Claims

2,653 claims by 33 public figures and organisations, checked against the public record. Each has its quote, source, verdict and evidence. Read them without a key; browse by person.

549 claims · page 5 of 6

549 claims, sorted by newest said. Choose a claim to read it in full.
VerdictPersonKindSaidClaimTopic
Own records only Jeremy Grantham Factual 2016 Most of GMO's extra performance over 28 years came from ranking asset classes more correctly than not. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 GMO's Benchmark-Free portfolio carries almost 50% equity or equity-like exposure. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 GMO does not expect its strategists or analysts to toe a party line. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Sam Altman Factual Feb 2015 Programs often achieve their fitness function in unpredicted ways, something Altman learned as a student in the Stanford AI lab. Sam Altman · Factual · Feb 2015 AI safety and alignment
Own records only GiveWell Factual 2015 The limited donor growth in 2014 is largely due to many new 2013 donors, particularly those giving under $1,000, not giving again in 2014. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell generally averages Google Analytics and Clicky website traffic data. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell estimates about half of its 2014 expenses supported its traditional top charity work and about half the Open Philanthropy Project. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 Of the 8,970 donors who gave to GiveWell's recommended charities in 2014, GiveWell knows where 3,558 (about 40%) learned of its work. GiveWell · Factual · 2015 Their own work or organisation
Own records only Bill Gates Factual 2015 Bill Gates followed the Ebola outbreak closely using the case analysis tools used to track polio eradication. Bill Gates · Factual · 2015 Biosecurity
Own records only GiveWell Factual 2015 The measured donor retention of about one third may understate true retention because some donors are anonymous or share partial information. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 In 2014 the number of donors giving to GiveWell's recommended charities or GiveWell unrestricted rose 9% to about 9,300. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell believes it tracked the majority of donations it influenced in 2014, though the amount of donations it is uncertain about is larger than in past years. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell guesses about 50% of the $1.9 million in unattributed 2014 donations to AMF were influenced by GiveWell, and did not include this in money moved. GiveWell · Factual · 2015 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Brooks has recently learned JavaScript. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Brooks no longer touches the product directly but takes part in prototyping that he shows to the engineers. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Rethink Robotics does not have all of those disciplines (neurobiology, ethology, psychophysics, sociology) but bases its work on user experience. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Baxter uses some parts of Brooks's earlier research work, but less intensively than research laboratories do. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Many Rethink Robotics factory customers use low-cost 3D printers to print new grippers to replace Baxter's original hands. Rodney Brooks · Factual · 16 Dec 2014 Technology
Own records only Bill Ackman Factual 21 Jul 2014 Ackman told CNBC's Halftime Report that his side had hundreds of hours of internal video and some internal documents given to them by some employees. Bill Ackman · Factual · 21 Jul 2014 Economics and markets
Own records only Satya Nadella Factual 3 Mar 2014 Tami Reller agrees with having a single marketing leader and will support Chris through his transition into his new role. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Own records only Vinod Khosla Factual 14 Jan 2014 To the best of Khosla's knowledge, more than 90% of funding for the Khosla Ventures cleantech portfolio has come from private sources. Vinod Khosla · Factual · 14 Jan 2014 Economics and markets
Own records only Vinod Khosla Factual 14 Jan 2014 Khosla Ventures strongly opposed Range Fuels' decision to take federal loan money. Vinod Khosla · Factual · 14 Jan 2014 Economics and markets
