| 50% | “50%” | High-growth companies compounding at 50% benefit from delaying their IPO | Michael Carmen | Aug 10, 2023 | — |
| 3× | “three times” | High-growth companies compounding at 50% benefit from delaying their IPO | Michael Carmen | Aug 10, 2023 | — |
| 80% | “80%” | Roughly 80% of the SPAC market traded under $5 by mid-2023 | Michael Carmen | Aug 10, 2023 | Supported |
| 95% | “95%” | 95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro | Michael Carmen | Aug 10, 2023 | — |
| 50% | “50%” | 95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro | Michael Carmen | Aug 10, 2023 | — |
| 3% | “three percent” | 95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro | Michael Carmen | Aug 10, 2023 | — |
| 1% | “one percent” | 95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro | Michael Carmen | Aug 10, 2023 | — |
| 6% | “six percent” | 95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro | Michael Carmen | Aug 10, 2023 | — |
| 2% | “two percent” | 95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro | Michael Carmen | Aug 10, 2023 | — |
| 12T | “12 trillion” | Khajuria: Private markets will reach $20 trillion or more in a decade | Sachin Khajuria | Aug 7, 2023 | Held up |
| 20T | “20 trillion” | Khajuria: Private markets will reach $20 trillion or more in a decade | Sachin Khajuria | Aug 7, 2023 | Held up |
| 10% | “10%” | Khajuria: Retail portfolios will eventually hold 10% to 50% in private markets | Sachin Khajuria | Aug 7, 2023 | — |
| 30% | “30%” | Khajuria: Retail portfolios will eventually hold 10% to 50% in private markets | Sachin Khajuria | Aug 7, 2023 | — |
| 50% | “50%” | Khajuria: Retail portfolios will eventually hold 10% to 50% in private markets | Sachin Khajuria | Aug 7, 2023 | — |
| 10× | “10 times” | Ballou: PE-Owned Companies Are 10x More Likely to Go Bankrupt | Brendan Ballou | Aug 7, 2023 | Supported |
| 1K | “a thousand” | Ballou: PE lobbying stalled and weakened surprise medical billing reform | Brendan Ballou | Aug 7, 2023 | Supported |
| 100% | “hundred percent” | Seides: Roughly 100% of conference panels fail to be interactive | Ted Seides | Jul 31, 2023 | — |
| 5% | “five percent” | Seides: Allocating 5% mental bandwidth to pacing eliminates verbal fillers | Ted Seides | Jul 31, 2023 | — |
| 25% | “25%” | 25% of 1999 Stanford GSB Class Led Failed Dot-Com Startups | Kipp deVeer | Jul 24, 2023 | — |
| 16% | “16%” | Early Private Debt Paid 600-700 Bps Over the Risk-Free Rate | Kipp deVeer | Jul 24, 2023 | — |
| 0.5% | “half percent” | Early Private Debt Paid 600-700 Bps Over the Risk-Free Rate | Kipp deVeer | Jul 24, 2023 | — |
| 3B | “three billion” | Ares Managed $3B in CLOs With Just 65 Employees in 2004 | Kipp deVeer | Jul 24, 2023 | Supported |
| 50M | “fifty million” | Ares Managed $3B in CLOs With Just 65 Employees in 2004 | Kipp deVeer | Jul 24, 2023 | Supported |
| 50B | “fifty billion” | Ares Manages Over $360B in AUM With $250B in Credit | Kipp deVeer | Jul 24, 2023 | Supported |
| 51M | “a fifty million” | Lenders See No Pricing Delta Between $50M and $250M EBITDA Borrowers | Kipp deVeer | Jul 24, 2023 | — |
| 50M | “fifty million” | Lenders See No Pricing Delta Between $50M and $250M EBITDA Borrowers | Kipp deVeer | Jul 24, 2023 | — |
