Tag Oaktree

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-” In the end, the devil usually wins. Caution, maturity and doing the right thing are old-fashioned ideas.” Oaktree’s Howard Marks talking to Finanz und Wirtschaft.
The Italian NPL Market – the Mergermarket/PWC assessment.
– “I have more fight than anyone needs for any job, I said. I’ve come a long way, from a mud hut in the rainy season in a part of the world you only know as a basket case of misery…..I’ve been beaten black and blue my whole short life and I’ve made it here. Have I got the fight? You tell me.” James Wood at the New Yorker writing about the best novel of the year (so far): Zia Haider’s “In the Light of What We Know”.
“Não tenho medo do fracasso. De fracasso em fracasso, a gente aprende. Tudo o que não fiz no cinema fiz em quadrinhos. As pessoas que fazem uma única coisa vão à lona quando fracassam.” ,Alejandro Jodorowsky at 85.

 

Upstream

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.

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