Andre J. Peschong

Private Equity, Venture Capital and Market Commentary

Entries Tagged as 'Deal Commentary'

The Mike Norman Show Interview on BizRadio

April 14th, 2008 · No Comments

Woke up bright and early on Friday morning for this interview on NY’s Mike Norman Show.  We discussed my take on the Bear Stearns bailout.  Listen to my two part interview here:
http://www.dealflowdiaries.com/mp3s/audioplayer.htm
Select “BizRadio 04-11-08″ and “BizRadio 04-11-08pt2″

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Tags: Deal Commentary · General Market

Forget IR 2.0, Nothing Beats The Old Fashioned Relationship

March 23rd, 2008 · No Comments

IR is a basic absolute for a company even considering being publicly traded. With all the costs associated with being a public company such as SOX compliance, legal, accounting, transfer agent fees, listing fees etc…  Why then would a company want to cut back or not have a full effort to effectively get the story […]

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Tags: Deal Commentary · General Market · Investments · Private Equity · Tips/Tools

Consumer Spending Down; Investing Interest Up

March 1st, 2008 · No Comments

The current economic slowdown (don’t say recession) is affecting all capital expenditures and investments across the board.  This slowdown was brought on by the credit crunch caused by the sub prime debacle that has rippled and continues to ripple through the economy.  On the consumer side, big box retailers such as Wal-Mart, Target, and Sears […]

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Tags: Deal Commentary · Private Equity

Angels are the new Venture Capitalists

January 21st, 2008 · 1 Comment

What happened to the old school traditional venture capitalist??  You remember the ones that actually invested in ventures, ideas, untapped markets and people.  These venture capitalists have over many years turned into just capitalists or better yet bankers.  If you look at the landscape of venture firms who are looking to invest at seed or […]

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Tags: Deal Commentary · Investments

Catch a Falling Knife

January 11th, 2008 · No Comments

There is an old saying in the deal business “It’s like trying to catch a falling knife”.  What that saying means is that you have a much higher percentage chance of getting hurt if you try and catch the knife as opposed to letting it fall.  That really sums up the Blackstone PHH transaction.  Basically, […]

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Tags: Deal Commentary · Investments

Bah Humbug in 2008? Predictions & Market Outlook

January 9th, 2008 · No Comments

With all the recession talk out there, what will be the bright spot in the financial markets this year?  Will we see a return to defensive stocks, a flight to less volatile stocks or aggressive speculation?  Let’s reflect first on 2007.  As one of the worst years for actual number of IPO’s in recent history, the […]

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Tags: Deal Commentary · General Market · Investments