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Is Mega Dealer Welfare the Way Forward?
Here are my thoughts as Ares Capital sits at the intersection between dreams and reality
The first direction, which should be immediately recognized as the wrong direction, is the one continuing in the same direction.
The second direction to avoid is turning towards fixing the problems by throwing in more money.
The third choice is to remain stopped at the intersection and do nothing. Of course, sooner or later, a tow truck will be called to haul your inoperable vehicle to the junkyard.
The right direction is turning towards the liquidating of Visual Edge IT by its pieces. Ares Capital should take a new journey that has a clearly defined destination.
Konica Minolta and the End of the FORZA Fantasy
I witness newcomers attempting to become the print industry’s new ERP, the promoter of an e-commerce site that lacks the realities of e-commerce or those still attempting to reinvent the latest managed Print Services Software, not to mention all the new AI experts.
I can’t help but scream, “LEARN FROM FAILED FORZA!”
But The Facade Looks So Great!
Investments held by BDC lenders can be financially non-performing for what seems like an eternity. When one digs into Ares Capital's 10Qs and 10Ks as these documents relate to Visual Edge IT, one will discover that Visual Edged IT has been financially non-performing since 2020.
St Patrick's Day! The Leprechauns Are Looking For Friends!
Maps Drawn Without Accountability To The Landscape Are Worthless!
