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

0resolved → 0open claims → 0supported → 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

What-if

Thoma Bravo Would Be Larger Than SAP If It Never Sold Companies

“Now, in hindsight, based on where software has gone, we should have held all the companies. And if we would have done that, we would have been much larger than SAP.”

Orlando Bravo Aug 2, 2021 ▶ 39:34 Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)

Assertion Not checkable as stated

Papa: SAP Invested in Endeca but Refused to Discuss Acquiring It

“One of them was SAP. They were an investor in the company, and I couldn't get their corporate development team to even talk to us.”

Steve Papa Apr 4, 2022 ▶ 23:55 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

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The Ledger

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