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 5 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

Prediction Held up
Khajuria: Private markets will reach $20 trillion or more in a decade
“The 12 trillion dollar industry is bigger than the GDP of most nations. And I think it's headed to grow further in the next decade, perhaps to 20 trillion or more.”
Sachin Khajuria Aug 7, 2023 ▶ 7:27 Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
Prediction Held up
Khajuria: Private markets are on track to hit $20T within a decade
“And then equally, if you look at the size and scale of this industry, 12 odd trillion on its way to 20 trillion across private markets in the next decade, this is an important part of the economy, period.”
Sachin Khajuria Dec 5, 2022 ▶ 23:46 Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Prediction Held up
Khajuria: Private equity minimum investments are dropping to $10,000
“There are 50,000 dollar tickets. There are 20,000 dollar tickets. There are 10,000 dollar tickets coming out. And it's not fully available to retail, but it's coming.”
Sachin Khajuria Dec 5, 2022 ▶ 26:39 Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Assertion Supported
Khajuria: Many buyouts are being completed with little to no leverage
“And a lot of buyouts these days, as we found in the financial crisis, are being done with less leverage or in some cases no leverage.”
Sachin Khajuria Dec 5, 2022 ▶ 47:05 Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Assertion Supported
Khajuria: Institutional LPs Increasingly Co-Invest and Lead Deals Directly
“The industry has changed from institutional investors going into funds with perhaps less involvement to now co-investing alongside funds at more attractive terms. To some very large institutional investors having their own invest direct investment teams, often…”
Sachin Khajuria Aug 7, 2023 ▶ 45:14 Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
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