| 1M | “a million” | Tannenbaum: India adds 1M labor force entrants and 1M urban migrants monthly | Dan Tannenbaum | May 23, 2024 | Partly supported |
| 8× | “eight times” | Tannenbaum: Highest ROE Indian power company trades at 8x earnings | Dan Tannenbaum | May 23, 2024 | Supported |
| 22% | “22%” | Tannenbaum: Indian power transmission lender earns 22% ROE | Dan Tannenbaum | May 23, 2024 | Supported |
| 3× | “3 X” | Tannenbaum: Indian index return drops from 17x to 0.3x excluding 25 days | Dan Tannenbaum | May 23, 2024 | Supported |
| $55B | “fifty-five billion dollars” | Tannenbaum: Domestic Capital and 75M Mutual Fund Accounts Fuel Indian Market | Dan Tannenbaum | May 23, 2024 | Partly supported |
| 75M | “seventy-five million” | Tannenbaum: Domestic Capital and 75M Mutual Fund Accounts Fuel Indian Market | Dan Tannenbaum | May 23, 2024 | Partly supported |
| $300B | “three hundred billion dollars” | Tannenbaum: Domestic Capital and 75M Mutual Fund Accounts Fuel Indian Market | Dan Tannenbaum | May 23, 2024 | Partly supported |
| 80% | “80%” | Tannenbaum: 75% to 80% of Indian Large-Cap Returns Are EPS-Driven | Dan Tannenbaum | May 23, 2024 | Supported |
| 25% | “25%” | Tannenbaum: 75% to 80% of Indian Large-Cap Returns Are EPS-Driven | Dan Tannenbaum | May 23, 2024 | Supported |
| 100% | “hundred percent” | Tannenbaum: 75% to 80% of Indian Large-Cap Returns Are EPS-Driven | Dan Tannenbaum | May 23, 2024 | Supported |
| 80% | “80%” | Tannenbaum: 80% of new power generating capacity in India is renewable | Dan Tannenbaum | May 23, 2024 | Partly supported |
| 300M | “Three hundred million” | Tannenbaum: 300M Indians are entering the lower middle class | Dan Tannenbaum | May 23, 2024 | Supported |
| 72M | “seventy two million” | Tremblant Capital Managed $72 Million in AUM by August 2001 | Brett Barakett | May 20, 2024 | — |
| $1B | “a billion dollars” | Tremblant Reached Nearly $1 Billion AUM Within One Year | Brett Barakett | May 20, 2024 | Not publicly verifiable |
| 5× | “five times” | Cheap Multiples Are Value Traps Without Factoring in Industry Disruption | Brett Barakett | May 20, 2024 | — |
| 150× | “150 times” | Amazon Historically Generated Massive Cash Flows But Reinvested Every Dollar | Brett Barakett | May 20, 2024 | — |
| 15% | “15%” | Tremblant Targets Stocks That Can Double in Three Years or Less | Brett Barakett | May 20, 2024 | — |
| 4% | “four percent” | Tremblant Holds 20 to 25 Stocks With Positions Capped Around 5% | Brett Barakett | May 20, 2024 | — |
| 5% | “five percent” | Tremblant Holds 20 to 25 Stocks With Positions Capped Around 5% | Brett Barakett | May 20, 2024 | — |
| 100B | “a hundred billion” | Amazon Will Ultimately Generate Over $100 Billion Annually in Ad Revenue | Brett Barakett | May 20, 2024 | Open |
| 100% | “hundred percent” | Tremblant Sells Rigidly on Price Target Realization or Thesis Change | Brett Barakett | May 20, 2024 | — |
| 4% | “four percent” | Tremblant Portfolio Managers Manage Firm-Wide Positions Rather Than Carve-Outs | Brett Barakett | May 20, 2024 | — |
| 50% | “50%” | Tremblant Held Apple Through a 50% Drawdown in October 2008 | Brett Barakett | May 20, 2024 | — |
| 85% | “85%” | Asness: Expanding multiples drove 85% of US equity outperformance over 30 years | Cliff Asness | May 13, 2024 | Supported |
