Kravis, the Globe and us

2 responses

  1. Alex says:

    Nice quote. I’m not as bullish as Henry Kravis. It’s an AUM game for him vs a ROR game. Excess capital needs to be deployed to get paid. Paying 15x EBITDA incl synergies is not sustainable. I understand the cost of capital advantage these days but there is a bubble developing.

  2. John says:

    Good quote – mentioned in same article as Kravis – worth framing I would think!!!

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