Ray's Hot Topics

The End Of The Day With Ray! I Am Back From South Africa! It's Great To Back In The Studio!

April 29, 2026

Today's episode I wanted to share a monologue regarding the industry and why now is the time for action! We must force exploration to the once unimaginable!

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The End Of The Day With Ray! WOW! The Industry Needs To Pay Attention To OTSUKA Corp.

April 17, 2026

Today I introduce the audience to a massive ,Japanese Managed Services & Print Services organization, OTSUKA Corporation. Billions in revenues! Yes, BILLIONS! with very respectable operating profit.

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The End Of The Day With Ray! Kodak FY 2025 - Maybe Kodak Should Sell It's Brand To Cereal Companies

April 13, 2026

Kodak FY 2025 When you look at the company's financial performance both revenues and operational EBITDA. It makes me question why Koday is even in the industrial print business? The print division continues to decline in topline and has a miserably low operational EBITDA. Here's my thinking!

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The End Of The Day With Ray! PEAC Solutions Overtakes GreatAmerica Financial Services! WOW!

April 10, 2026

The Monitor Top Private Independents PEAC Solutions takes number two spot from GreatAmerica Financial Services. Is GreatAmerica distracted by their aspirations to be a national bank?

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The End Of The Day With Ray! KATUN, What The Hell Are You Thinking? Your FY 25 Was Terrible

April 09, 2026

I share thoughts on Katun's FY2025! The numbers I found look terrible! Why is revenue not growing what ares of business are declining and how many Arivia Machines are you selling? Looking at the overall numbers I am thinking not a lot. Why doesn't Katun share their financial information as their peers after all Katun seems to think they are relevant in the MFP space.

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The End Of The Day With Ray! Private Equity & The Roll-Ups Is There A Multiple Contraction?

April 07, 2026

Is The Industry's Private Equity Facing A Permeant Multiple Contraction? I believe yes! I also see another investor in UBEO a firm called CLIFFWATER. Is the debt load too high for the private equity in the roll-ups to exit based on low multiples? I believe yes for most of them.

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Ray's Library

The End Of The Day With Ray! I Am Back From South Africa! It's Great To Back In The Studio!

The End Of The Day With Ray! WOW! The Industry Needs To Pay Attention To OTSUKA Corp.

The End Of The Day With Ray! Kodak FY 2025 - Maybe Kodak Should Sell It's Brand To Cereal Companies

The End Of The Day With Ray! PEAC Solutions Overtakes GreatAmerica Financial Services! WOW!

The End Of The Day With Ray! KATUN, What The Hell Are You Thinking? Your FY 25 Was Terrible

The End Of The Day With Ray! Private Equity & The Roll-Ups Is There A Multiple Contraction?

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