corporate America
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 2, 2018 by Andy Redleaf · across every show →
Everything said about corporate America, oldest first
Apr 2, 2018
Redleaf: Corporate America is the only remaining arbitrageur for orphaned securities
“I see there being more permanently orphaned securities, and, you know, I mean, really, The only people to, ah, to be the effective arbitrageurs or to close differences is, is corporate America, and corporate America is sort of slower.”
Nov 18, 2019 positive
Rattner: Private equity still delivers a return premium over public markets
“I do think the return premium Which, while it's smaller now, probably, certainly than it was, is still there. I think the way that private equity guys and ladies think about driving performance, not getting caught up in being a public company, being very comme…”