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 6 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
Lyon: Private equity falsely held 2022 valuations flat despite public market plunges
“If you looked at 2022, the S&P was down 20%. The NASDAQ was down 30%. Let's say private equity lives somewhere between those two worlds. Private equity was flat for the year.”
SOSV was the sole VC backer of BitMEX, rivaling NASDAQ's profitability
“We were the only venture company to have backed them, and then they became profitable very quickly after exiting our program. They were as profitable as NASDAQ was for a couple of years in there.”
Cembalest: Elon Musk's Tesla Pay Is an Outlier Compared to Major Indices
“Last week, I did a post on Tesla, a story in pictures, which was kind of a brutal and cruel assessment of everything you're going on at Tesla, including, by the way, a chart on CEO compensation that shows how much Elon Musk gets paid for a loss-making enterpri…”
Ries: LTSE is a fully regulated national securities exchange, not an ATS
“We are a national securities exchange. We're in the same regulatory category as NYSE or NASDAQ. So this is on an alternative exchange or a venture exchange.”
Biotech underperformed tech and matched the S&P 500 over five years
“It's interesting that if you go look at the biotech industry relative or any of the small cap biotech industries relative to the NASDAQ or relative to the S&P, they've underperformed the NASDAQ, so they've underperformed tech the last four or five years. They'…”