Topic Archives: KKR & Co. (KKR)

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Leon Cooperman is probably known to most of you, he may well be the biggest “CNBC name” at today’s session — he runs Omega Advisors, a $10 billion partnership/hedge […]

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  • $FYI - PV-Tech Newsletter: US Edition - 3/7/2019 Todays articles; LONGi and REC also respond to Hanwha Q CELLS...

  • Fortnite creator Epic Games is private, but their biggest investor is Tencent, which is public. Unfortunately, Tenxent ...

  • Fast forward 6 months. If you buy KKR in a non-tax deferred account, which Lichtenfeld recommended in his August 2015 n...

  • A caution for potential newsletter subscribers. Bad luck on the timing of solving this teaser Travis, because he only re...

  • I remember the movie about KKR, James Garner was running RJR - Nabisco it made for an interesting story....

  • I like to say a "caution flag" more than a red flag -- often, all I have time to do with these articles is give a small ...

  • Travis As always, I love your work and you deliver the goods. When you read what wealthy people have to say about how...

  • Thanks Travis for calling my attention to KKR. Have smallish (250 shares more or less). Bought at 15 some time ago so ev...

  • Lloyd I did a quick such and came up empty as far as what KKR shareholders get out of the spinoff?...

  • While we are on the topic of payment, the October 1 deadline for using EMV cards has come and gone and the industry is f...

  • Coherus was backed by KKR before going public -- the rush of analyst reports all at once may be at least partly due to t...

  • Here you go Doc- CHRS Coherus Biosciences Inc., is a biopharmaceutical company. "The Company develops biosimilar thera...

  • I can definitely remember a couple of years ago when John went crazy about ISCO even adding that he was using their stem...

  • In the for what it is worth department, own KKR, would not touch the mega banks such as JPM and the rest with a "10 foot...

  • You said that YS teased this in an advertisement 1-2 weeks ago? This doesnt seem fair to paying subscribers as only 3 da...

  • On KKR, I don't think book value is a meaningful number for the kinds of companies they buy/invest in, so I wouldn't giv...

  • Is it coincidence or something else - but I can't help noticing that the same stocks seem to crop up on several differen...

  • Could this be a BDC like KKR or TCAP? Also saw a CEF or ETF dedicated to emerging companies recently. Will try to find i...

  • I wouldn't trust anything that has the KKR touch. My learning came from a go around when they took OI private. The pro...

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