Own records only Vinod Khosla Factual 14 Jan 2014 Khosla Ventures expects 50 percent of its portfolio companies to make money, and its cleantech portfolio is currently profitable. Vinod Khosla · Factual · 14 Jan 2014 Economics and markets
Own records only Sam Altman Factual 2014 Most YC partners independently told Sam Altman that application quality was much higher for this batch. Sam Altman · Factual · 2014 Economics and markets
Own records only Sam Altman Factual 2014 In 2014, Altman said the batch he was describing drew nearly 20% more applications than a year earlier, and that average application quality was strikingly higher than for any previous batch. Sam Altman · Factual · 2014 Economics and markets
Own records only Vinod Khosla Factual 7 Dec 2013 Khosla Ventures considers long tenure at a big company such as Hewlett-Packard or Cisco a negative when hiring. Vinod Khosla · Factual · 7 Dec 2013 Their own work or organisation
Own records only Vinod Khosla Factual 7 Dec 2013 Vinod Khosla has never calculated IRR when making an investment. Vinod Khosla · Factual · 7 Dec 2013 Their own work or organisation
Own records only GiveWell Factual 12 Mar 2013 GiveWell currently collects donation information at the individual level and can follow how donors change their giving over time. GiveWell · Factual · 12 Mar 2013 Their own work or organisation
Own records only GiveWell Factual 12 Mar 2013 The GiveWell figure in the comparison chart includes only giving processed through its website, not all money moved, to match the online-giving data available for the others. GiveWell · Factual · 12 Mar 2013 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2012 In his 1998-1999 survey, over 99% of about 1100 analysts and portfolio managers believed there would be a major bear market, with only 7 voting that the P/E would not go back to 17. Jeremy Grantham · Factual · Apr 2012 Economics and markets
Own records only Jeremy Grantham Factual Apr 2012 Grantham said that his firm's not following the crowd in the late-1990s market, when P/E ratios reached 33 times in early 1999, was uncomfortably beyond the tolerance of about 40% of its clients. Jeremy Grantham · Factual · Apr 2012 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2012 In his 1998-1999 survey of about 1100 equity professionals, every respondent agreed that S&P P/E falling from 28-35 to 17 would guarantee a major bear market. Jeremy Grantham · Factual · Apr 2012 Economics and markets
Own records only Jeremy Grantham Factual Apr 2012 GMO's asset allocation brainstorming team grew from 4 to 25 members over the five years to April 2012. Jeremy Grantham · Factual · Apr 2012 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2012 GMO's allocation process has always depended on Ben Inker's portfolio management skills, particularly sizing and risk control. Jeremy Grantham · Factual · Apr 2012 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2012 GMO could sign no clients to its benchmark-free allocation approach until 2001. Jeremy Grantham · Factual · Apr 2012 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2012 GMO's estimate of standard client patience time has been 3.0 years in normal conditions. Jeremy Grantham · Factual · Apr 2012 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2012 Grantham said he believes that this strategy, like roughly 90% of GMO's long-only strategies relative to their benchmarks, takes considerably less real risk. Jeremy Grantham · Factual · Apr 2012 Their own work or organisation
Own records only Warren Buffett Factual 15 Aug 2011 The tax burdens of the other 20 people in Buffett's office ranged from 33 to 41 percent and averaged 36 percent. Warren Buffett · Factual · 15 Aug 2011 Their own work or organisation
Own records only Bill Ackman Factual 6 Jun 2011 Bill Ackman says his firm makes about 15% of its money from passive ideas. Bill Ackman · Factual · 6 Jun 2011 Their own work or organisation
Own records only Bill Ackman Promise 6 Jun 2011 Bill Ackman says he will send out all the slides from his presentation. Bill Ackman · Promise · 6 Jun 2011 Their own work or organisation
Own records only Jeremy Grantham Prediction Apr 2011 Several GMO colleagues agree with Jim Chanos that China's structural imbalances will cause at least one wheel to come off its economy within the next 12 months. Jeremy Grantham · Prediction · Apr 2011 Economics and markets
Own records only Jeremy Grantham Factual Apr 2011 None of these potential experts came within one billionth of 1% of the actual number, which is approximately 10^57. Jeremy Grantham · Factual · Apr 2011 Economics and markets