| 30% | “30%” | Behring: 3G Capital Generated 28x Return and 30% IRR on RBI | Alex Behring | May 6, 2024 | Supported |
| 28× | “28 times” | Behring: 3G Capital Generated 28x Return and 30% IRR on RBI | Alex Behring | May 6, 2024 | Supported |
| 100% | “hundred percent” | Behring: 3G Capital uses single-deal funds where partners are largest investors | Alex Behring | May 6, 2024 | — |
| 80% | “80%” | Behring: 80% of RBI leadership was developed internally | Alex Behring | May 6, 2024 | Supported |
| 5B | “a four billion” | Behring: Burger King was largest post-crisis LBO at $4B | Alex Behring | May 6, 2024 | Contradicted |
| 4B | “four billion” | Schwartz: 3G paid $4B for Burger King at $450M EBITDA | Daniel Schwartz | May 6, 2024 | — |
| 50M | “fifty million” | Schwartz: 3G paid $4B for Burger King at $450M EBITDA | Daniel Schwartz | May 6, 2024 | — |
| $75M | “seventy five million dollars” | Schwartz: 3G paid $4B for Burger King at $450M EBITDA | Daniel Schwartz | May 6, 2024 | — |
| 25% | “25%” | Schwartz: Burger King Yielded ~25% Free Cash Flow on Equity in Year One | Daniel Schwartz | May 6, 2024 | Partly supported |
| 90% | “90%” | Schwartz: Burger King cut 90% of FedEx costs by switching to email | Daniel Schwartz | May 6, 2024 | — |
| 7× | “seven times” | Behring: 3G reduced Burger King's leverage from ~6.5x to under 3x | Alex Behring | May 6, 2024 | Partly supported |
| 130% | “130%” | Behring: 3G returned 130% of capital on Burger King IPO while keeping 70% | Alex Behring | May 6, 2024 | Supported |
| 70% | “70%” | Behring: 3G returned 130% of capital on Burger King IPO while keeping 70% | Alex Behring | May 6, 2024 | Supported |
| 5× | “five X” | Behring: 3G returned 130% of capital on Burger King IPO while keeping 70% | Alex Behring | May 6, 2024 | Supported |
| 80% | “80%” | Schwartz: Tim Hortons EBITDA grew 80% and cash flow doubled under 3G | Daniel Schwartz | May 6, 2024 | Partly supported |
| 18× | “18 times” | Schwartz: Popeyes 18x EBITDA multiple bought down to ~12x via synergies | Daniel Schwartz | May 6, 2024 | Supported |
| 12× | “12 times” | Schwartz: Popeyes 18x EBITDA multiple bought down to ~12x via synergies | Daniel Schwartz | May 6, 2024 | Supported |
| 3× | “three times” | Behring: Popeyes sales tripled after seven years under RBI ownership | Alex Behring | May 6, 2024 | Partly supported |
| 40B | “forty billion” | Schwartz: RBI has 30,000 restaurants, $40B+ sales, and $50B enterprise value | Daniel Schwartz | May 6, 2024 | Supported |
| 50B | “fifty billion” | Schwartz: RBI has 30,000 restaurants, $40B+ sales, and $50B enterprise value | Daniel Schwartz | May 6, 2024 | Supported |
| 100% | “hundred percent” | Schwartz: Bet on high-potential talent before they are fully ready | Daniel Schwartz | May 6, 2024 | — |
| $10B | “ten billion dollars” | Abell: Institutional LPs often deploy $10 billion with just three people | Alex Abell | May 2, 2024 | — |
| 95% | “95%” | Alex Abell: GP-led secondaries now account for about 50% of secondary market | Alex Abell | May 2, 2024 | Supported |
| 50% | “50%” | Alex Abell: GP-led secondaries now account for about 50% of secondary market | Alex Abell | May 2, 2024 | Supported |
| 10% | “10%” | Johnson: Most Endowments Maintain 5% to 10% Bond Allocations | Letitia Johnson | Apr 29, 2024 | Supported |
| 12% | “12%” | Johnson: Amherst unfunded commitments stand at 12% against 50% private NAV | Letitia Johnson | Apr 29, 2024 | — |
