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.
why aren't all 3 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
Franklin: Stop pretending private equity funds actually have ten-year lives
“Frankly, very few private equity funds actually have a tenure life, as we all know, so let's stop pretending that's the case”
Franklin: Inherited a Cambridge portfolio unusually overweight in public equities
“The previous investment team had left. There was a need to substantially rebuild the investment management function. The portfolio was also, it actually done very well. But was much more heavily invested in public equities than what I was used to, or what I wo…”