| 0.5% | “half percent” | Ares Caps Single-Position Fund Allocations Mostly Under One Percent | Kipp deVeer | Jul 24, 2023 | — |
| 1% | “one percent” | Ares Caps Single-Position Fund Allocations Mostly Under One Percent | Kipp deVeer | Jul 24, 2023 | — |
| 12% | “12%” | Sustained 12% Senior Debt Rates Would Cause an Economic Depression | Kipp deVeer | Jul 24, 2023 | — |
| 4T | “four trillion” | Ares Estimates Non-Corporate Alternative Credit Is a $3T to $4T Market | Kipp deVeer | Jul 24, 2023 | — |
| 40% | “40%” | Relying on 40% Loan-to-Value Metrics for Credit Safety Is Dangerous | Kipp deVeer | Jul 24, 2023 | — |
| 90% | “90%” | Klarman: Baupost Invested in Chinese Equities for First Time in Decades | Seth Klarman | Jul 17, 2023 | — |
| 15% | “15%” | Klarman: Baupost expands debt holdings to about 15% of its portfolio | Seth Klarman | Jul 17, 2023 | — |
| 10× | “10 X” | VC generated 5x to 10x returns in two years during 1999 | Ravi Viswanathan | Jul 13, 2023 | Supported |
| 2% | “two percent” | Private equity secondaries market penetration doubled to 2% over a decade | Ravi Viswanathan | Jul 13, 2023 | Supported |
| 1% | “one percent” | Private equity secondaries market penetration doubled to 2% over a decade | Ravi Viswanathan | Jul 13, 2023 | Supported |
| 100B | “a hundred billion” | Venture secondaries are only 0.3% penetrated, representing a $100B opportunity | Ravi Viswanathan | Jul 13, 2023 | — |
| 0.3% | “0.3%” | Venture secondaries are only 0.3% penetrated, representing a $100B opportunity | Ravi Viswanathan | Jul 13, 2023 | — |
| 90% | “90%” | NewView concentrates 80% to 90% of capital in B2B software | Ravi Viswanathan | Jul 13, 2023 | — |
| 50M | “fifty million” | NewView primarily targets software companies with $10M to $50M in ARR | Ravi Viswanathan | Jul 13, 2023 | — |
| 5× | “five X” | NewView underwrites growth investments to 3x to 5x returns | Ravi Viswanathan | Jul 13, 2023 | — |
| 50% | “50%” | Most NewView investments grow over 50% annually and remain unprofitable | Ravi Viswanathan | Jul 13, 2023 | — |
| 100% | “hundred percent” | Most NewView investments grow over 50% annually and remain unprofitable | Ravi Viswanathan | Jul 13, 2023 | — |
| 15% | “15%” | NewView allocates 10% to 15% of its fund to early-stage bets | Ravi Viswanathan | Jul 13, 2023 | — |
| 80% | “80%” | NewView avoids bidding at 80% discounts to protect VC GP relationships | Ravi Viswanathan | Jul 13, 2023 | — |
| 5% | “five percent” | A 5% secondary discount can be more valuable than a 50% discount | Ravi Viswanathan | Jul 13, 2023 | — |
| 50% | “50%” | A 5% secondary discount can be more valuable than a 50% discount | Ravi Viswanathan | Jul 13, 2023 | — |
| 80% | “80%” | NewView Fund I comprised 31 companies acquired from NEA | Ravi Viswanathan | Jul 13, 2023 | Supported |
| $12B | “twelve billion dollars” | Aitken: Fed provided $212B bridge loan to FDIC's bad bank | James Aitken | Jul 10, 2023 | Partly supported |
| 6% | “six percent” | Aitken: 5.5% Treasury yields mean investors are finally paid to wait | James Aitken | Jul 10, 2023 | — |
| 10% | “10%” | Aitken: Fundamental investors account for only 5-10% of listed turnover | James Aitken | Jul 10, 2023 | Supported |
| 200% | “200%” | Collins: FrontPoint returned 200% on the subprime short without heavy leverage | Porter Collins | Jul 3, 2023 | — |
