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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

why aren't all 2 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

Muthiah reveals CHOA currently holds a zero allocation to real estate

“If real estate does make it into the portfolio, it's usually Opportunistic. It's usually small, high vacancy development things. Right now we don't have any.”

Muthu Muthiah Sep 18, 2023 ▶ 40:42 Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

Assertion Supported

Muthiah relies on CHOA's 70% equity allocation for long-term inflation protection

“And then on the real asset exposure, given we do have 70% of our assets in equity-like investments, we're comfortable with that serving as protection for long-term inflation.”

Muthu Muthiah Sep 18, 2023 ▶ 40:52 Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)

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The Ledger

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