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Comments on PROJ
Stephen Mandel's Lone Pine Capital Q3 Portfolio: A Basket Full of Apple
[View article]
VIV = Vivo in Brazil, not Vivendi in Europe.
Comment by
gotribe
Dec 11 12:28 pm
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'Amend and Extend': Saving the Day for Many Leveraged Companies
[View article]
I wonder if banks would be so receptive to amend and extend transactions if they could afford to take writedowns on the loans today. ...
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Comment by
allaroundguy
Oct 21 08:02 am
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'Amend and Extend': Saving the Day for Many Leveraged Companies
[View article]
This article does NOT relate to GHM.
Comment by
User 410031
Aug 26 07:14 am
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Risk May Outweigh Reward for Newly Public Deltek
[View article]
Interesting write-up. I started doing some work on this: looks like they are basically the are one of only two companies out of ~20 in...
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Comment by
Research Intensive Investing
Nov 26 22:13 pm
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Deltek IPO: Arriving A Decade Late To The ERP Debutante Ball
[View article]
We are a small SaaS company competing with Deltek. Our business model is dramatically different than theirs. We are able to charge far...
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Comment by
Dan Cornish
Sep 10 12:52 pm
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Deltek IPO: Arriving A Decade Late To The ERP Debutante Ball
[View article]
Thanks for catching that error Rob. As I said, I was giving the Deltek S-1 a quick read. That doesn't change my IT investment...
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Comment by
Dennis Byron (Research 2.0)
May 11 08:51 am
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Deltek IPO: Arriving A Decade Late To The ERP Debutante Ball
[View article]
Uhm, had you read the S-1 a little closer you would see that it did go public in 1997 and then went private in 2002. "We changed our...
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Comment by
rock boy
May 10 13:03 pm
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Stephen Mandel's Lone Pine Capital Q3 Portfolio: A Basket Full of Apple [View article]
'Amend and Extend': Saving the Day for Many Leveraged Companies [View article]
'Amend and Extend': Saving the Day for Many Leveraged Companies [View article]
Risk May Outweigh Reward for Newly Public Deltek [View article]
Deltek IPO: Arriving A Decade Late To The ERP Debutante Ball [View article]
Deltek IPO: Arriving A Decade Late To The ERP Debutante Ball [View article]
Deltek IPO: Arriving A Decade Late To The ERP Debutante Ball [View article]