| 8% | “eight percent” | Collins: Seawolf fell apart after down 8% year and losing anchor investor in 2016 | Porter Collins | Jul 3, 2023 | — |
| 95% | “95%” | Daniel: High leverage forces multi-manager hedge funds into short-term momentum trading | Vincent Daniel | Jul 3, 2023 | — |
| 35% | “35%” | Collins: Seawolf bought Petrobras at 2x earnings for a 30% dividend yield | Porter Collins | Jul 3, 2023 | — |
| 2× | “two times” | Collins: Seawolf bought Petrobras at 2x earnings for a 30% dividend yield | Porter Collins | Jul 3, 2023 | — |
| 150% | “150%” | Collins: Seawolf gained over 150% in 2022 despite a 30% drawdown | Porter Collins | Jul 3, 2023 | — |
| 30% | “30%” | Collins: Seawolf gained over 150% in 2022 despite a 30% drawdown | Porter Collins | Jul 3, 2023 | — |
| $25M | “twenty-five million dollars” | Mullen: Invested $25 million of personal capital to test single-family rentals | Don Mullen | Jun 29, 2023 | — |
| 7M | “seven million” | Mullen: US housing shortage is between 3 and 7 million homes | Don Mullen | Jun 29, 2023 | Supported |
| 70% | “70%” | Mullen: 70% of US mortgage holders have rates under 4% | Don Mullen | Jun 29, 2023 | Partly supported |
| 4% | “four percent” | Mullen: 70% of US mortgage holders have rates under 4% | Don Mullen | Jun 29, 2023 | Partly supported |
| 95% | “95%” | Mullen: 70% of US mortgage holders have rates under 4% | Don Mullen | Jun 29, 2023 | Partly supported |
| 30% | “30%” | Mullen: Internal operations drove Pretium's rental NOI margins to 65% | Don Mullen | Jun 29, 2023 | — |
| 45% | “45%” | Mullen: Internal operations drove Pretium's rental NOI margins to 65% | Don Mullen | Jun 29, 2023 | — |
| 100% | “hundred percent” | Mullen: Internal operations drove Pretium's rental NOI margins to 65% | Don Mullen | Jun 29, 2023 | — |
| 65% | “65%” | Mullen: Internal operations drove Pretium's rental NOI margins to 65% | Don Mullen | Jun 29, 2023 | — |
| 300B | “a two hundred billion” | Mullen: Pretium aims to scale to $250 billion AUM within 10 years | Don Mullen | Jun 29, 2023 | Open |
| 250B | “two hundred fifty billion” | Mullen: Pretium aims to scale to $250 billion AUM within 10 years | Don Mullen | Jun 29, 2023 | Open |
| 70% | “70%” | Breitfelder: Research shows roughly 70% of new corporate strategies fail | Matt Breitfelder | Jun 26, 2023 | Supported |
| 20% | “20%” | Breitfelder: Only 20% of workers report being highly engaged in their jobs | Matt Breitfelder | Jun 26, 2023 | Supported |
| 80% | “80%” | Breitfelder: Intangibles like talent and culture drive 70-80% of company market value | Matt Breitfelder | Jun 26, 2023 | — |
| 11% | “11%” | Resnick: Travel and leisure accounts for about 11% of global GDP | Eric Resnick | Jun 19, 2023 | Partly supported |
| 7% | “seven percent” | Resnick: US travel spending has grown 7% annually since 1960 | Eric Resnick | Jun 19, 2023 | Partly supported |
| 90% | “90%” | Resnick: KSL is roughly 90% focused on leisure over corporate travel | Eric Resnick | Jun 19, 2023 | — |
| 80% | “80%” | Resnick: Ancillaries drive up to 70% of resort revenue, unlike urban hotels | Eric Resnick | Jun 19, 2023 | Partly supported |
| 90% | “90%” | Resnick: Ancillaries drive up to 70% of resort revenue, unlike urban hotels | Eric Resnick | Jun 19, 2023 | Partly supported |
