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

2resolved → 0open claims → 2supported → 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

Assertion Supported

Sack: Middle-market private equity has never acquired businesses primarily with debt

“Private equity firms acquire businesses mostly using debt. Show me one of those. I would love some of that. That's never been the way it is in middle market private equity. Certainly not the way it is now.”

Aaron Sack Apr 27, 2023 ▶ 23:11 Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)

Assertion Supported

Sack: 30% of Morgan Stanley Capital Partners Senior Team Focuses on Operations

“So now 30% of our senior team is purely operations focused.”

Aaron Sack Apr 27, 2023 ▶ 17:28 Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)

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The Ledger

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