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To: Spekulatius who wrote (48688)7/10/2012 11:17:58 PM
From: Sergio H  Respond to of 78705
 
All imo, i found the finances very hard to understand.
Thanks you so much. It was above my level of understanding as well.



To: Spekulatius who wrote (48688)10/18/2012 10:19:57 AM
From: Sergio H  Read Replies (1) | Respond to of 78705
 
BX's conference call is a good read. While I don't pretend to understand everything, I think their business model is excellent. Creating value by buying something that's broken, fixing it, and selling it at a profit. And they eliminate competition simply by having more mu$cle than the other guys.

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