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 3 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
Ou: Top-quartile sub-$1B buyout funds outperform top-quartile mega-funds
“The medium return of funds, let's say it's sub one billion is quite similar to the medium returns of funds, five billion above observable from the industry data, but the top 10, 20% performers in the sub one billion category generates meaningfully higher retur…”
Bruce Ou Oct 30, 2023 ▶ 13:59 Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Assertion Supported
Ou: GroveStreet Has Managed $10B Across 43 SMAs and 14 Clients
“14 is the number of clients that we have had since inception. 14 great, elite clients. For them, we have built 43 separately managed accounts. So you can do the math, lots of repeat customers. And in total, the clients have committed about ten billion dollars …”
Bruce Ou Oct 30, 2023 ▶ 11:28 Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Assertion Supported
Ou: Klaviyo consumed less than $20M in venture capital over its lifespan
“Clavio has consumed in total less than twenty million of venture capital in its life.”
Bruce Ou Oct 30, 2023 ▶ 49:47 Bruce Ou – Private Market Investing at GroveStreet (EP.347)
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