| 50% | “50%” | Johnson: Amherst unfunded commitments stand at 12% against 50% private NAV | Letitia Johnson | Apr 29, 2024 | — |
| 5% | “five percent” | Amherst holds 4% to 5% cash and remained cash flow positive | Letitia Johnson | Apr 29, 2024 | — |
| 10% | “10%” | Johnson: Amherst College has generated roughly 10% annualized returns over decades | Letitia Johnson | Apr 29, 2024 | Partly supported |
| 10% | “10%” | Morehead: Baylor stages liquidity to deploy capital at 10% market drawdown intervals | David Morehead | Apr 22, 2024 | — |
| 20% | “20%” | Morehead: Baylor stages liquidity to deploy capital at 10% market drawdown intervals | David Morehead | Apr 22, 2024 | — |
| 30% | “30%” | Morehead: Baylor stages liquidity to deploy capital at 10% market drawdown intervals | David Morehead | Apr 22, 2024 | — |
| 40% | “40%” | Morehead: Baylor stages liquidity to deploy capital at 10% market drawdown intervals | David Morehead | Apr 22, 2024 | — |
| 4× | “four times” | Morehead: Midstream MLPs Offered 3-4x to 12-14x EBITDA Arbitrage | David Morehead | Apr 22, 2024 | Supported |
| 14× | “14 times” | Morehead: Midstream MLPs Offered 3-4x to 12-14x EBITDA Arbitrage | David Morehead | Apr 22, 2024 | Supported |
| 50% | “50%” | Morehead: Baylor exited 2016 high-yield energy trade up 50% | David Morehead | Apr 22, 2024 | — |
| 60% | “60%” | Morehead: Baylor tripled biotech exposure in 2022 following 60% drawdown | David Morehead | Apr 22, 2024 | — |
| 100% | “hundred percent” | Morehead: Venture capital industry in total has never lost money over 10-year period | David Morehead | Apr 22, 2024 | Contradicted |
| 5% | “five percent” | Morehead: Baylor Adds 5% Opportunity Cost to Treasury Yields for Hurdle Rate | David Morehead | Apr 22, 2024 | — |
| 10% | “10%” | Morehead: Baylor Adds 5% Opportunity Cost to Treasury Yields for Hurdle Rate | David Morehead | Apr 22, 2024 | — |
| 1.3B | “1.3 billion” | Morehead: Baylor Held $100M in Cash and $80M in Long Volatility in 2019 | David Morehead | Apr 22, 2024 | — |
| $80M | “80 million dollars” | Morehead: Baylor Held $100M in Cash and $80M in Long Volatility in 2019 | David Morehead | Apr 22, 2024 | — |
| $100M | “a hundred million dollars” | Morehead: Baylor Held $100M in Cash and $80M in Long Volatility in 2019 | David Morehead | Apr 22, 2024 | — |
| 20% | “20%” | Morehead: Baylor Held $100M in Cash and $80M in Long Volatility in 2019 | David Morehead | Apr 22, 2024 | — |
| 2.2B | “2.2 billion” | Morehead: Baylor University's endowment is roughly $2.2 billion | David Morehead | Apr 22, 2024 | Supported |
| 100M | “a hundred million” | Morehead: Baylor allocates between $250k and $100M across individual managers | David Morehead | Apr 22, 2024 | — |
| $100M | “a hundred million dollars” | Morehead: Baylor allocates between $250k and $100M across individual managers | David Morehead | Apr 22, 2024 | — |
| 55% | “55%” | Morehead: Investors are wrong 45% of the time; lacking humility causes blowups | David Morehead | Apr 22, 2024 | — |
| 45% | “45%” | Morehead: Investors are wrong 45% of the time; lacking humility causes blowups | David Morehead | Apr 22, 2024 | — |
| $50B | “fifty billion dollars” | Dixon: Had RSS won, $150B would have flowed to internet users | Chris Dixon | Apr 15, 2024 | — |
