peHUB Second Opinion 1.29
Physical Toll: Hank Paulson's Valley of the Dolls Moment (Daily Intel) Tweet of the Day: "Rich Bressler of THL was refreshingly candid about perhaps paying too much for ClearChannel." (Twitter) More Davos: PE deals are picking up, says CD&R's Gogel. (BusinessWeek) The Challenges of Time for Start-Ups: In the world of start-ups, capital efficiency is a factor in determining how much entrepreneurs and investors realize on their invested time and capital. (Dealbook) Wow: It's a day of bold calls all around. First Bain and KKR executive an egregious dividend recap on HCA, then IDD names Goldman Sachs its bank of the year? Really? I mean, its possible that there were no other less reviled yet profitable candidates, though I can think of a few (JPMorgan perhaps? Deutche Bank? HDBC maybe? UBS?)... Maybe this tone-deaf choice had something to do with the fact that Blankfien actually agreed to do an interview with the publication... (IDD) World of Connections: A special report on social networking. (Economist via Abnormal Returns)
