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 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

Assertion Partly supported
Boehly: Freescale buyout introduced covenant-lite debt at seven times leverage
“I remember seeing Freescale get bought out, and that was a big acquisition that was done with a lot of debt, and that was the first time Covenant Lite debt started really creeping into the market. And I think the free scale debt was LIBOR plus two 25, and it w…”
Todd Boehly Nov 22, 2021 ▶ 14:59 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
Assertion Supported
Boehly: Eldridge launched by acquiring media and real estate assets from Guggenheim
“But that gave me the opportunity to acquire the media assets, to acquire the real estate businesses, all the stuff that I had been building at Guggenheim that was in its infancy, frankly, because that was not what they wanted and I understood it.”
Todd Boehly Nov 22, 2021 ▶ 19:16 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
Assertion Supported
Boehly: Eldridge tested Replay Technologies at Dodger Stadium before Intel sale
“The very first tech investment we made was something called replay technologies. And replay technologies, it's, if you watch home plate, or if you watch the basketball, or if you watch now football, and they give you 360 degree views, that was a technology tha…”
Todd Boehly Nov 22, 2021 ▶ 32:20 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
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