| 90% | “90%” | Dixon: Over 90% of all software running worldwide is open source | Chris Dixon | Apr 15, 2024 | Partly supported |
| $2B | “two billion dollars” | Dixon: Ethereum generated $2B in application fees over the last year | Chris Dixon | Apr 15, 2024 | Partly supported |
| 600B | “six hundred billion” | Dixon: Monthly stablecoin transaction volume reached roughly $600 billion | Chris Dixon | Apr 15, 2024 | Supported |
| 8.6B | “8.6 billion” | Dixon: Global NFT sales reached $8.6 billion in 2023 | Chris Dixon | Apr 15, 2024 | Supported |
| 50M | “Fifty million” | Dixon: 50 million Americans own crypto | Chris Dixon | Apr 15, 2024 | Supported |
| 6B | “six billion” | CLO AUM grew from $6 billion in 1998 to $1 trillion today | Shiloh Bates | Apr 11, 2024 | Supported |
| 1T | “a trillion” | CLO AUM grew from $6 billion in 1998 to $1 trillion today | Shiloh Bates | Apr 11, 2024 | Supported |
| 1T | “a trillion” | The CLO equity tranche represents a $100 billion asset class | Shiloh Bates | Apr 11, 2024 | Supported |
| 100B | “a hundred billion” | The CLO equity tranche represents a $100 billion asset class | Shiloh Bates | Apr 11, 2024 | Supported |
| 10% | “10%” | The CLO equity tranche represents a $100 billion asset class | Shiloh Bates | Apr 11, 2024 | Supported |
| 20% | “20%” | CLO equity returns reached the high 20s during the Global Financial Crisis | Shiloh Bates | Apr 11, 2024 | Supported |
| 2% | “two percent” | 30-year average annual default rate on CLO loans is about 2% | Shiloh Bates | Apr 11, 2024 | Partly supported |
| 12% | “12%” | BB-rated CLO debt currently yields over 12% with minimal defaults | Shiloh Bates | Apr 11, 2024 | Supported |
| 6% | “six percent” | Only about 6% of CLOs have historically generated a negative IRR | Shiloh Bates | Apr 11, 2024 | Supported |
| $1B | “a billion dollars” | Broadly syndicated loans comprise 90% of the CLO market | Shiloh Bates | Apr 11, 2024 | Supported |
| 90% | “90%” | Broadly syndicated loans comprise 90% of the CLO market | Shiloh Bates | Apr 11, 2024 | Supported |
| 5% | “five percent” | A diversified CLO portfolio requires roughly 20 positions at 5% maximum | Shiloh Bates | Apr 11, 2024 | — |
| 100% | “hundred percent” | CLO equity liquidations often return just 40 to 50 cents on the dollar | Shiloh Bates | Apr 11, 2024 | — |
| 50% | “50%” | Dawn: 40% to 50% of Early Secondaries Flow Came From Banks | Nigel Dawn | Apr 8, 2024 | Supported |
| 10% | “10%” | Dawn: Continuation fund transactions represented around 10% of exits in 2023 | Nigel Dawn | Apr 8, 2024 | Supported |
| $20B | “twenty billion dollars” | Dawn: $20B in Single-Asset Continuation Funds Closed Last Year | Nigel Dawn | Apr 8, 2024 | Supported |
| $50B | “fifty billion dollars” | Dawn: $20B in Single-Asset Continuation Funds Closed Last Year | Nigel Dawn | Apr 8, 2024 | Supported |
| 2% | “two percent” | Dawn: Secondary market accounts for roughly 2% of outstanding AUM | Nigel Dawn | Apr 8, 2024 | Supported |
| 25% | “25%” | Dawn: Most private equity GPs exit portfolios at a 25% NAV premium | Nigel Dawn | Apr 8, 2024 | Supported |
| $50B | “fifty billion dollars” | Dawn predicts secondary market volume will hit $400B-$500B within five years | Nigel Dawn | Apr 8, 2024 | Open |
| 500B | “five hundred billion” | Dawn predicts secondary market volume will hit $400B-$500B within five years | Nigel Dawn | Apr 8, 2024 | Open |