| 30% | “30%” | Resnick: Ancillaries drive up to 70% of resort revenue, unlike urban hotels | Eric Resnick | Jun 19, 2023 | Partly supported |
| 40% | “40%” | Resnick: Ancillaries drive up to 70% of resort revenue, unlike urban hotels | Eric Resnick | Jun 19, 2023 | Partly supported |
| 30% | “30%” | Resnick: Mismanaging resort retail, dining, and spas can wipe out profit margins | Eric Resnick | Jun 19, 2023 | — |
| 80% | “80%” | Resnick: Tented eco-resorts have an 80% smaller carbon footprint than traditional hotels | Eric Resnick | Jun 19, 2023 | Open |
| 30% | “30%” | Resnick: KSL allocates 20% to 30% to growthy consumer businesses | Eric Resnick | Jun 19, 2023 | — |
| 2× | “two times” | Resnick on why KSL's only two investment losses involved charismatic founders | Eric Resnick | Jun 19, 2023 | — |
| 20% | “20%” | Resnick: Generating 15-20% returns requires taking unmitigated risks | Eric Resnick | Jun 19, 2023 | — |
| $12M | “twelve million dollars” | Sacca turned student loans into $12M before going $4M in debt | Chris Sacca | Jun 12, 2023 | — |
| 12M | “twelve million” | Sacca turned student loans into $12M before going $4M in debt | Chris Sacca | Jun 12, 2023 | — |
| 4M | “four million” | Sacca turned student loans into $12M before going $4M in debt | Chris Sacca | Jun 12, 2023 | — |
| 50M | “fifty million” | Sacca: Speedera rejected $950M buyout before raising at $30M valuation | Chris Sacca | Jun 12, 2023 | Not publicly verifiable |
| $1B | “a billion dollars” | Sacca: Speedera rejected $950M buyout before raising at $30M valuation | Chris Sacca | Jun 12, 2023 | Not publicly verifiable |
| 31M | “a thirty million” | Sacca: Speedera rejected $950M buyout before raising at $30M valuation | Chris Sacca | Jun 12, 2023 | Not publicly verifiable |
| $6B | “six billion dollars” | Sacca: Google's $6B spectrum bid established net neutrality rules for wireless networks | Chris Sacca | Jun 12, 2023 | Partly supported |
| 20M | “twenty million” | Sacca: Lowercarbon Portfolio Company Reached $120M Run Rate with 60% Margins | Chris Sacca | Jun 12, 2023 | — |
| 60% | “60%” | Sacca: Lowercarbon Portfolio Company Reached $120M Run Rate with 60% Margins | Chris Sacca | Jun 12, 2023 | — |
| 8× | “eight times” | Sacca: GPT-5 will train in 2023 and be 6-8x better than GPT-4 | Chris Sacca | Jun 12, 2023 | Didn’t hold up |
| 2B | “a one billion” | Vulcan Value Partners scaled from $1B to $20B during Falbe's tenure | Jim Falbe | Jun 8, 2023 | Partly supported |
| $1B | “a billion dollars” | Vulcan Value Partners scaled from $1B to $20B during Falbe's tenure | Jim Falbe | Jun 8, 2023 | Partly supported |
| $20B | “twenty billion dollars” | Vulcan Value Partners scaled from $1B to $20B during Falbe's tenure | Jim Falbe | Jun 8, 2023 | Partly supported |
| 10B | “ten billion” | Vulcan Value Partners capped inflows while raising $100M weekly at $10B AUM | Jim Falbe | Jun 8, 2023 | — |
| $100M | “a hundred million dollars” | Vulcan Value Partners capped inflows while raising $100M weekly at $10B AUM | Jim Falbe | Jun 8, 2023 | — |
| 80% | “80%” | Masonite and competitor Jeld-Wen control 80% of their door market | Jim Falbe | Jun 8, 2023 | Supported |
| 50% | “50%” | Falbe: Even elite companies face a 50% drawdown once a decade | Jim Falbe | Jun 8, 2023 | — |
| 10× | “10 times” | Vulcan sold Apple at a split-adjusted $33, missing a massive run | Jim Falbe | Jun 8, 2023 | Supported |
