Ben Holmes
Ben Holmes
Ben Holmeswas an American film director and screenwriter. He directed 56 films and wrote for 35...
along deal
Kraft is the big monster. That's the kind of deal that comes along only once in a while.
complete diversity looking
What's notable, just looking at the list, is the complete diversity in the names. We've got the whole range.
almost becomes bulk darling excitement internet surrounds though
I think there's an excitement that surrounds the whole Internet component, even though it's still not the bulk of what they do. But it also becomes an institutional darling almost immediately.
assemble brand company names portfolio single
Kraft is unbelievable. There isn't a single company that has managed to assemble a portfolio of brand names like Kraft.
became food market recession turned
Kraft is recession proof. When the market turned down, food became very popular.
debt liked proceeds reducing seen
I would have liked to have seen more of the proceeds go to reducing their debt load.
insurance
Willis is a big insurance brokerage and very profitable,
continue deals energy work
We'll continue to see energy deals work well,
activity bank banking guys investment losing numbers record setting street
While every other bank on the street was setting record numbers in their investment banking fees, their M&A (merger and acquisition) activity and their brokerage activity, these guys were losing money.
driving matter offering percent runs trading
When an offering is priced at $17.50 and runs up 50 percent in a matter of minutes, it's trading forces, not fundamentals, driving it.
bits bottom left looking lower pan popcorn quality
We're really just looking at the lower end of the quality spectrum. For the most part the (deals are) like the little bits of popcorn left at the bottom of the pan - the half-kernels that didn't pop.
crazy supposed work
It's been a crazy week. Everything that was supposed to work flopped.
high nice solid venture visibility
They've got some very nice venture partners, very solid high visibility investors.
piece touch
This is just a piece of garbage. I wouldn't touch it with a 10-foot pole.