Parsad Posted December 11, 2009 Posted December 11, 2009 Good article on KKR, with praise for Berkshire from Henry Kravis, and how KKR will change its operations going forward. Cheers! http://www.businessweek.com/magazine/content/09_51/b4160038935523.htm
Liberty Posted March 13, 2019 Posted March 13, 2019 Writeup on KKR: http://yetanothervalueblog.com/2019/03/kkr-is-too-cheap.html
StockDuck13 Posted March 14, 2019 Posted March 14, 2019 KKR was a new holding for Greenhaven. 2018 Q4 below: https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/5c4bc50842bfc120277fb927/1548469513395/Greenhaven+2018+Q4+FINAL.pdf
ValueMaven Posted March 17, 2019 Posted March 17, 2019 Stock is interesting below $20 in a market pull-back
Shooter MacGavin Posted April 13, 2019 Posted April 13, 2019 Stock is interesting below $20 in a market pull-back The accounting here is very confusing and the filings/IR don't seem to help. But maybe it's because I'm new to the PE / Asset manager industry. Is the realized performance fee income they show in their investor deck and filings net of what has previously already been accrued and expensed (unrealized carry assets and accrued liabilities on the balance sheet?). Or do they need give 40% away on the realized portion in comp? I would think the former since they have a large accrual expense for carry every period that sits on the balance sheet. Also what is the purpose of the after-tax distributable earnings? That doesn't seem to be a useful "earnings" metric to me. The "realized income" as a revenue item seems a bit confusing to me. Isn' that just a gain on sale? How do the earnings from their PE investments flow through the P&L? Is that through the "realized income" section? Help! Thank you.
investmd Posted April 14, 2019 Posted April 14, 2019 Good article on KKR, with praise for Berkshire from Henry Kravis, and how KKR will change its operations going forward. Cheers! http://www.businessweek.com/magazine/content/09_51/b4160038935523.htm This link is not active. Could you pls repost. thanks
wisowis Posted April 14, 2019 Posted April 14, 2019 Good article on KKR, with praise for Berkshire from Henry Kravis, and how KKR will change its operations going forward. Cheers! http://www.businessweek.com/magazine/content/09_51/b4160038935523.htm This link is not active. Could you pls repost. thanks https://web.archive.org/web/20160107072422/https://www.bloomberg.com/bw/magazine/content/09_51/b4160038935523.htm
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