| 20% | “20%” | Falbe targets under 20% turnover and 5-year holding periods at Saguaro | Jim Falbe | Jun 8, 2023 | — |
| 5% | “five percent” | Saguaro caps position sizes at 5% for ideas tracked under 12 months | Jim Falbe | Jun 8, 2023 | — |
| 5% | “five percent” | Only 5% of acquisition takeout offers exceed Saguaro's internal valuation ranges | Jim Falbe | Jun 8, 2023 | — |
| 90% | “90%” | Falbe: Games Workshop generates 90%+ gross margins on manufacturing plastic models | Jim Falbe | Jun 8, 2023 | Contradicted |
| 15% | “15%” | Goldman Special Situations achieved 20% unleveraged returns post-2001 by conservative pricing | Adam Shapiro | Jun 5, 2023 | — |
| 95% | “95%” | Non-investor operational managers best serve families uninterested in direct investing | Adam Shapiro | Jun 5, 2023 | — |
| 4% | “four percent” | Blitz: Higher base rates could restore hedge funds to endowment portfolios | Adam Blitz | May 29, 2023 | — |
| 10T | “10 trillion” | Fagan: Levered hedge fund footprint reaches $10T, half the Treasury market | Dan Fagan | May 29, 2023 | — |
| 20T | “20 trillion” | Fagan: Levered hedge fund footprint reaches $10T, half the Treasury market | Dan Fagan | May 29, 2023 | — |
| 80% | “80%” | Blitz: Repeatable Macro Alpha Comes From Trade Structuring, Not Thematic Bets | Adam Blitz | May 29, 2023 | — |
| 20% | “20%” | Blitz: Repeatable Macro Alpha Comes From Trade Structuring, Not Thematic Bets | Adam Blitz | May 29, 2023 | — |
| 5% | “five percent” | Blitz: No-hurdle incentive fees cost allocators 80 to 100 basis points | Adam Blitz | May 29, 2023 | — |
| 20% | “20%” | Blitz: No-hurdle incentive fees cost allocators 80 to 100 basis points | Adam Blitz | May 29, 2023 | — |
| 1% | “one percent” | Blitz: No-hurdle incentive fees cost allocators 80 to 100 basis points | Adam Blitz | May 29, 2023 | — |
| 2× | “two times” | Zandiyeh: Laundry businesses could be acquired for 2x earnings with $20k-$30k | Kiyan Zandiyeh | May 25, 2023 | — |
| 25% | “25%” | Zandiyeh: Launched a teenage investment fund with 0% management and 25% carry | Kiyan Zandiyeh | May 25, 2023 | — |
| 6% | “six percent” | Zandiyeh: Launched a teenage investment fund with 0% management and 25% carry | Kiyan Zandiyeh | May 25, 2023 | — |
| 3M | “three million” | Zandiyeh: Raised approximately $3M from three investors as a teenager | Kiyan Zandiyeh | May 25, 2023 | — |
| 60% | “60%” | Zandiyeh held 60% portfolio concentration in a single stock | Kiyan Zandiyeh | May 25, 2023 | — |
| $10M | “ten million dollars” | Zandiyeh: Sturgeon's Iranian tech startups reached $110M in profitable revenue | Kiyan Zandiyeh | May 25, 2023 | — |
| 16B | “a fifteen billion” | Zandiyeh: Kaspi completed a $15B London IPO out of Kazakhstan | Kiyan Zandiyeh | May 25, 2023 | Supported |
| 400M | “four hundred million” | Zandiyeh: Bangladesh and Pakistan have a higher GDP per capita than India | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| 1% | “one percent” | Zandiyeh: Bangladesh and Pakistan have a higher GDP per capita than India | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| $1T | “a trillion dollars” | Zandiyeh: Tech will capture 20% to 30% of Pakistan-Bangladesh GDP | Kiyan Zandiyeh | May 25, 2023 | — |
