Blog: I’ve been thinking…

Dell’s Special Committee…just doing its job

I’ve been thinking… The end of the “go-shop” period set by Dell’s Special Committee produced two more potential bidders to try to top with “Superior Proposals” the currently accepted offer of $13.65/share from Michael Dell and Silver Lake Partners. Blackstone’s […]

EU membership: enlarged from 6 to 27 and soon 28

The inception of today’s European Union (“EU”) can be dated from 1957, when the original six countries (Belgium, France, Germany, Italy, Luxembourg and the Netherlands) signed treaties to form a free trade association, which became known as the European Economic […]

A look back at the Euro

On January 1, 2014, the 17 so-called Eurozone countries, the member states of the European Union (“EU”) that have adopted the euro as their sole currency, will add Latvia as their 18th member.  The introduction of the euro became a […]

News Corp…spinoff with a twist

I’ve been thinking…Months before the Time Inc. spinoff was announced, Robert Murdoch’s News Corp was well underway to spinoff its publishing assets, which include such name brands as The Wall Street Journal, The Times of London and book publisher HarperCollins.  […]

Time Inc. spinoff

I’ve been thinking…Just weeks ago, Time Warner gave up trying to sell a portfolio of its magazines to Meredith Corp and decided instead to spinoff to its existing shareholders the entire Time Inc. operation.  The proposed spinoff follows the successful […]

Dell due diligence and virtual data rooms

I’ve been thinking… Dell’s Special Committee has its investment advisor, Evercore Partners, combing the market for rival bidders for Dell…not an easy assignment since CEO Michael Dell is part of buyout group that Evercore is trying to supplant.  So far, […]

Dell buyout

Dell buyout

I’ve been thinking… Why is there such radio silence on the status of the proposed buyout of Dell?  Also, if the investment adage that “in price there is knowledge” is true, then what can be learned from Dell’s current share […]