Tag Archives: OAK

Quick Blurbs [Equity Commonwealth, Oaktree, PPG Industries, United Continental]

[EQC – Equity Commonwealth] A few weeks ago I read Am I Being Too Subtle, authored by real estate maven Sam Zell and infused with the unquavering bluster I’ve come to expect in these business autobiographies.  I thought it was great.  I think he’s great.  Inspired by the book, I briefly revisited EQC, a US office […]
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Quick Blurbs [Moody’s, Blackstone, Oaktree, Wells Fargo]

12/6/2016-12/7/2016: GS US Financial Services Conference BX Stephen Schwarzman – “we’re in the product invention business.  We’re not like Magellan fund where you just keep making something bigger and bigger until performance dies and then it gets smaller and smaller.”  The changes in the business sector from the election will be significant, w/ a very […]
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Quick Blurbs [Bank of America, Blackstone, JP Morgan, Oaktree, Wells Fargo]

9/13/2016: BX – Private Equity (Barclays Financial Services Conference) BX says peers are paying 25x cash flow for GDP-growth assets, reflecting an environment where people think, given low rates, you can buy any high quality asset at any multiple and generate sufficient returns (which BX doesn’t subscribe to, a new “core” vehicle launch designed to […]
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