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 2 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
Oza: CAVU was blocked from investing in On after Roger Federer joined
“And the other one was probably, we had a deal on the table. It was for a brand called On. And a little bit broader than our spectrum, but we thought it was adjacent to what we're doing. And we had a deal ready to go and founders ready to sign. And that day the…”
CAVU passed on The Ordinary to avoid risking one-third of its fund
“There's a product called The Ordinary. It's a beautiful product. I love the founder. Shame. Rest in peace. Poor guy. He and I bonded. It was our first fund. It was a big check. And he was a high, to be fair, high risk, high reward guy. And I think we got too c…”