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 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
Strategic buyers acquired 44 of Kinderhook's 50 exits over 20 years
“We've sold 44 of our 50 exits over 20 years have been a strategic buyers, and understanding what strategic buyers are looking for helps guide our investment thesis going into opportunities.”
Chris Michalik Nov 11, 2024 ▶ 29:33 [REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
Assertion Supported
Michalik: Industrial waste tank demand grew steadily over 20 years with only one bust
“What we did to get comfortable that was really a one-time phenomenon is we looked at 20 years of industrial waste tank demand, and over that twenty-year cycle, you really had one bust, and you could see the bust coming by the overinvestment in the Proceeding t…”
Rob Michalik Nov 11, 2024 ▶ 20:40 [REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
Assertion Supported
Mobile Mini and Adler combination created largest North American waste tank player
“So I think we closed on the mobile mini tanks October first of 22. February first of 23, we closed on the Adler add-on acquisition. That made us the largest player by assets in the industrial waste tank business in North America.”
Rob Michalik Nov 11, 2024 ▶ 25:31 [REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
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