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
Core Infrastructure Equity IRRs Have Compressed From Mid-Teens to Single Digits
“Let's say when we started mid-teen returns, equity IRRs were sort of possible. That is well and truly drifted south in terms of the core assets. You know, some of the very core assets are single digit IRRs.”
Ross Israel May 21, 2018 ▶ 47:22 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Assertion Supported
QIC Doubled Queensland Motorways Value in Four Years to Fund State Pension
“It had two toll roads when we acquired it, And then we added three other toll roads that the city owned, and we built a network company. And then we sold it four years later for about a two times money multiplier, which was a great deal for the Defined Benefit…”
Ross Israel May 21, 2018 ▶ 15:32 Ross Israel - Stable, Predictable Cash Flows (EP.53)
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