| 30% | “30%” | Zandiyeh: Tech will capture 20% to 30% of Pakistan-Bangladesh GDP | Kiyan Zandiyeh | May 25, 2023 | — |
| $1.5M | “half a million dollars” | Zandiyeh: Sturgeon Capital avoids pre-revenue businesses, targeting $500k to $10M revenue | Kiyan Zandiyeh | May 25, 2023 | — |
| $10M | “ten million dollars” | Zandiyeh: Sturgeon Capital avoids pre-revenue businesses, targeting $500k to $10M revenue | Kiyan Zandiyeh | May 25, 2023 | — |
| 100M | “a hundred million” | Zandiyeh: ZoodPay founder previously built an $800M business and sold one for $100M | Kiyan Zandiyeh | May 25, 2023 | Not publicly verifiable |
| 900M | “an eight hundred million” | Zandiyeh: ZoodPay founder previously built an $800M business and sold one for $100M | Kiyan Zandiyeh | May 25, 2023 | Not publicly verifiable |
| 70M | “seventy million” | Zandiyeh: Bangladesh has 170M people, 8th largest smartphone base, only 2 VCs | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| 80% | “80%” | Zandiyeh: Uzbek banks ignore SMEs despite driving 60% of GDP | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| 60% | “60%” | Zandiyeh: Uzbek banks ignore SMEs despite driving 60% of GDP | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| 25% | “25%” | Zandiyeh: Sturgeon-incubated Uzbek SME lender turned profitable in six months | Kiyan Zandiyeh | May 25, 2023 | — |
| 16B | “a fifteen billion” | Zandiyeh: Kaspi generates $2B annual net income in Kazakhstan | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| $2B | “two billion dollars” | Zandiyeh: Kaspi generates $2B annual net income in Kazakhstan | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| 11M | “eleven million” | Zandiyeh: ZoodPay reaches 2M MAUs and 50,000 merchants across Central Asia | Kiyan Zandiyeh | May 25, 2023 | — |
| 2M | “two million” | Zandiyeh: ZoodPay reaches 2M MAUs and 50,000 merchants across Central Asia | Kiyan Zandiyeh | May 25, 2023 | — |
| $20M | “twenty million dollars” | Zandiyeh: Pakistan venture funding surged to $300M in 2022 | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| $250M | “two hundred fifty million dollars” | Zandiyeh: Pakistan venture funding surged to $300M in 2022 | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| $300M | “three hundred million dollars” | Zandiyeh: Pakistan venture funding surged to $300M in 2022 | Kiyan Zandiyeh | May 25, 2023 | Partly supported |
| 35% | “35%” | Falls: Andover's VC Exposure Hit Nearly 35% of Endowment in 1999 | Amy Falls | May 22, 2023 | Not publicly verifiable |
| 700M | “a six hundred million” | Amy Falls: Firing one-third of Andover's fund managers boosted endowment performance | Amy Falls | May 22, 2023 | — |
| 20% | “20%” | Falls: Rockefeller University held an unexplainable 20% long/short equity allocation | Amy Falls | May 22, 2023 | — |
| 20% | “20%” | Falls: Allocate liquidity to low-volatility assets and lock up high risk | Amy Falls | May 22, 2023 | — |
| 10% | “10%” | Amy Falls: Northwestern targets 8% to 10% portfolio exposure to China | Amy Falls | May 22, 2023 | — |
| 50M | “fifty million” | Lasry: Cowen distressed group posted 70% and 60% consecutive annual returns | Marc Lasry | May 15, 2023 | — |
| $35M | “Thirty-five million dollars” | Lasry: Cowen distressed group posted 70% and 60% consecutive annual returns | Marc Lasry | May 15, 2023 | — |
