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 4 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

Insight
Moodgal: Business mistakes destroy asset managers, while investment mistakes only hurt them
“You can make an investment mistake, and it will hurt you. You make a business mistake, it will kill you.”
Rahul Moodgal Sep 26, 2024 ▶ 24:43 Rahul Moodgal – Master Fund Raiser Returns (EP.408)
Opinion
Moodgal: Capital raising is currently harder than ever in 26-year career
“The first thing I will tell you is I'm not going to swear, but it is bloody hard. It's harder than I've ever, ever known it to be.”
Rahul Moodgal Sep 26, 2024 ▶ 11:57 Rahul Moodgal – Master Fund Raiser Returns (EP.408)
Disclosure
Moodgal: Parvus manages its portfolio with only nine people
“We're nine people. Everyone sits on the floor. There's no offices. I'm the only one that has an office, but everyone just talks very openly about what we do, how we do it.”
Rahul Moodgal Sep 26, 2024 ▶ 35:37 Rahul Moodgal – Master Fund Raiser Returns (EP.408)
Disclosure
Moodgal: Parvus manages $10B with only 65 clients
“We are ten billion. We have 65 clients, which is not a lot.”
Rahul Moodgal Sep 26, 2024 ▶ 35:00 Rahul Moodgal – Master Fund Raiser Returns (EP.408)
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