Own records only Jeremy Grantham Factual Apr 2011 Grantham's foundation is taking a small position, about one-quarter of its eventual target, in resources in the ground and resource efficiency. Jeremy Grantham · Factual · Apr 2011 Their own work or organisation
Own records only Jeff Bezos Factual 2011 Amazon's key data services store many petabytes of data and handle millions of requests per second. Jeff Bezos · Factual · 2011 Technology
Own records only Jeff Bezos Factual 2011 Amazon applies nearly all the patterns found in current software architecture textbooks. Jeff Bezos · Factual · 2011 Technology
Own records only Jeff Bezos Factual 2011 Many problems Amazon faces have no textbook solutions, so Amazon invents new approaches. Jeff Bezos · Factual · 2011 Technology
Own records only Vinod Khosla Factual 23 Dec 2010 Khosla told his investors when starting the fund that they were non-fiduciary investors and not to count on them being fiduciary. Vinod Khosla · Factual · 23 Dec 2010 Their own work or organisation
Own records only Vinod Khosla Factual 23 Dec 2010 The capital needed for Khosla's clean tech and main tech portfolio companies to reach cash-flow break even, IPO or sale is no different from that of his information technology and telecom investments over 15 years at Kleiner. Vinod Khosla · Factual · 23 Dec 2010 Economics and markets
Own records only Vinod Khosla Prediction 23 Dec 2010 Khosla's lighting companies and air-conditioning companies will each need $50 million to break even. Vinod Khosla · Prediction · 23 Dec 2010 Economics and markets
Own records only Vinod Khosla Factual 23 Dec 2010 Khosla Ventures has plenty of money to invest and probably made more investments in 2010 than in 2009, and more in 2009 than in 2008. Vinod Khosla · Factual · 23 Dec 2010 Their own work or organisation
Own records only Vinod Khosla Factual 23 Dec 2010 Khosla reviewed two dozen algae business plans and found that none works. Vinod Khosla · Factual · 23 Dec 2010 Technology
Own records only Vinod Khosla Factual 29 Sep 2010 Vinod Khosla does not invest in anything that cannot achieve market competitiveness within five years. Vinod Khosla · Factual · 29 Sep 2010 Their own work or organisation
Own records only Warren Buffett Factual 23 Sep 2010 Berkshire's carpet, brick and insulation businesses have recovered less than 61 percent from their lows but are recovering. Warren Buffett · Factual · 23 Sep 2010 Economics and markets
Own records only Jeremy Grantham Factual Jul 2010 In 1985 Grantham's firm was ripped off by its then favorite broker on one of its early program trades. Jeremy Grantham · Factual · Jul 2010 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 The response to Grantham's revelation about resource scarcity and denial was nil, the first time since he started writing. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 GMO's neutral 65% equity position has been pulled back slightly to 62%. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 In March 2009 GMO believed its quality overweight was a winning bet against the market over its seven-year horizon. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 GMO reinvested in March 2009 to be almost neutral in equities and recently took a few chips off the table. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 GMO's best forecast, for the 10 years ending October 2008, had a 1 in 100,000 chance of being just luck. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 GMO has over 70 seven-year forecast estimates since 1994 and every one ranked asset classes better than random. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Jeremy Grantham Factual Oct 2009 In equity accounts GMO kept a massive overweight in quality stocks. Jeremy Grantham · Factual · Oct 2009 Their own work or organisation
Own records only Michael Burry Factual 2008 The Scion Funds' portfolio of credit default swaps on subordinated tranches of subprime mortgage securitizations has been reduced to an insignificant size, with only three contracts remaining. Michael Burry · Factual · 2008 Their own work or organisation
Own records only Michael Burry Factual 2008 Burry said he had recently found opportunity in a handful of severely battered South Korean securities, a Chinese media company and a global internet giant, and that such positions amounted to roughly one-third of the portfolio. Michael Burry · Factual · 2008 Their own work or organisation
