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

Leffell: Distressed Bank Debt Did Not Historically Trade Before Late 1980s

“Buying bank debt, and bank debt did not historically trade. So these were one-off transactions. It was pretty much a small group of banks and funds that were doing it.”

Michael Leffell Mar 11, 2024 ▶ 13:05 Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

Assertion Supported

Davidson Kempner grew from $1B to $14B+ pre-GFC

“Assets under management went from a little bit over a billion dollars to over fourteen billion dollars at the pre-GFC peak”

Tony Yoseloff May 8, 2023 ▶ 15:24 Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)

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The Ledger

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