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 1 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 Partly supported
Energy PE funds avoided marking down 2013-2015 vintages despite sector collapse
“Energy private equity is fascinating, because 2013, 14, and 15 vintages of energy private equity funds, when oil prices drop 70%, they've started to rebound a little bit, a huge drop in oil prices, S&P small cap energy down 70 or 80%, peak to trough, 90 plus p…”
Dan Rasmussen Feb 17, 2020 ▶ 22:27 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
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