analysis

  • analysis, Private Equity

    Private Equity’s Access To Better Debt

    The other day we pointed to a primer on private equity that ran in the New York Sun. Almost in passing, that article noted that a private equity firm had recently “concluded a deal in which there were no covenants.” This is something that deserves more attention than it gets, in part because easier access […]

    / Dec 7, 2006 at 10:03 AM
  • analysis

    Forget Black Friday. How About Gold Friday?

    Looks like that Peter Brimelow column we linked to this morning was dead on. Gold up. Dollar down. And with that, the DealBreakers are just about DFD. Write-offs up next. Gold prices climbed 1.4 percent on Friday on a weaker dollar, with the absence of U.S. players making the market choppy, dealers said. Platinum also […]

    / Nov 24, 2006 at 12:17 PM
  • analysis

    Act Now! Supplies of Stock Running Out!

    Daniel Gross at Slate writes: This year is shaping up to be a record for both leveraged buyouts and stock buybacks. According to Thomson Financial, buyouts worth $334.5 billion have been announced or completed so far this year, up from $115 billion for all of last year. According to Standard & Poor’s, members of the […]

    / Nov 21, 2006 at 4:30 PM
  • analysis, business wisdom

    Unwriting The Rewritten Rules For Buyouts

    We kinda love Andrew Ross Sorkin (pictured left with DealBreaker’s John Carney and CNBC’s Charlie Gasparino at the DealBreaker launch party, as photographed by Gawker’s Nikola). We literally wake up with him every morning, frantically composing an aggregation of his aggregation of business news over at DealBook. He’s a nice guy and seems to be […]

    / Nov 20, 2006 at 3:06 PM
  • analysis, business school, Harvard Business School

    HBS Grads Flock To Wall Street, Ruin Market

    Okay. Fine. That’s probably not the way the Harvard Business School market signaling metric described below works at all. But we still kind of like the idea of too many HBS graduates getting a little to aggressive with those pitchbooks and tanking the market. Everyone has his own method of timing the market. When Joseph […]

    / Nov 9, 2006 at 11:01 AM
  • analysis

    Dow 13,000? Not So Fast

    Kevin Duffy of Bearing Asset Management has a column on Lew Rockwell’s site laying out lots and lots of example of, uhm, irrational exuberance about the market. It’s not so much the optimism that’s making him nervous but about the ubiquity of the optimism. Never confuse a stampeding herd with the facts. Only in a […]

    / Nov 6, 2006 at 12:39 PM
  • analysis

    So Long, Sell-Side?

    A few years ago, when we were younger and stupider, we predicted the death of sell-side analysis (citing RegFD, access to data, etc) half-joking suggesting that it would be reclassified as “marketing”. And then sell-side analysis stubbornly refused to die, much to our disappointment. But Paul Kedrosky suggests that the end is near and Lehman’s […]

    / May 5, 2006 at 12:39 PM
  • analysis

    DealBreaker Financial Tools™

    In keeping with our continuing coverage of the “New, New Economy” we have begun collecting a series of mergers and acquisitions analysis and valuation tools. Cumulatively, we expect these will give the modern investment banker a goodly number of financial arrows in her quiver. On Tuesday, we formalized the Idov Multiple. Today we bring you […]

    / Apr 27, 2006 at 11:05 AM
  • analysis

    The Hipster Retail Index

    CNBC, for lack of Morning Call programming, is currently showing a documentary about everyone’s favorite big box punching bag titled “The Age of Wal-Mart.” As far as we’re concerned, Target is Wal-Mart with better branding and packaging, but you’ll never see an “Age of Target” documentary. Our theory is that anti-Wal-Mart sentiment has more to […]

    / Apr 14, 2006 at 9:43 AM
  • analysis

    NYC at 7.5% over 380 Years…

    ThinkBlog demonstates the importance of compound interest by calculating whether Peter Minuit got a good deal on the island of Manhattan in 1626. Their explanation and handy charticle: To understand the magic of compound interest, in 1626, Dutchman Peter Minuit purchased the entire island of Manhattan for $24 from the Wappinger Indians… Compound interest has […]

    / Apr 11, 2006 at 12:21 PM
  • analysis, Google

    Yahoo! Finance: 2; Google Finance: 0

    Equity Private, still on the Yahoo vs. Google beat, notes (while keeping tabs on KKR’s IRR on the Sealy boyout) that Google Finance doesn’t yet recognize the Sealy ticker. Someone’s asleep (ZZ) at the wheel.

    / Apr 7, 2006 at 1:37 PM
  • analysis

    Flogz vs. StockDigg

    Nothing says Silicon Alley-is-back like the proliferation of me-too products that no one uses. Case in point: StockDigg and Flogz. (And nothing says 1998-is-here-again like the proliferation of nonsensical business names that end in “z” rather than “s”.) Digg.com, for those of you who are more Web 0.5 than Web 2.0, is a website that […]

    / Mar 30, 2006 at 9:02 AM

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