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 6 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
Australia's Compulsory Superannuation System Is the World's Fourth Largest Savings Pool
“So that's created today the fourth largest savings pool in the world.”
Ross Israel May 21, 2018 ▶ 9:28 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Assertion Supported
QIC Doubled Queensland Motorways Value in Four Years to Fund State Pension
“It had two toll roads when we acquired it, And then we added three other toll roads that the city owned, and we built a network company. And then we sold it four years later for about a two times money multiplier, which was a great deal for the Defined Benefit…”
Ross Israel May 21, 2018 ▶ 15:32 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Assertion Supported
Privatized Australian Airports Are Primarily Owned by Superannuation Funds
“The airport sector, by way of example, which was privatized in the late nineties, early 2000, has really been owned largely institutionally by superannuation funds.”
Ross Israel May 21, 2018 ▶ 41:02 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Assertion Supported
Large Pension Funds Are Internalizing Direct Infrastructure Investments for Yield
“Well, we've seen a, like a large number of very big pension funds go direct. There's an internalization that is occurring. They are attracted to the duration of the assets, the cash, yields that come off that, particularly in this point in the cycle where yiel…”
Ross Israel May 21, 2018 ▶ 45:21 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Assertion Supported
Core Infrastructure Equity IRRs Have Compressed From Mid-Teens to Single Digits
“Let's say when we started mid-teen returns, equity IRRs were sort of possible. That is well and truly drifted south in terms of the core assets. You know, some of the very core assets are single digit IRRs.”
Ross Israel May 21, 2018 ▶ 47:22 Ross Israel - Stable, Predictable Cash Flows (EP.53)
Assertion Supported
Early Macquarie and Babcock & Brown Infrastructure Funds Unwound in Australia
“These funds all unwound in Australia, off the stable that was Macquarie, and then Babcock and Brown as well.”
Ross Israel May 21, 2018 ▶ 7:54 Ross Israel - Stable, Predictable Cash Flows (EP.53)
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