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.
why aren't all 11 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
CAZ Investments charges zero management fees on most of its investment offerings
“In most cases, we don't charge management fees at all. We just get paid a percentage of the profits. And if there is no profit, we don't get paid.”
A CAZ partner firm turned a $2.5M Solana investment into over $4B
“Right now, one of our firms, they invested two and a half million dollars in Solano, and today that stake is worth over four billion dollars.”
Hedge fund GP stakes yield binary boom-or-bust outcomes within two years
“If you own a piece of a hedge fund in two years, you're either just doing incredibly well or you're out of business. There's really not a lot in between.”
CAZ passes on investments if three network calls yield no team references
“If after three phone calls, we can't find someone who knows this team, Then there's a reason why they're not known, and we're probably going to pass. Not always, but that's a good litmus test.”
CAZ Investments deployed over $1.5 billion into GP stakes over five years
“We've invested over a billion and a half dollars in that space in the last five years.”
Zook committed to John Paulson's subprime short within 45 minutes
“My literally very next trip was to New York, and I was with John and his team, and they were talking about what they were doing in housing, and it took me 45 minutes to say, I'm in, we definitely want to do this.”
CAZ Investments sold a minority equity stake to Tony Robbins in 2021
“We sold a minority interest in our business to Tony Robbins earlier this year.”
CAZ aggressively bought publicly traded private equity firms during COVID lows
“About a year and a half ago, two years ago, and particularly at the depths of COVID, we were very aggressively buying the publicly traded private firms.”
Zook used subprime short profits to fund a 2009 distressed buying spree
“So in 2009, 2010, we were clearly contrarian when we were buying up everything that had gotten destroyed during the global financial crisis. But because we shorted subprime, we literally had the benefit of all of this cash coming into us”
Tony Robbins is opening RIA distribution channels for CAZ Investments
“Tony and AJ and Josh are very connected in the investment advisor world and have been for a long time. They know a ton of investment advisors, so they're opening doors to those investment advisors so that those advisors can learn about how we can help them gro…”
Zook conceived CAZ Investments during a 1991 Tony Robbins audio workshop
“My wife and I actually in 1991 did Tony's tape series, and part of the goal setting workshop that we did there, I actually set the goal of starting a firm within 10 years by the name of Kaz Investments, and I knew exactly what it was going to be, and so every …”