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 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
Boucai: Early 2000s long/short hedge funds yielded 10-15% annually amid flat markets
“Broadly speaking, the markets were flat in the 2000. And in the hedge fund business in the longshore, you could make 10, 15% a year. There were sectors that went up when other sectors went down. Correlations were low. Competition was low.”
Robert Bukai Dec 4, 2025 ▶ 7:53 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Assertion Supported
Boucai: Dot-com tech boom drove REITs to steep NAV discounts
“REITs would be trading at a significant discount to NAV because people were selling public real estate stocks to buy the technology stocks. Conversely, those stocks did better when the technology stocks blew up.”
Robert Bukai Dec 4, 2025 ▶ 7:06 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
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