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 4 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
Hamed: Taking both operator risk and capital markets risk is a bad investment
“You can't take both operator risk and capital markets risk. That becomes a bad investment idea.”
Hamed: Credit investing has no glory, like shooting penalty kicks
“Being in credit. It's like being a professional free throw shooter. You know, it's like, there's not, there's no glory or professional penalty kicker. Whenever I'm watching a soccer match, everybody loves PKs and I'm looking, I'm like, this reminds me of my jo…”
CoVenture: Targets cash-positive firms with $50M-$150M revenue for hybrid fund
“The perfect business for us does something between fifty and one hundred fifty million dollars of revenues. You know, they're cashflow positive. They do seven, eight figures of EBITDA. They're growing above 10, 15%, probably under 50%.”