| 10% | “10%” | Dawn: '40 Act funds comprise ~10% of current secondary market buyers | Nigel Dawn | Apr 8, 2024 | — |
| 16% | “16%” | Schumann: Carnegie's portfolio was flat in 2001 while benchmarks fell 16% | Ellen Schumann | Apr 1, 2024 | Supported |
| 10% | “10%” | Liu: Ford Foundation began venture investing in 1974, capping it at 10% | Kim Lew | Apr 1, 2024 | Partly supported |
| 3% | “three percent” | Masters: Retail alternative allocations will rise from 3% to institutional levels | Blythe Masters | Mar 25, 2024 | Open |
| 30% | “30%” | Masters: Retail alternative allocations will rise from 3% to institutional levels | Blythe Masters | Mar 25, 2024 | Open |
| 90% | “90%” | Tepper: Two insurers control 90% market share in some US states | Jonathan Tepper | Mar 18, 2024 | — |
| 6% | “six percent” | Tepper calls TransDigm's price-tripling aerospace model 'slightly parasitic' | Jonathan Tepper | Mar 18, 2024 | — |
| 450M | “four hundred fifty million” | Tepper: Prevatt manages nearly $450M with five people and won't add staff | Jonathan Tepper | Mar 18, 2024 | — |
| 10% | “10%” | Tepper: Prevatt bought Booking Holdings at launch at ~10% normalized FCF yield | Jonathan Tepper | Mar 18, 2024 | — |
| $1.5B | “half a billion dollars” | Tepper: Financial exchange spent $500M on crypto platform, writing it down instantly | Jonathan Tepper | Mar 18, 2024 | — |
| 95% | “95%” | Tepper: Replicate expensive quality funds for 15bps using XLP, XLK, and XLV | Jonathan Tepper | Mar 18, 2024 | — |
| 100% | “hundred percent” | Freno: CEOs must support direct reports even when they disagree | Mike Freno | Mar 14, 2024 | — |
| $1T | “a trillion dollars” | Freno: Business models dictate scale more than AUM dollar amounts | Mike Freno | Mar 14, 2024 | — |
| 50B | “fifty billion” | Freno: Business models dictate scale more than AUM dollar amounts | Mike Freno | Mar 14, 2024 | — |
| 20% | “20%” | Leffell: 10 East achieved 20% return financing a Boy Scouts litigation firm | Michael Leffell | Mar 11, 2024 | — |
| $50M | “fifty million dollars” | Sandler: Drexel settled federal charges for $650 million in penalties and disgorgement | Richard Sandler | Mar 4, 2024 | Supported |
| 100% | “100%” | Milken: Non-investment grade debt returned 100% unleveraged in 1974 | Michael Milken | Feb 26, 2024 | Contradicted |
| 90% | “90%” | Milken: Nifty 50 stocks lost 90% inflation-adjusted over a decade | Michael Milken | Feb 26, 2024 | Contradicted |
| 70× | “70 times” | Milken: US human capital is worth roughly $1,500 trillion | Michael Milken | Feb 26, 2024 | — |
| 25M | “twenty-five million” | Milken: Annual births in China fell 60% to under 10 million | Michael Milken | Feb 26, 2024 | Supported |
| 60% | “60%” | Milken: Annual births in China fell 60% to under 10 million | Michael Milken | Feb 26, 2024 | Supported |
| 50% | “50%” | Milken: Private equity owns nearly 50% of America's 20,000 largest companies | Michael Milken | Feb 26, 2024 | Contradicted |
| $1T | “a trillion dollars” | Milken: Tesla Lacked an Investment-Grade Rating Even Near a $1T Market Cap | Michael Milken | Feb 26, 2024 | Supported |
| 100% | “100%” | Milken: Three US companies are AAA, but S&P rated 15,000 structures AAA | Michael Milken | Feb 26, 2024 | Supported |
| 50% | “50%” | Milken: Over 50% of Economic Growth in Past 200 Years Stems From Public Health | Michael Milken | Feb 26, 2024 | — |
