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...“More broadly, there is an unpersuasive talking point that fewer competitors is better for competition and I think we always need to assess that claim very sceptically,” said Chopra....
...A dozen former partners, including ex-chief executives Brad Preber, Ed Nusbaum and Mike McGuire, have formed a group to “act as a point of contact” with the firm, according to an email it sent to retirees...
...The sector “has a great track record of organic growth, maybe two down years in 30 years, and the down years are hardly down”, said Blake Kleinman, partner at H&F....
...I think it’s very good value, even though credit spreads are near their 52-week tights, around 330-340 basis points over Treasuries....
...The owners and managers of the True Confidence, who purchased the vessel just days ago from US private equity group Oaktree Capital, gave details of the deaths and injuries in a statement on Thursday....
...The historical return on capital on some of them is not great, so that will bear some looking into. And yes, sceptics, I still think Meta looks reasonably priced after its big year....
...Here’s a telling Barclays chart from a great post Alex wrote last week on the ∾ cough ∾ curiously divergent marking of some BDC loans....
...“Firms desperately need capital to transform the business,” he said....
...Neumann has held conversations with some of WeWork’s creditors, a group that includes King Street Capital, Brigade Capital and BlackRock, but it has been unclear if any are willing to go along with his plans...
...In a further sign of support, the Chinese capital has started road-testing unmanned police patrol vehicles....
...“The flipside of the antitrust or regulatory lens, from a payments network point of view with Visa and Mastercard, this is probably positive for competition.”...
...“We’ve yet to invent a great technology without going through a hype cycle,” Albert Wenger, managing partner at Union Square Ventures, tells me....
...Robert ArmstrongGood point. Well, how about you, Ethan? What’s your long or your short? Ethan WuWell, Rob, I’m just back from a trip to Taiwan. You know, it’s great being there....
...And if that costs the US taxpayers a few more basis points in borrowing costs, that seems clearly worth it?...
...“Our second fund has been easier because we didn’t have to explain the strategy as we could point to actual companies,” Caio added....
...But users, market share, revenues and cash flows probably miss the point. TMTG shareholders may be just superfans wishing to soak up the Trump stardust....
...You could argue that Amazon and (particularly) Tesla look bubbly on a P/E basis (at 41 and 59, respectively), but that is a different point. And we are not quite done yet....
...By her calculations, direct lenders were charging roughly 2.5 percentage points more than banks. A year ago, that figure was a full percentage point lower....
...be at its inflection point....
...This is a great time for private credit. This is not a quarter that’s a great time for private credit, this is a secular change....
...“You cannot get back to the capital markets without fixing your default. So we believe the path back to the capital markets for Venezuela is a restructuring.”...
...And so my basic guess is that she’ll do what he tells her to do because the reward on the other side of the election is so great that there’s no point in alienating him....
...VinFast and the Tamil Nadu government signed the memorandum of understanding at an investors’ conference at the weekend in the state capital Chennai....
...But in shorter term forecasting, AI and machine learning systems are showing great promise....
...As he departs, the school’s allocation to private equity including venture capital has crept up to 40 per cent. That is above Princeton’s 30 per cent target....
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