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 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
Protégé Partners was the largest day-one investor in John Paulson's subprime fund
“The most obvious one that sticks out was protege was the largest day one investor in John Paulson's subprime fund.”
Ted Seides Dec 18, 2017 ▶ 1:03:19 Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Assertion Supported
Seides: Hedge funds dropped ~24% vs. S&P's 37% decline in 2008
“In 2008, the market, the S&P was down 37%. The hedge funds after Lehman, it was a big difference before and after, but after Lehman had a tough time, but were down, I don't remember the number, maybe it was 24%. This was the group of fund-to-funds.”
Ted Seides May 2, 2017 ▶ 15:36 The Bet with Buffett (Capital Allocators, EP.05)
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