The End Of The Day With Ray! Imagining, HP’s 4th of July Picnic! And thoughts on Rumors!
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The End Of The Day With Ray! Private Equity & The Roll-Ups Is There A Multiple Contraction?
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.
The End Of The Day With Ray! Thoughts Before You Go Bite The Head Off A Chocolate Bunny!
Oh, HP Inc. No Chocolate Bunny For You!
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