Semaphore’s Annual PE Industry Confidence Survey results

Is 2011 a Wasteland or Playground? It seems my industry colleagues have continued to be wrongly optimistic about their personal income against a backdrop of continued and decided lack of confidence in the economy and their national governments. That appears to be the...

Due Diligence Often Discovers Discrepancies

Our partner and colleague Jon Klein of The Topline Strategy Group explores one very public example. Earlier last month, Watson, a computer built by IBM, faced off against Ken Jennings and Brad Rutter, the two greatest Jeopardy players of all time and trounced them. Or...

The Real Jeopardy Story

Blog 2 of 3 in the Due Diligence Often Discovers Discrepancies series. As I said in my previous Watson blog earlier this week, Watson, a computer built by IBM, faced off against Ken Jennings and Brad Rutter, the two greatest Jeopardy players of all time and trounced...

Thoughts on Jeopardy Analysis

Blog 3 of 3 in the Due Diligence Often Discovers Discrepancies series I expect that there are many folks out there who will challenge our analysis. I’ve anticipated some of the objections and have addressed what I think are the three major ones below. 1....

Beach Blanket Bingo?

Spring has finally made an appearance to New England after a long winter. Hot summer days spent languishing at the beach; margaritas by the pool or skimming on the lake in a new boat are moving their way to the front of everyone’s minds. No one thinks of stifling days...

Zombie Funds

Apocalyptic Future or Salvation? A few days ago Luisa Beltran of PE Hub asked whether and what we should call the now popular appellation “Zombie Funds”. I responded to her with the following: “Here at Semaphore we call them “clients”. No need for a pejorative...