 1990s | Dan Tannenbaum | May 23, 2024 | Contradicted |
| 3% | “three percent” | Tannenbaum: India's share of world economy fell from one-third to 3% | Dan Tannenbaum | May 23, 2024 | Supported |
| 8× | “eight X” | Tannenbaum: Indian private markets returned 35 cents per dollar since 2000 | Dan Tannenbaum | May 23, 2024 | Supported |
| 16× | “16 X” | Tannenbaum: India's stock index matched 8x GDP growth since 1999, beating China | Dan Tannenbaum | May 23, 2024 | Supported |
| 8× | “eight X” | Tannenbaum: India's stock index matched 8x GDP growth since 1999, beating China | Dan Tannenbaum | May 23, 2024 | Supported |
| 53% | “53%” | Tannenbaum: India's private sector debt-to-GDP is ~53% compared to China's ~195% | Dan Tannenbaum | May 23, 2024 | Supported |
| 195% | “195%” | Tannenbaum: India's private sector debt-to-GDP is ~53% compared to China's ~195% | Dan Tannenbaum | May 23, 2024 | Supported |
| 5% | “five percent” | Tannenbaum: 5% of Indian public companies are state-owned versus China's 30% | Dan Tannenbaum | May 23, 2024 | Supported |
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