Own records only Michael Burry Factual 2008 If the Funds' remaining credit shorts fell to zero value, Scion Qualified Value Fund would lose about 19% of its value and Scion Value Fund about 15%. Michael Burry · Factual · 2008 Their own work or organisation
Own records only Michael Burry Factual 2008 The Scion Funds are roughly one-fifth cash, held largely in foreign currencies. Michael Burry · Factual · 2008 Their own work or organisation
Own records only Michael Burry Prediction 2008 Burry said that, with only three such contracts remaining in force, he did not expect further meaningful impact on the Funds' portfolios from this sort of trade. Michael Burry · Prediction · 2008 Their own work or organisation
Own records only Eliezer Yudkowsky Factual 2008 When he first began thinking about these matters, Yudkowsky expected the largest benefits from Artificial Intelligence yet felt no anxiety about it. Eliezer Yudkowsky · Factual · 2008 Their own work or organisation
Own records only Michael Burry Promise 2008 Scion Capital is closing its dedicated Asian investment funds and returning capital to investors in those funds. Michael Burry · Promise · 2008 Their own work or organisation
Own records only Michael Burry Factual 2008 The Scion Funds established direct commodity exposure through futures contracts during a recent commodity price pullback. Michael Burry · Factual · 2008 Their own work or organisation
Own records only Vinod Khosla Factual 28 Sep 2007 Khosla invests in all energy approaches he thinks might be viable. Vinod Khosla · Factual · 28 Sep 2007 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2007 Grantham says GMO has not found any case where excellent fundamentals and generous cheap liquidity coexisted without producing a bubble. Jeremy Grantham · Factual · Apr 2007 Their own work or organisation
Own records only Jeremy Grantham Factual Apr 2007 As of April 2007, Grantham personally holds a short position in copper. Jeremy Grantham · Factual · Apr 2007 Their own work or organisation
Own records only Warren Buffett Factual 2007 Buffett said 35 university classes would come to Omaha for sessions with him in the 2006-2007 school year, and that he takes almost all visiting students, in aggregate more than 2,000, to lunch at Gorat's. Warren Buffett · Factual · 2007 Their own work or organisation
Own records only Warren Buffett Promise 2007 Any shareholder coming from outside the U.S. or Canada will be given a special credential and instructions for attending the reception. Warren Buffett · Promise · 2007 Their own work or organisation
Own records only Warren Buffett Factual 2007 After reviewing the facts in the spring of 2006, Buffett and Ajit concluded that Equitas was likely to survive. Warren Buffett · Factual · 2007 Their own work or organisation
Own records only Warren Buffett Factual 2007 Taxes had nothing to do with Buffett's decision to give away his Berkshire shares or its timing. Warren Buffett · Factual · 2007 Their own work or organisation
Own records only Warren Buffett Factual 2007 Berkshire issues no incentive payoffs to CEOs that are unrelated to the business performance they control. Warren Buffett · Factual · 2007 Economics and markets
Own records only Warren Buffett Factual 2007 Berkshire has three outstanding candidates to replace Buffett as CEO, as he has previously told shareholders. Warren Buffett · Factual · 2007 Their own work or organisation
Own records only Michael Burry Factual Nov 2006 The Scion funds do not participate in the cash residential mortgage-backed securities market. Michael Burry · Factual · Nov 2006 Their own work or organisation
Own records only Michael Burry Factual Nov 2006 Variation in side pocket value comes from the Livedoor position being held in Japanese yen while the fund reports in dollars. Michael Burry · Factual · Nov 2006 Their own work or organisation
Own records only Michael Burry Factual Nov 2006 On a notional basis, 41.6% of Scion's mortgage shorts are on BBB- tranches and 49.8% on BBB tranches. Michael Burry · Factual · Nov 2006 Their own work or organisation
Own records only Michael Burry Factual Nov 2006 The Livedoor, Blue Ocean Re and Symetra side pockets are all carried at cost. Michael Burry · Factual · Nov 2006 Their own work or organisation
Own records only Michael Burry Factual 5 Oct 2006 During March–September 2005, Burry found most mortgage pools and their subordinate tranches totally unworthy as short candidates. Michael Burry · Factual · 5 Oct 2006 Economics and markets
