Gustavo Ballvé on March 16th, 2011
Capital goods, Corporate Strategy, Food for thought, Home, Industries, Investment Themes, Portfolio Management, Signal or Noise

Two quick notes. First, the Financial Times has a relatively superficial story about Brazil’s pre-salt oil‘s potential for changing the country for good – or bad. It’s interesting to see how this story is being told abroad.

Second, Dealbook today highlighted an interesting story on Jeffrey Kaplan, who for 24 years was involved with M&A – including some of the largest deals such as HCA (the $33 bi LBO, not the recent IPO). The Deal Magazine interviews Mr. Kaplan and it’s an interesting inside view on M&A, private equity, even debt markets.

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