| 500M | “five hundred million” | Lasry: Cowen distressed group posted 70% and 60% consecutive annual returns | Marc Lasry | May 15, 2023 | — |
| 70% | “70%” | Lasry: Cowen distressed group posted 70% and 60% consecutive annual returns | Marc Lasry | May 15, 2023 | — |
| 60% | “60%” | Lasry: Cowen distressed group posted 70% and 60% consecutive annual returns | Marc Lasry | May 15, 2023 | — |
| $50M | “fifty million dollars” | Lasry: In 1988, $150M was the world's largest distressed fund | Marc Lasry | May 15, 2023 | Supported |
| 80% | “80%” | Lasry: We shut down a brokerage generating 80% of our income | Marc Lasry | May 15, 2023 | — |
| 100× | “hundred times” | Lasry: We paid 100 times cash flow to buy the Milwaukee Bucks | Marc Lasry | May 15, 2023 | — |
| 15% | “15%” | Lasry: Private equity will not return 15-20% over the next three years | Marc Lasry | May 15, 2023 | Held up |
| 20% | “20%” | Lasry: Private equity will not return 15-20% over the next three years | Marc Lasry | May 15, 2023 | Held up |
| 80% | “80%” | Lasry: Avenue Capital shifted from 80% public bonds to 80-90% private credit | Marc Lasry | May 15, 2023 | — |
| 90% | “90%” | Lasry: Avenue Capital shifted from 80% public bonds to 80-90% private credit | Marc Lasry | May 15, 2023 | — |
| 7% | “seven percent” | Lasry: Mega-firms like Ares and Oaktree now rely on bank leverage | Marc Lasry | May 15, 2023 | — |
| $1B | “a billion dollars” | Lasry: Avenue caps fund size at $1B to avoid relying on leverage | Marc Lasry | May 15, 2023 | — |
| 20% | “20%” | Lasry: Sports franchise lending offers ~20% loan-to-value ratios | Marc Lasry | May 15, 2023 | — |
| 5% | “five percent” | Lasry: Investors should back the Asian region rather than direct China exposure | Marc Lasry | May 15, 2023 | — |
| 1M | “a million” | Craib: Numerai's public dataset contains over one million rows | Richard Craib | May 11, 2023 | — |
| $30M | “thirty million dollars” | Craib: Numerai has paid contributors over $30 million, surpassing Kaggle payouts | Richard Craib | May 11, 2023 | Supported |
| 80% | “80%” | Craib: Numerai user base doubled in 2018 despite token crashing 90% | Richard Craib | May 11, 2023 | Partly supported |
| 90% | “90%” | Craib: Numerai user base doubled in 2018 despite token crashing 90% | Richard Craib | May 11, 2023 | Partly supported |
| 1.5K | “a half thousand” | Craib: Numerai scaled to 2,000 data features and 5,500 active modelers | Richard Craib | May 11, 2023 | Partly supported |
| 3% | “three percent” | Craib: Numerai holds 500 long and short positions under 3% cap | Richard Craib | May 11, 2023 | — |
| 40% | “40%” | Craib: High PE returns require less skill than market-neutral quant investing | Richard Craib | May 11, 2023 | — |
| 2× | “two times” | Craib: High PE returns require less skill than market-neutral quant investing | Richard Craib | May 11, 2023 | — |
| $1B | “a billion dollars” | Davidson Kempner grew from $1B to $14B+ pre-GFC | Tony Yoseloff | May 8, 2023 | Supported |
| 12% | “12%” | Davidson Kempner tracks stagnant positions via a 'dead money report' | Tony Yoseloff | May 8, 2023 | — |
| 25% | “25%” | Davidson Kempner tracks stagnant positions via a 'dead money report' | Tony Yoseloff | May 8, 2023 | — |
| 85% | “85%” | Davidson Kempner's best portfolios are right only 80% to 85% of the time | Tony Yoseloff | May 8, 2023 | — |
