Takeaway #157 on Chuck D and the other P. E.

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P.E. a group – a crew – not singular

We wear black Wranglers

We’re rap stranglers

You can’t angle us

Public Enemy ♦ Rebel without a Pause

Takeaway 157: No, man, it’s Private Equity. And the question is: what is their angle? Are they top loading the entity with debt to pilfer? Perhaps they are re-tuning this puppy for an IPO or quick turn around. Speaking of PE, what is the price-equity ratio? CAPM or plowback…where do we invest today?

Extra Read: Terminal Value Exit or Terminator X it?

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Takeaway #210 don’t take it personal, but I need to exit: as inspired by Blue Scholars

…Neck deep in contradiction in the gut of the beast

If you in debt, then everything you own is on lease…

Blue Scholars ♦ Ordinary Guys

Takeaway #210:

LBO exit strategy point of clarification. It goes like this:

“Dear Employees:

We do not own this puppy. We just have you on lease, because we have fully leveraged your assets. IPO or strategic sale, we recommend that you do not get too attached to us.

Best Regards,

Your Private Equity Sponsors.”

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