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.

51statements match

12resolved → 0open claims → 9supported → 2contradicted →

why aren't all 51 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

Disclosure

Overlook's largest LP suffered a 60% drawdown before making hundreds of millions

“Well, my largest investor left right before it really hit in June of I replaced him, and then calmly took my new largest investor down by 60%, but then they came back in with additional capital, and, you know, we made them hundreds of millions of dollars after…”

Richard Lawrence Aug 14, 2017 ▶ 21:45 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Disclosure

Overlook Group has held its position in TSMC for roughly 17 years

“We've owned TSMC now for over seven, well, probably 17 years.”

Richard Lawrence Aug 14, 2017 ▶ 24:22 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Disclosure

Overlook visits 400 companies yearly, analyzes 30-40, and buys three to five

“One of them is we visit 400 companies a year. We do analysis on 30 to 40, and we end up buying three or four or five.”

Richard Lawrence Aug 14, 2017 ▶ 31:53 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

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The Ledger

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