| 80% | “80%” | Risk arbitrage carries jump-to-default risk with no trading out | Tony Yoseloff | May 8, 2023 | — |
| 100% | “100%” | Monk: Asset allocation performance depends 100% on organizational capabilities | Ashby Monk | May 1, 2023 | — |
| 7.2% | “7.2%” | Monk: Allocators should target specific cash flows over generic 7.2% returns | Ashby Monk | May 1, 2023 | — |
| 100M | “a hundred million” | Monk: Major pension funds spend $30M to $100M annually on tech | Ashby Monk | May 1, 2023 | — |
| 70% | “70%” | Sack: Morgan Stanley Capital Partners targets 50% to 70% equity stakes | Aaron Sack | Apr 27, 2023 | — |
| 30% | “30%” | Sack: 30% of Morgan Stanley Capital Partners Senior Team Focuses on Operations | Aaron Sack | Apr 27, 2023 | Supported |
| 40% | “40%” | Wong: RTW is wrong on biotech investments 35% to 40% of the time | Rod Wong | Apr 24, 2023 | — |
| 5% | “five percent” | Wong: RTW limits worst-case position loss to 5% of fund capital | Rod Wong | Apr 24, 2023 | — |
| 10% | “10%” | Wong: Biotech positions above 5% require commercial revenue support | Rod Wong | Apr 24, 2023 | — |
| 5% | “five percent” | Wong: Biotech positions above 5% require commercial revenue support | Rod Wong | Apr 24, 2023 | — |
| 90% | “90%” | Wong: Biotech positions above 5% require commercial revenue support | Rod Wong | Apr 24, 2023 | — |
| 100% | “hundred percent” | Wong: Biotech positions above 5% require commercial revenue support | Rod Wong | Apr 24, 2023 | — |
| 1B | “one billion” | Wong: Biotechs launching sub-billion-dollar drugs face severe commercial funding challenges | Rod Wong | Apr 24, 2023 | — |
| 1.5B | “half a billion” | Wong: Biotechs launching sub-billion-dollar drugs face severe commercial funding challenges | Rod Wong | Apr 24, 2023 | — |
| 2.5B | “a half a billion” | Wong: Biotechs launching sub-billion-dollar drugs face severe commercial funding challenges | Rod Wong | Apr 24, 2023 | — |
| $300M | “three hundred million dollars” | Wong: Biotechs launching sub-billion-dollar drugs face severe commercial funding challenges | Rod Wong | Apr 24, 2023 | — |
| $1B | “a billion dollars” | Wong: Around a dozen dedicated healthcare firms manage over $1B | Rod Wong | Apr 24, 2023 | Contradicted |
| 20% | “20%” | Wong: Equity offerings are typically capped at 10% to 20% of market cap | Rod Wong | Apr 24, 2023 | — |
| 4× | “four X” | Wong: Equity offerings are typically capped at 10% to 20% of market cap | Rod Wong | Apr 24, 2023 | — |
| 2% | “two percent” | Giannini: Global Economies Face Shallow Recession, Not 2008 Crisis | Mario Giannini | Apr 17, 2023 | Partly held up |
| 5% | “five percent” | Toomey: Broad Buyout Valuations Declined Only 5% in 2022 | John Toomey | Apr 17, 2023 | Supported |
| 25% | “25%” | Toomey: Crossover and Mutual Fund Tech Managers Saw 25% Valuation Drops | John Toomey | Apr 17, 2023 | Supported |
| 20% | “20%” | Toomey: 2004–2006 Buyout Vintages Had Lower IRRs Than 2007–2008 Vintages | John Toomey | Apr 17, 2023 | Supported |
| 14% | “14%” | Toomey: 2004–2006 Buyout Vintages Had Lower IRRs Than 2007–2008 Vintages | John Toomey | Apr 17, 2023 | Supported |
| 13% | “13%” | Toomey: 2004–2006 Buyout Vintages Had Lower IRRs Than 2007–2008 Vintages | John Toomey | Apr 17, 2023 | Supported |
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