| 50% | “50%” | Milken: 77% of US AI PhD Students Are Foreign-Born | Michael Milken | Feb 26, 2024 | Supported |
| 60% | “60%” | Milken: 77% of US AI PhD Students Are Foreign-Born | Michael Milken | Feb 26, 2024 | Supported |
| 77% | “77%” | Milken: 77% of US AI PhD Students Are Foreign-Born | Michael Milken | Feb 26, 2024 | Supported |
| 2% | “two percent” | Milken: Mother-to-child HIV transmission rate has fallen to 2% | Michael Milken | Feb 26, 2024 | Partly supported |
| 95% | “95%” | Milken: Mother-to-child HIV transmission rate has fallen to 2% | Michael Milken | Feb 26, 2024 | Partly supported |
| 1.5T | “a half trillion” | Milken: Increased weight costs the United States $1.5 trillion annually | Michael Milken | Feb 26, 2024 | Supported |
| 0.5% | “half percent” | Mauboussin: US expected real equity returns reached mid-6% in January 2024 | Michael Mauboussin | Feb 19, 2024 | Supported |
| 3% | “three percent” | Mauboussin: US expected real equity returns reached mid-6% in January 2024 | Michael Mauboussin | Feb 19, 2024 | Supported |
| 20% | “20%” | Mauboussin: Private equity buyouts represent 20% of public company delistings | Michael Mauboussin | Feb 19, 2024 | Supported |
| 2% | “two percent” | Mauboussin: Top 2% of public companies generated 90% of US wealth creation | Michael Mauboussin | Feb 19, 2024 | Supported |
| 90% | “90%” | Mauboussin: Top 2% of public companies generated 90% of US wealth creation | Michael Mauboussin | Feb 19, 2024 | Supported |
| 75% | “75%” | Mauboussin: Almost all top compounder stocks suffer 75%+ drawdowns | Michael Mauboussin | Feb 19, 2024 | Partly supported |
| 85% | “85%” | Mauboussin: Almost all top compounder stocks suffer 75%+ drawdowns | Michael Mauboussin | Feb 19, 2024 | Partly supported |
| 15% | “15%” | Mauboussin: Companies Ignore Cost of Capital and Rely on a 15% Hurdle Rate | Michael Mauboussin | Feb 19, 2024 | — |
| 1K | “a thousand” | Grimeland survived selection rate of 1% for Norwegian Special Forces | Magnus Grimeland | Feb 15, 2024 | — |
| $200M | “two hundred million dollars” | Southeast Asia had only $200M in annual VC when Zalora launched | Magnus Grimeland | Feb 15, 2024 | Supported |
| 600M | “six hundred million” | Southeast Asia had only $200M in annual VC when Zalora launched | Magnus Grimeland | Feb 15, 2024 | Supported |
| 70% | “70%” | Seventy percent of US unicorns have an immigrant co-founder | Magnus Grimeland | Feb 15, 2024 | Partly supported |
| 9% | “nine percent” | Antler invests $250k upfront for roughly 9% equity in the US | Magnus Grimeland | Feb 15, 2024 | — |
| 6× | “six times” | Fixed cohorts outperform rolling admissions due to peer pressure dynamics | Magnus Grimeland | Feb 15, 2024 | — |
| 5.3× | “5.3 X” | Antler's portfolio achieves a 5.3x MOIC after four years | Magnus Grimeland | Feb 15, 2024 | — |
| 75% | “75%” | Antler allocates 75% of carry locally and 25% globally | Magnus Grimeland | Feb 15, 2024 | — |
| 25% | “25%” | Antler allocates 75% of carry locally and 25% globally | Magnus Grimeland | Feb 15, 2024 | — |
| 40% | “40%” | Antler raises 40% of its capital centrally and 60% locally | Magnus Grimeland | Feb 15, 2024 | — |
| $30B | “thirty billion dollars” | Jacobs built five multi-billion dollar companies and raised $30 billion | Brad Jacobs | Feb 12, 2024 | Partly supported |
