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Matt Bergman Profile picture
Matt Bergman
@mdbergman36
Principal, Ridge Strategic, Sr. Counsel @MarinoPR. #CorporateLaw. #BusinessConsulting #Investing. #Strategy. #Restructuring. #Marketing. J.D.,M.S., #Finance.
Jun 24, 2021 • 5 tweets • 6 min read
#investing #books have long spoken of it glowingly but happy to note @AswathDamodaran-IMHO among top three #valuation experts in world-went out of his way, in recent lecture to his valuation course, to recommend "Expectations Investing" by @mjmauboussin & A. Rappaport. (1/2) Can't actually recall other instances of Aswath speaking so highly of a work mid-lecture (which doesn't mean he hasn't) -& the book itself is a masterpiece. Happily, newly revised/expanded edition out 9/21. "Expectations Investing" @mjmauboussin & A. Rappaport. #investing #books
Jan 12, 2021 • 5 tweets • 1 min read
I support @DeutscheBank declaring they'll no longer do biz w/ Mr. Trump. Not like he's a profit center, he's loss leader at institution w/ crippled reputation. That said if firm line is "fastest way to sever ties=forgive $300mm defaulted loans"=I'd rather they have said nothing. (it would be indeed be true that most expeditious cutting of ties would be forgiveness. & frankly, the President has stiffed even his institutional lenders to such an extent that there's probably a special line item reserve just for him) (cont)
Jan 12, 2021 • 5 tweets • 3 min read
#Yankees #Finance Hal (ultimately via Yankees Global Enterprises holdco that owns the team, YES stake etc.) is indeed getting paid some. But don’t confuse SIxth Street’s $50bn AUM as bearing on price. Deal values Legends at $1.35bn. Yanks will own 24.5% after close. BUT (1/5) #Yankees NB, in 2017, New Mountain Capital bought ~33% of Legends (biz was then valued at $700mm, so man valuation has risen). New Mountain is being taken out in this deal, so ~$455mm goes to them, ~$233mm split roughly evenly between Yanks/Cowboys (2/5)