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 5 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
Hunter Walk: Homebrew's 2013 fund ranks in the top one percent
“Like, even if that fund didn't return another dollar, we'd be like a top one percent fund, and fortunately, it's gonna return more dollars.”
Hunter Walk: Midas List inclusion forces confidential disclosures and deal attribution
“Anyone who's on the Midas list no matter what their firm says, they've turned over, you know, information to a third party about their portfolio. And they've decided internally that somebody gets to claim credit for that deal. Whether it's the person who deser…”
Walk: Differentiated new venture managers will eat mediocre firms' lunch
“I think it's a great time to be a differentiated quote unquote new manager, right? They are going to eat the lunch of mediocre firms, you know, slow moving firms.”