Pro_Forma

Recent Comments

  1. 1

    @ Diablo Putting on my conspiracy hat, I'd say this kind of rhetoric has nothing to do with alleviating LP concerns and everything to do with coercing potential targets into doing deals at lower multiples.

  2. 2
    Posted 2008-05-22 21:28:53 on Write-Offs: 05.22.08

    Probably near an oil rig.

  3. 3
    Posted 2008-05-19 13:38:15 on PIK Toggles And The Credit Crisis.

    I'm skeptical as to the actual magnitude of any cash impact on the holders of the PIK notes. Certainly the toggle represents a negative signal as to the quality of the credit - but it's not like these were 5 year straight line ammort notes to begin with (most that had any required paydowns were on the order of 1% per year), so the actual impact of reduced cash flow seems overstated.

  4. 4
    Posted 2008-05-15 15:51:02 on Older Guy Declares War On Millennials

    All this "back in my day" ranting is ridiculous. As it was pointed out way up this page, every generation has its groups of jackasses, its diligent workers, and everything in between. Sweeping generalizations based on an N of 1 (i.e., the fairy kid) just make you sound senile.

  5. 5

    Wow - actually a lot more entertaining and well done than I expected.

  6. 6
    Posted 2008-05-07 17:17:11 on Protestors Foul Up Evening Commute

    "Stupid fucks" are people who protest things they don't understand (e.g., the protesters at Bear). These people are protesting based on their own beliefs and principals - so the only stupid fucks here would be folks like 5:12pm that are so quick to judge. Heard Sharpton got arrested, which brought a smile to my face.

  7. 7

    It's like reading a dumbed down version of EP's stuff.

  8. 8

    People have expected immense growth from Brazil for years, and it has continued to disappoint. Of the BRIC country group, Brazil along with Russia will grow from their own raw material supplies. The bulk of higher value, service-driven growth will come from India and China. Don't see any scenario where Brazil's GDP surpasses that of the U.S. during our lifetime, though I'd expect to see it from China in the next 30 years or so.

  9. 9

    Trust me, the loan rates are pretty ridiculous. If you want the best of both "evil" worlds (PE and payday lending), take a look at Golden Gate.

  10. 10
    Posted 2008-04-30 18:15:36 on CNN Has Finally Jumped The Shark

    My personal favorite was "40-lb chunk of metal hits driver in face". How pissed would that guy be if he ever came across someone wearing that shirt?

  11. 11
    Posted 2008-04-30 12:09:58 on Expensive Conventional Wisdom
  12. 12

    Someone should give this ball bearing and WWII enthusiast / strategist his own column. I really like his style.

  13. 13
    Posted 2008-04-29 19:53:19 on Crude Facts: A DealBreaker Thought Exercise

    A halt in adding to the reserve should make some difference, albeit a very minute and lagged one. Effectively the SPR would be diverting (or selling off) those 128k barrels of oil per day. It wouldn't be long of course before producers make minor tweaks to reign in supply.

  14. 14
    Posted 2008-04-29 13:08:23 on Someone Is Gunning For Circuit-Buster

    Agree with EP. The synergy value will most likely come from discontinueing a large chunk of the stores for both chains. Should be plenty of excess OH on each side at the corporate level as well, and at least a few redundant assets (e.g., distribution centers). End of the day, you're still just tying together a couple of rocks in hope that the combination will float.

  15. 15
    Posted 2008-04-28 17:58:56 on Worth It For The Burrito?

    THE University of Minnesota? Think I've heard enough already.

  16. 16

    Some sort of pregnant emoticon would have been nice.

  17. 17

    EP uses a Mac? A part of me just died inside. Any other emo / hipster qualities you care to share with us? Do you drink fair trade coffee as well?

  18. 18
    Posted 2008-04-22 13:26:27 on Capitalist Quiz

    The beauty of government pork is that it's one thing both Dems and Reps in Congress can wholehearty agree on. Let's face it, pork doesn't exactly hurt one's chances at reelection.