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 4 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
Trigg: WCM's First Private Investment Was Anduril at an $8B Valuation
“Our first investment was in Andrel at an eight billion dollar valuation. We were also the first crossover fund to invest in Andrel.”
Mike Trigg Oct 27, 2025 ▶ 45:11 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Assertion Supported
Trigg: WCM's AUM dropped from $4B to under $1B by 2010
“By the time 2010 came, we had gone from four billion when I started to a little under a billion dollars in assets.”
Mike Trigg Nov 2, 2020 ▶ 18:46 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Assertion Supported
Trigg: WCM International Outperformed by 900 Bps Annually for Six Years
“I think we outperformed by 900 basis points annually in the first six years of the product, and it still took us that long to get to a hundred million dollars.”
Mike Trigg Nov 2, 2020 ▶ 21:19 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Assertion Partly supported
Trigg: Clinical trials and pharma manufacturing are well under 50% outsourced
“Even in some of the other industries that we're involved in today, things like outsource clinical trials or outsource pharma manufacturing, you're looking still at well under 50% of those markets being outsourced.”
Mike Trigg Nov 2, 2020 ▶ 25:14 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
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