peHUB Second Opinion 11.14
Picture it: On NPR, via Andy Kessler, "...have they given up hope, have they just said, 'you know what, sell everything,' and just en mass, people are puking out stocks..." Well They Aren't Busy With Deals: Dealzone notices that buyout pros have been busy on the conference circuit as of late. "You would think maybe that some of the private equity big shots that stole the headlines during the credit bubble would recede a bit from the limelight." Private Goldman Sachs: If Goldman Sachs goes private, and Blackstone Group stays public, I think it'll be like The Parent Trap, where identical twin sisters switch places and go home to the wrong parent, only to miss the way things were and long to return to their real home. Especially after a law professor suggested Goldman's structure, "could be the beefed up private equity approach, plus SOX." Bargain Prices: For shares of Berkshire Hathaway. Unfortunately for me, a lowly blogger's annual salary won't cover the cost of a single share, even at depressed values. Antitrust: InBev shall divest Labatt's as part of its acquisition of Anheuser. The Canadian business formed a JV with the Cuban government 11 years ...
