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 Contradicted
Research shows 90% of alternative asset managers generate no excess return
“And if you look at the research, I think it's something like 90% of the managers in alternatives don't create any excess return. Not a fee and carry.”
Ian Charles Dec 6, 2021 ▶ 1:07:48 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Assertion Contradicted
Charles: 80% of Recent Sports Team Buyers Come from Tech or Private Markets
“If you look at the people who have purchased control of North American sports teams over the last decade, 80% of them come from tech or private markets.”
Ian Charles Feb 10, 2025 ▶ 49:42 Ian Charles - Private Equity's New Rules (EP.431)
Assertion Contradicted
Some sports leagues mandate institutional funds have 10 years of remaining term
“So some of the leagues require that a fund have at least 10 years left in its term to be considered for approval.”
Ian Charles Dec 6, 2021 ▶ 54:36 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
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