A*******y
发帖数: 11148 | 1 看他们在纽约州有235家branch，竟然从来没看到过 |
j*****t
发帖数: 5475 | 2 yes
【在 A*******y 的大作中提到】
: 看他们在纽约州有235家branch，竟然从来没看到过
|
r*****z
发帖数: 176 | 3 说说命运
上礼拜五,有一辆van停在路边，一个长相似耶稣操天津口音的男子招手让我过去，问我
附近有没有99仙店，我说这儿没有，你去黑人区看看。他就惆怅地飘走了。
他开走后我才突然想到，前面右拐就是一家Dollar General。
有时机遇摆在面前，却不是凡人能看出来的。
【在 A*******y 的大作中提到】
: 看他们在纽约州有235家branch，竟然从来没看到过
|
j*****t
发帖数: 5475 | 4 KKR just bought them?
【在 A*******y 的大作中提到】
: 看他们在纽约州有235家branch，竟然从来没看到过
|
A*******y
发帖数: 11148 | 5 yeah... otherwise who cares it, hehe
【在 j*****t 的大作中提到】
: KKR just bought them?
|
x****5
发帖数: 97 | 6 Don't quite see the reasoning behind this, how can they cash out from dollar
general?
It looks that KKR takes really aggressive strategy these days. why's that?
【在 j*****t 的大作中提到】
: KKR just bought them?
|
j*****t
发帖数: 5475 | 7 I was working with a consumer package goods company last year and for them,
the dollar channel is really growing exponentially. Still lots of growth
potential left I guess.
dollar
【在 x****5 的大作中提到】
: Don't quite see the reasoning behind this, how can they cash out from dollar
: general?
: It looks that KKR takes really aggressive strategy these days. why's that?
|
r*****z
发帖数: 176 | 8 转文一篇，注意以下数据：“部分私募基金入主收购企业后，企业情况较收购前还要糟
糕，有64%的私募基金做的是华尔街的“财务工程”，对收购公司没有实质改善...”
这个很可能又是Financial Engineering的操作，Recap然后重新上市。 Burger King就
是一个例子。
Also the possibility of real estate play,DG could be sitting on some prime
real estates. |
x****5
发帖数: 97 | 9 Thank you jazzcat and Henry. It seems that it is going to be 20th birthday
for Carlyle Group this year, don't know if they are going to have some
special events for celebration.
I guess that all these PE shops, like KKR, Blackstone, and Carlyle, must
have foreseen the downturn or adjustment of the overheated stock market last
year already. If what the article said is true, why did they still decide
to decide to take aggressive moves even under this circumstance? |
l***r
发帖数: 48 | 10
dollar
couple of reasons I can figure:
1. diversify it's portfolio.
2. retails have stable cash flow and don't flucuate much with macroeconomic
environment.
3. DG is a industry leader, with growth potential.
1. KKR raised too much money and can't afford to sit on pile of cash for
long.
2. Interest rate will go up eventually. Debt will become expensive in near
future.
3. PE industry is becoming more and more competitive. KKR has to act fast.
anyway, I like this deal. I guess other PE shops will
【在 x****5 的大作中提到】
: Don't quite see the reasoning behind this, how can they cash out from dollar
: general?
: It looks that KKR takes really aggressive strategy these days. why's that?
|
b********k
发帖数: 431 | 11 门头N多，
dollar tree
one dollar
Yankee dollar
都是~`` |
x****5
发帖数: 97 | 12 thank you for your comments. just read a news that carlyle is going to raise
a new 15B fund, and GS is raising 19B fund. the industry is getting red hot
macroeconomic
【在 l***r 的大作中提到】
:
: dollar
: couple of reasons I can figure:
: 1. diversify it's portfolio.
: 2. retails have stable cash flow and don't flucuate much with macroeconomic
: environment.
: 3. DG is a industry leader, with growth potential.
: 1. KKR raised too much money and can't afford to sit on pile of cash for
: long.
: 2. Interest rate will go up eventually. Debt will become expensive in near
|
