Re: Ripplewood Holdings (stems from Chi. Tribune on Enron)

2002-03-04 Thread Charles Jannuzi
What does Ripplewood know about running a credit bank in Japan? Pt 1 The Ripplewood plan is simple actually: use high equity valuations and inflated asset prices in the US and an ability to operate as largely unregulated capital worldwide to buy up and profit from distressed Asia (Asia post

Re: Ripplewood Holdings (stems from Chi. Tribune on Enron)

2002-03-04 Thread Charles Jannuzi
Ripplewood Pt 2 I would say that the difference this time is that most Japanese investments in the US turned out very bad for them, while the private equity groups like Carlyle and Ripplewood know how to make a buck It's the same way GE Capital makes money too They aren't in Japan to re-tool the

Re: Ripplewood Holdings (stems from Chi. Tribune on Enron)

2002-03-04 Thread Charles Jannuzi
Ripplewood Pt 3 And as things become totally bizarre and muddled (mostly because Koizumi deregulation and liberalization are going to have immediate postive effects), we find Ripplewood/Shinsei and its good friends, Goldman Sachs, mixed up in it all A lot of it, by the way, has to do with what

Chi. Tribune on Enron

2002-03-03 Thread Michael Perelman
A friend did much of the legwork on this article. Investors lured by Enron's promises Documents show partners enticed by insider profits By Robert Manor, Tribune staff reporter. Tribune staff reporters Laurie Cohen and Flynn McRoberts contributed to this report March 3,

Re: Chi. Tribune on Enron

2002-03-03 Thread Charles Jannuzi
There are far more interesting artifacts out there on the internet that just begged to be pieced together to see how Enron really worked. (One interesting source has been doing google searches which return html pages even after the pdf has been taken down.) It would seem that traditional

Re: Chi. Tribune on Enron

2002-03-03 Thread Michael Perelman
I know nothing of Ripplewood except a short 10 Dec. Business Week article. Charles Jannuzi wrote: The public side of the bubble still awaits deconstruction. The non-public side of it, such as Carlyle Group, Ripplewood and Lonestar may never be cracked. Charles Jannuzi -- Michael Perelman

Re: Chi. Tribune on Enron

2002-03-03 Thread Charles Jannuzi
I know nothing of Ripplewood except a short 10 Dec. Business Week article. Charles Jannuzi wrote: The public side of the bubble still awaits deconstruction. The non-public side of it, such as Carlyle Group, Ripplewood and Lonestar may never be cracked. Well, complete ignorance would