The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported

Grinnell's endowment often held over 10% in single stock positions

“So if you look at the biggest investments in Grinnell's history, it wasn't uncommon for them to have north of 10% of the portfolio in a single individual name.”

Scott Wilson Oct 5, 2020 ▶ 16:15 Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)

Prediction Held up

WashU expects its three-year endowment performance to rank near top peers

“If you look at what's really generated our returns, if you look at our performance this year and how we've done over the last three years, we'll end up towards the top of our peer group over that timeframe.”

Scott Wilson Oct 5, 2020 ▶ 47:49 Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)

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The Ledger

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