"History is a wonderful thing, if only it was true"

Saturday, October 09, 2010


Don't lever up a consumer discretionary and highly seasonal company going into a deep recession.

Don't go the raw PE route with a product/company build on personal touch reputation.

Harry & David still struggling under weight of debt, recession | lansingstatejournal.com | Lansing State Journal:

"Since New York-based private equity investors bought Harry & David six years ago, the company has sliced its work force by a third and cut back on raises and benefits."


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