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 9 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
Pujji: McKinsey makes over $1B from PE consulting at 55% EBITDA margins
“McKinsey has an over billion dollar business just for private equity firms. It's got 55% EBITDA margins.”
Pujji: Red Ventures built a $75M EBITDA business selling DirecTV subscriptions
“And in four years, they built a seventy-five million dollar EBITDA business just selling DirecTV subscriptions because they would run the media, take the phone calls, and all these things that are commonplace today where like what you do on your website gets c…”
Pujji: Red Ventures acquired Bankrate and tripled its EBITDA in two years
“He went and bought Bankrate, which is a billion dollar publicly traded company for a hundred and EBITDA. It owns the points guy. It owns creditcards.com. It owns. And in less than two years, they tripled the EBITDA of the business.”
Pujji: Red Ventures has never raised a dollar of primary capital
“They've never raised a dollar of primary capital. So they're, in my opinion, they're a bootstrap giant, right? They've taken secondary, but they've never raised primary.”
Pujji: Accordion generates $300M revenue and $100M EBITDA in PE consulting
“And there's businesses like Accordion, the cool example, Three hundred million revenue, a hundred million EBITDA. It's only a 12 year old company. They do the same exact business for office of the CFO.”
Pujji: Eight expert network firms generate high 8-figure to 9-figure EBITDA
“And by the way, there's eight of them that all have, like, high eight or low nine figures in EBITDA, to be clear. There's GuidePoint Global. There's alpha sites. The whole category has just crushed.”
Pujji: Aux Insights will do $5M in revenue this year
“It's like five million. It'll do five million this year.”
Pujji: Bloomberg generates $5B to $10B in annual EBITDA
“The thing makes like five, ten billion a year in EBITDA.”
Pujji: Zuckerberg outlined Facebook's expansion roadmap in a 2005 phone call
“To his credit, he outlines the entire strategy that Facebook has executed. He goes, first we're going to go to high schools, then we're going to go to workplaces, then we're going to go into pods, then we're going to like, he had the whole strategy. This is in…”