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 ✕

why aren't all 1 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

Opinion
MSD loses to Blackstone and Brookfield on price, competes on duration
“I don't want to go compete against Blackstone and Brookfield in real estate on price. We're going to lose all day long. But if we can compete on duration, we'll do that.”
Gregg Lemkau Jan 9, 2023 ▶ 33:24 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.