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.
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
Jenkins: Private equity co-investments are pro-cyclical and historically underperform
“The historical data on co-investments is, they are pro-cyclical,
And they don't turn out well.”
Jenkins: African public company valuations trade at high single-digit multiples
“High single digit. There's some stuff in the teens, for sure, but that's crazy.”
Trinity Wall Street netted $1.7B selling real estate stake to Norges
“They ultimately put together 11 of their core commercial buildings, and
Put it into a joint venture, sold 48%, 48% stake to Norges and one percent stake to Heinz to come in and manage it on a day to day basis.
And so that produced about 1.7 billion for the por…”