| 55% | “55%” | Jacobs: United Waste outperformed S&P 500 by 5.6x with 55% CAGR | Brad Jacobs | Feb 12, 2024 | Supported |
| 5.6× | “5.6 X” | Jacobs: United Waste outperformed S&P 500 by 5.6x with 55% CAGR | Brad Jacobs | Feb 12, 2024 | Supported |
| 3× | “three X” | Jacobs: A 2x to 3x return over ten years is a very bad outcome | Brad Jacobs | Feb 12, 2024 | — |
| 1K | “a thousand” | Jacobs: Aligning with macro trends matters more than operational execution | Brad Jacobs | Feb 12, 2024 | — |
| 3× | “three times” | Seventeen sovereign funds rejected Jacobs's oil roll-up over ESG mandates | Brad Jacobs | Feb 12, 2024 | — |
| $5M | “five million dollars” | Multi-million dollar M&A consultant reports just provide management plausible deniability | Brad Jacobs | Feb 12, 2024 | — |
| 90% | “90%” | Jacobs: Interviewing top target executives provides 90% of acquisition diligence | Brad Jacobs | Feb 12, 2024 | — |
| 80% | “80%” | Jacobs: Quarterly 3-question employee surveys consistently achieve 80% engagement | Brad Jacobs | Feb 12, 2024 | — |
| $100M | “a hundred million dollars” | One executive earned over $100 million under Jacobs's compensation structure | Brad Jacobs | Feb 12, 2024 | Supported |
| 2× | “two times” | Jacobs: High-Performing Frontline Staff Made Up to 2x Competitors' Pay | Brad Jacobs | Feb 12, 2024 | — |
| $800B | “eight hundred billion dollars” | Jacobs: Building products distribution is an $800B market in North America and Western Europe | Brad Jacobs | Feb 12, 2024 | Supported |
| $1B | “a billion dollars” | Jacobs is personally investing $900 million into his new distribution roll-up | Brad Jacobs | Feb 12, 2024 | — |
| $900M | “nine hundred million dollars” | Jacobs is personally investing $900 million into his new distribution roll-up | Brad Jacobs | Feb 12, 2024 | — |
| $100M | “a hundred million dollars” | Jacobs is personally investing $900 million into his new distribution roll-up | Brad Jacobs | Feb 12, 2024 | — |
| 1K | “a thousand” | Global Alts 2024 hosts 15,000 meetings between 850 managers and 1,000 LPs | Ron Biscardi | Feb 8, 2024 | Supported |
| 100M | “a hundred million” | Biscardi: Funds should only meet allocators managing at least $100M AUM | Ron Biscardi | Feb 8, 2024 | — |
| 65B | “sixty five billion” | Future Fund Turned Over Half of Its $200B Portfolio in Three Years | Raphael Arndt | Jan 29, 2024 | Supported |
| 0.5% | “half percent” | Future Fund Generated 2.5% Annual Excess Returns Over 18 Years | Raphael Arndt | Jan 29, 2024 | Not publicly verifiable |
| 1% | “a percent” | Future Fund Generated 2.5% Annual Excess Returns Over 18 Years | Raphael Arndt | Jan 29, 2024 | Not publicly verifiable |
| 20B | “twenty billion” | Summe: Returned merchandise is an $820 billion annual problem | Chad Summe | Jan 25, 2024 | Supported |
| 1% | “one percent” | Summe: Walmart drives 30% of P&G's business; P&G drives 1% of Walmart's | Chad Summe | Jan 25, 2024 | Partly supported |
| 30% | “30%” | Summe: Walmart drives 30% of P&G's business; P&G drives 1% of Walmart's | Chad Summe | Jan 25, 2024 | Partly supported |
| 80% | “80%” | Summe: Five players control 80% of total media spend | Chad Summe | Jan 25, 2024 | — |
| 40% | “40%” | Cambridge endowment allocates 40% to equities, 25% PE, 20% absolute return | Tilly Franklin | Jan 22, 2024 | — |
