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Category: KKR

Some things and ideas: November 2019

Posted On November 29, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Some things and ideas: May 2019

Posted On May 31, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Some things and ideas: April 2019

Posted On April 30, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Some things and ideas: March 2019

Posted On March 29, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

$KKR is too cheap

Posted On March 13, 2019
KKR (disclosure: long) probably needs no introduction. The company is one of the original private equity firms and will forever be remembered for their role in the RJR Nabisco buyout at the center of Barbarians at the Gate. Today, it is one of the largest investment managers on the planet with $195B in assets under […]

Christmas Idea #3: FS KKR Capital Corp $FSK

Posted On January 3, 2019
This is the fourth post in this year's (well, I guess last year's at this point) Christmas Ideas series (other posts include the “honorable mentions,” the first Idea Radisson (RADH; disclosure: long), and the second idea (Telecom Italia Savings; Disclosure: Long).  Admittedly, this post is coming a bit late; obviously Christmas and the New Year have already passed, […]