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 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
Teskey: Waiting for absolute certainty in deals guarantees zero completed transactions
“There's no absolute certainties in this business. So when something feels 90% right, you do that transaction or you do that deal. And the most important thing is you do 10 of them. And you're going to be right nine times out of 10. And that's really, really go…”
Teskey: Data center investors now fund chips, power, and supply chains
“There's more data centers being built. The data centers that are being built are bigger than the ones that used to get built. And then the third thing is where historically the investor would fund the rack and the shell. Increasingly now that investor is fundi…”
Teskey: Excel models create false precision that cannot replace judgment
“There's almost a false degree of precision in, in today's world of Excel. The reality is so many times you just have to overlay good judgment and you have to recognize there are certain things outside of your control that, You know, your Excel model will seem …”
Teskey: Hard work is perceived more through availability than spreadsheet modeling
“Comment or dynamic that I think is sometimes underappreciated is just being available for other people on the team. And there's always people, both, both junior and senior to you that have questions, want to bounce an idea off you want career advice, deal spec…”
Teskey: Operators that master health and safety perform best long-term
“People that get health and safety right tend to be the best operators long-term.”
Teskey: Markets consistently undervalue liquidity right when investors need it most
“We are huge believers that you, liquidity is almost consistently undervalued.
liquidity is this funny thing, which is, it's every time it's overvalued when you don't need it, and it's incredibly undervalued when you do need it.”