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

Rees: Lehman Took 20% Minority Stakes in GLG and D.E. Shaw

“Every time we did one of these minority stakes in hedge funds, we started with GLG and then we did a firm Called Marble Bar and Osprey and D.E. Shaw. We were doing a lot of work in a lot of other areas, and these 20% stakes in hedge funds were paying the bills…”

Michael Rees Oct 31, 2022 ▶ 10:15 Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)

Assertion Supported

Chabran: Lehman Brothers Held Single-A Rating Days Before Bankruptcy

“On Friday, September the 13th, 2008, Lehman Brothers were singly raided. On the Monday morning, it had defaulted, and that was the catalyst to, you know, a much wider situation.”

Mathieu Chabran Oct 12, 2020 ▶ 51:52 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)

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The Ledger

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