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 7 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
Jason Lemkin: Median VC returns trail the NASDAQ and fail to double
“The median returns of venture are not as good as NASDAQ. The average VC doesn't even double their investors' money and it takes 15 years.”
Lemkin: Most VC firms underperform the NASDAQ
“It is a brutal, terrible industry where if you actually saw the numbers, most VC firms underperformed NASDAQ.”
Murray: PLG software stocks have outperformed the NASDAQ index since 2012
“On the left you can just see the number of PLG IPOs since 2012. It's been hockey sticking. Similarly the performance of these stocks Relative to NASDAQ index or just general tech stocks, PLG seems to see some outperformance.”
Deeter: WCLD was the top-performing NASDAQ ETF across all industries in 2020
“This basket propelled WCLD to be the top performing ETF on NASDAQ across all industries. In 2020 and the number two tech ETF in the entire US within tech.”
Deeter: Bessemer Cloud Index gained over 12x in a decade
“In total over the last decade, the index is up over 12 x, meaning literally if you invested a thousand dollars in this index, put it in a drawer, And pop back present day, you, you'd have 12,000 dollars.”