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.

clear all ✕

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

Disclosure
Kozinsky: Enduring Ventures is designed around a 20-to-40-year horizon
“The next thing we do, let's reverse engineer. What is the last business we would ever want to work on? Right? Like, What is something that we would want to work on for the next 2030 or 40 years, which is really different from our startup experience”
Sieva Kozinsky Sep 1, 2022 ▶ 21:11 Building a Mini Berkshire Hathaway
Disclosure
Kozinsky: Enduring Ventures will wait 3-6 months before aggressively deploying capital
“Xavier and I, you know, relative to maybe a year ago, we're still investing. We're still looking at opportunities, but we're happy to be patient for another three to six months to see where kind of the world lands, where everything resets and then pick up the …”
Sieva Kozinsky Sep 1, 2022 ▶ 43:02 Building a Mini Berkshire Hathaway
Disclosure
Kozinsky: Enduring Ventures evaluated a Midwestern scaffolding firm at 4x EBITDA
“And the one we looked at in, in in the Midwest was doing about Four million of EBITDA. We could have bought it at, what was it Xavier? Maybe four times EBITDA at the time?”
Sieva Kozinsky Sep 1, 2022 ▶ 1:01:43 Building a Mini Berkshire Hathaway
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