– Carlyle, Gávea/Apax and GP Investmentos raising new Brazilian PE Funds to invest in consumer products, healthcare and infrastructure.
–Oaktree entering direct lending in Europe, after the US on another chapter of credit hedge-funds stepping in for SMEs after banks scaled back lending.
– Nokia+/-Google+/-Microsoft and the ‘burning platform’ theory.
-Book covers: a set of Penguin and Pelican covers from 1935-2005.
-“Do not put your hand in front of a train, that’s what the Internet (video,tv,cable) is…”
-Michael Milken and the corporate financing cube,
-Brazilian inflation-linked bonds are about 60 per cent of total EM inflation-linked bonds,
-Inside Amazon’s giant fulfillment center,
-Famous writers and their other jobs,
-Salmon Rushdie on moral courage.
Hedge-funds:2 books, 2 visions (the average and the “genius” ) as reviewed by The Economist
“When valuing a startup, add $500k for every engineer, and subtract $250k for every MBA.” – Ben Horowitz from Andreeseen Horowitz
“…when beer writers imagine heaven, it looks exactly like the Southampton Arms.“
a brilliant review by Geoff Dyer of Ben Lerner’s Leaving the Atocha Station
“Brokers try to flog you things, good advice costs a lot less.” – The last in a line of gentlemen bankers,
“A little business with a little profit and an entire regularity is happiness sterling to the true merchant; while a large business, expecting large profits, but in confusion and disorder, may be flattering but creates much anxiety and little comfort.” – advice from Barclays’ founding families,
naming particles – “The name (quarks) was based on a line from James Joyce’s Finnegan’s Wake: “Three quarks for Muster Mark!”
Leap Motion:3D gesture control….
Granta and the ‘best young Brazilian novelists’
Lockmann.org 