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.

52statements match

9resolved → 0open claims → 5supported → 3contradicted →

why aren't all 52 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

Citrone Personally Funded Discovery Capital to Support Organization During Asset Contraction

“I had to take a lot of money out of my own pocket to support the organization for the last couple of years, but I'm glad I've done it.”

Rob Citrone Jul 11, 2022 ▶ 42:40 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

Assertion Supported

Citrone: Discovery Made Back All Investor Losses and More Within Two Years

“Instead of closing down, I think we distinguished ourselves by sticking with our investors. We made their money all back. And more in less than a two year period.”

Rob Citrone Jul 11, 2022 ▶ 43:13 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

Assertion Supported

Citrone: 1990s Restructured Latin American Debt Yielded 25% in Dollars

“At the time, they were restructuring a lot of the Latin American debt and the Brady bonds, and we got involved in buying some of this debt, and the yields were 25% in dollars.”

Rob Citrone Jul 11, 2022 ▶ 6:54 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

Disclosure

Discovery Shorted Developed Sovereign Debt but Covered Too Early

“In fact, they were generally good shorts, and we were short most of them. Unfortunately, we covered a little bit too early.”

Rob Citrone Jul 11, 2022 ▶ 30:05 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

The Ledger

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