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 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
Lemkin: Thoma Bravo's latest fund is still at negative IRR
“Tomo Bravo is incredible, but their last fund is, is, it's J curve S, but it's still negative IRR.”
Lemkin: Tech M&A surprisingly contracts during valuation downturns
“So M&A, like, you think M&A should pick up in, when things are calmer, but it does, it doesn't happen that way, right? Now, to some extent, there's a little bit of, like, you know, the Tomo Bravos and the Vistas, they have some insulation from this, but even t…”