The End Of The Day With Ray! Some Lessons For Consultants Giving Fireside Chats.
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The End Of The Day With Ray! Ares Capital 2nd Qtr 10Q, Is Ares Done Burning $$$$ On Visual Edge IT?
The 2nd qtr 10 Q showing a zero revolving. It seems as Ares Capital has turned off the money spigot. It also appears as Ares Capital converted a unrealised loss from 1st qtr to a new PIK loan on the 2nd qtr 10Q. I share my thoughts on that. As well I share my thinking regarding a possible strategy in the dismantling of Visual Edge IT.
The End Of The Day With Ray! Rambling On, Porch Private Equity Loaded With Zombies! $348.5 Billion!
As I share thoughts from the porch this morning think about the reality of the private equity investments in the print industry. With the help from Artificial intelligence financial reporting will go to a another level. As investors consider the investments in technology whether it's technology of the future, technology of the present or as in the case of our industry technologies of the past. The level of scrutiny is going to a whole new level. The print industry will not simply be allowed to share alternative realities anymore! The future of all technology resellers will face changes and being prepared based in reality will be mandatory. BTW there's actually over $500 billion more in coming soon Zombie assets, assets 7 years or older today. One would think if these organizations didn't sell in the last 7, 8 or 9 years they probably will indeed join the Zombie Club!
The End Of The Day With Ray! Digging Through The Numbers Of KATUN - What Are They Thinking?
Katun is such a small player are they completely delusional in their aspirations to be a player in the MFP arena? In today's episode I dig through the numbers it is sad. As I believe KATUN sees itself as David in the David and Goliath Story. Unfortunately I believe KATUN lacks the discipline to get the intellect needed to use the slingshot!
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