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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.

clear all ✕
3statements match
3resolved → 0open claims → 3supported → 0contradicted →

why aren't all 3 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
Cook: Prime broker data shows hedge funds retrench during market dislocations
“If you actually look at the data we get from our prime brokers, what at least we see is that the industry as a whole, the hedge fund industry as a whole, actually does not deploy more capital during periods of dislocation. The hedge fund industry retrenches an…”
Will Cook Dec 2, 2021 ▶ 24:48 Will Cook - Sunriver Management (Manager Meetings, EP.22)
Assertion Supported
Cook: Mid-cap equities were the best-performing market segment over 30 years
“One is if you look over a very long period of time, mid caps have actually been the best performing part of the market over, say, 30 years.”
Will Cook Dec 2, 2021 ▶ 39:48 Will Cook - Sunriver Management (Manager Meetings, EP.22)
Assertion Supported
Cook: Internet Capital Group reached $55B valuation with 100 employees
“The company peaked at a market cap of about fifty five billion when we had a little over a hundred employees at the time.”
Will Cook Dec 2, 2021 ▶ 14:21 Will Cook - Sunriver Management (Manager Meetings, EP.22)
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