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
Musk tweeted '$420 funding secured' before calling bankers to evaluate buyout
“And Elon put out his infamous tweet around four, 20 funding secured. Then he called the bankers, which was slightly out of order.”
Brosens: Mark Winkelman left Goldman Sachs in 1994 after political leadership battle
“Unfortunately, at the end of 94, he ended up Effectively losing a political battle to run the firm and left at the end of that year.”
Late-1990s private equity firms overlooked enterprise software for chips
“And I realized that none of them, like any in that period of time, none of them are really thinking about software as an area of investment. Some may have had one or two software investments, but they were thinking about technology broadly, and at that time, t…”
Kraus: Goldman Sachs partners received equal compensation across different specialties
“What was really curious to me about Goldman Sachs was, Goldman Sachs allowed people to specialize, and they compensated the different specialties equally. So at the partnership level, I mean, if you became a partner, you could be a corporate finance specialist…”
Canadian pension governance structures insulate compensation from political control
“The Canadians really set up the model so they're paying market wages. They may not be able to pay as much as Goldman Sachs in Toronto, but they're pretty darn close. They also set it up so that pay doesn't, it's not one year thing, it's three or five year thin…”
Mullen: David Solomon was hired from his team before recruiting him to Goldman
“That person they'd hired away from me was David Solomon, and so David Solomon was recruiting me.”
Steyer: Goldman Sachs had zero China staff and two in Hong Kong in 1983-1985
“Goldman Sachs, which was, as I said, I think the premier investment bank in the world, when I worked there in 1983 to 1985, had zero people in China and two people in Hong Kong.”
Lemkau, Robert Smith, and Mark McMorris launched Goldman's West Coast tech M&A
“It was a guy named Mark McMorris, who went on to go work at General Atlantic for a long time, and then Robert Smith, who eventually went on to go found Vista Equity, and me, the three of us went out there, all the same associate class, like three musketeers st…”
Baumgartner: 2014–2018 equity returns doubled consensus forecasts while volatility halved
“Back in 2013, 20 14, you've got bears projecting low returns... You've got folks like Goldman and JP Morgan, and the folks who publish capital market expectations, and you see, eh, equities, seven percent annualized return, 15% vol... Now, you fast forward fiv…”