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
Private equity deal pricing is rising sharply from already high levels
“We're seeing pricing going up quite a bit from already high levels, and I think some of that is a function of Okay, here we go back to hopefully a normal environment. Some of that is interest rates and leverage capability, and some of that is just, okay, now I…”
Chuck Davis Aug 9, 2021 ▶ 30:38 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Assertion Supported
Stone Point Capital's first asset manager investment backed Todd Combs
“Stone Point's first investment in an asset manager was backing Todd Combs, who's now at Berkshire Hathaway.”
Manny Citron Jun 18, 2020 ▶ 8:17 Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
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