Own records only Michael Burry Factual 5 Oct 2006 Through September 2006 the Scion portfolio was down for the year, and its performance was solely due to its credit default swap positions. Michael Burry · Factual · 5 Oct 2006 Their own work or organisation
Own records only Michael Burry Factual 5 Oct 2006 Burry attempts, within reason, to keep the Scion Value Fund and Scion Qualified Value Fund pari passu in portfolio composition. Michael Burry · Factual · 5 Oct 2006 Their own work or organisation
Own records only Michael Burry Factual Oct 2006 At the end of October 2006, single name corporate CDS were 3.27% of assets under management in the Scion Value Fund and 3.55% in the Scion Qualified Value Fund. Michael Burry · Factual · Oct 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 Burry stated that Scion Capital negotiated very favorable ISDA agreements with all eight of its credit derivatives counterparties. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 The Scion funds carry credit default swaps on subprime mortgage-backed securities with $1.687 billion in notional value. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 Burry spends nearly all his time on stocks and other long-oriented analysis rather than shorts. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Michael Burry Prediction 2006 Burry expected that, in the worst case, his fund's mortgage short would fully amortize to nil value over the next three years, at an average annual cost of carry of roughly six percent of current assets under management. Michael Burry · Prediction · 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 The Funds held quite a bit of cash in 2006, something that last occurred in the 2001-2002 era. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 The Scion Funds have roughly a 12% allocation in Asia, lower than in the past. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 Burry never expected Scion's mortgage short to pay off within one year. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Michael Burry Factual 2006 The Scion Funds hold roughly $2 million in put options focused on the Russell 2000 Index. Michael Burry · Factual · 2006 Their own work or organisation
Own records only Jim Cramer Factual 16 Dec 2005 For twenty years of his career Cramer worked only with people who were incredibly rich. Jim Cramer · Factual · 16 Dec 2005 Their own work or organisation
Own records only Ray Kurzweil Prediction Oct 2005 Kurzweil said he believes the future will evolve in a positive way as humanity remains diligent. Ray Kurzweil · Prediction · Oct 2005 Philosophy, ethics and society
Own records only Demis Hassabis Factual 2004 The Elixir team has spent just over two years working full time on Evil Genius. Demis Hassabis · Factual · 2004 Other
Own records only Demis Hassabis Factual 2004 Hassabis acts as a sounding board on difficult design decisions for Evil Genius and safeguards its original vision. Demis Hassabis · Factual · 2004 Other
Own records only Michael Burry Factual 2004 Since earlier in 2004, the Scion Funds have held long equity and distressed debt investments, domestic and foreign, positioned to benefit from higher oil prices. Michael Burry · Factual · 2004 Their own work or organisation
Own records only Ray Kurzweil Factual 12 Dec 2002 Kurzweil developed mathematical models of technology trends because as an inventor he realized an invention must make sense when the technology is finished, three or four years later. Ray Kurzweil · Factual · 12 Dec 2002 Their own work or organisation
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Jeremy Grantham

Open its page

Factual Their own work or organisation

“Most of our extra performance, however, came from ranking the different asset classes more correctly than not.”

Jeremy Grantham, writing for GMO 2016 3Q 2016 GMO Quarterly Letter: Not With A Bang But A Whimper (GMO via WealthTrack)

Most of GMO's extra performance over 28 years came from ranking asset classes more correctly than not.

Own records only Only the person's or their organisation's own records speak to it, so it is not scored.

Said for an organisation they lead or work for; it counts on both records.

Reasoning

Performance attribution is internal to GMO.

Cite this claim

Jeremy Grantham, “Most of GMO's extra performance over 28 years came from ranking asset classes more correctly than not.” (said 2016). Verdict: own records only. Reliability API, claim c_51663d0dfa39, method 0.1.0+28da144b. https://epistacklabs.com/claims/c_51663d0dfa39

Verdicts are made automatically; how verdicts and scores are made. The same data is on Hugging Face under CC BY 4.0.