| 25% | “25%” | Cambridge endowment allocates 40% to equities, 25% PE, 20% absolute return | Tilly Franklin | Jan 22, 2024 | — |
| 20% | “20%” | Cambridge endowment allocates 40% to equities, 25% PE, 20% absolute return | Tilly Franklin | Jan 22, 2024 | — |
| 10% | “10%” | Cambridge endowment allocates 40% to equities, 25% PE, 20% absolute return | Tilly Franklin | Jan 22, 2024 | — |
| 60% | “60%” | Franklin: Cambridge hedges portfolio back to 60% sterling exposure | Tilly Franklin | Jan 22, 2024 | — |
| 25% | “25%” | Franklin: Less than 25% of UK investment professionals are women | Tilly Franklin | Jan 22, 2024 | Supported |
| 3% | “Three percent” | Michelakis: Amazon Has Not Proven a Good Consumer Business Model | George Mikulakis | Jan 15, 2024 | — |
| 1% | “one percent” | Michelakis: Gladstone runs 60 shorts averaging just over one percent each | George Mikulakis | Jan 15, 2024 | — |
| $1B | “a billion dollars” | Michelakis: Sub-$1B Market Cap Shorts Behave Like Survival Call Options | George Mikulakis | Jan 15, 2024 | — |
| 3% | “three percent” | Michelakis: Gladstone Targets 20% Alpha Versus the 3% Platform Standard | George Mikulakis | Jan 15, 2024 | — |
| 20% | “20%” | Michelakis: Gladstone Targets 20% Alpha Versus the 3% Platform Standard | George Mikulakis | Jan 15, 2024 | — |
| 1K | “a thousand” | Michelakis: It Is Impossible to Have 1,000 Great Long-Short Managers | George Mikulakis | Jan 15, 2024 | — |
| 80% | “80%” | Over two-thirds of Sands Capital clients have stayed for 10+ years | Brian Christensen | Jan 11, 2024 | — |
| 10% | “10%” | A 90x P/E stock compounding at 45% remains an attractive investment | Brian Christensen | Jan 11, 2024 | — |
| 45% | “45%” | A 90x P/E stock compounding at 45% remains an attractive investment | Brian Christensen | Jan 11, 2024 | — |
| 90× | “90 times” | A 90x P/E stock compounding at 45% remains an attractive investment | Brian Christensen | Jan 11, 2024 | — |
| 20% | “20%” | Sands Capital runs 10% to 15% business-level portfolio turnover | Brian Christensen | Jan 11, 2024 | Not publicly verifiable |
| 15% | “15%” | Sands Capital runs 10% to 15% business-level portfolio turnover | Brian Christensen | Jan 11, 2024 | Not publicly verifiable |
| 40% | “40%” | Fundamental investors drive only 10% of U.S. equity trading volume today | Brian Christensen | Jan 11, 2024 | Supported |
| 10% | “10%” | Fundamental investors drive only 10% of U.S. equity trading volume today | Brian Christensen | Jan 11, 2024 | Supported |
| 50% | “50%” | 40% to 50% single-stock price swings on minor events are now common | Brian Christensen | Jan 11, 2024 | — |
| 50% | “50%” | Asian Paints holds over a 50% market share in India | Brian Christensen | Jan 11, 2024 | Supported |
| 100% | “100%” | Marshall: Institutional allocators have an ethical duty to assist peer LPs | Ana Marshall | Jan 8, 2024 | — |
| 1.5M | “a half million” | Housel: The Psychology of Money Sells 5,000 Copies Every Day | Morgan Housel | Jan 1, 2024 | — |
| 20% | “20%” | Housel: Major Career Success Improves Only 20% of Your Life | Morgan Housel | Jan 1, 2024 | — |
| 60% | “60%” | Housel: Major Career Success Improves Only 20% of Your Life | Morgan Housel | Jan 1, 2024 | — |
| $1T | “a trillion dollars” | Housel: Elon Musk's Greatest Product Is Tesla Stock, Not Its Cars | Morgan Housel | Jan 1, 2024 | — |
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