The End of The Day With Ray! Clover Imaging Wow!!!
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The End Of The Day With Ray! Looking At The BTA 990 Tax Filing! Both Amazing & Concerning!
As I dug into the Business Technology Association (BTA) 990 Tax Filing I was amazed and concerned. The Great New is, neither the amazement nor concern was based in any recognized malfeasance. The two associations the BTA and Its Scholarship entity are sitting on massive assets. The war chest in amazing! So, the question or concern is, should those assets be deployed differently to really help the association’s members who are in a war against massive disruption and major competitive threats? In this episode I share the numbers on the filings and thoughts on the association's apparent strategy as their 990 tax filing describes it to me.
The End Of The Day With Ray! Some Thoughts On The Latest Stramaglio Show. & Other Topics
Of course I will address Mike's interview with the leaders of Marco Technologies. It was predictable but completely amazing what these three gentlemen didn’t mention. Especially as they throw out hits that the whole interview is to share their alternative reality to my content regarding the real issue involving Konica Minolta and MARCO I will also discuss a couple recent press releases. One regarding DEX Imaging and their latest acquisition of NECS. The other press release regarding Konica Minolta and Visual Edge IT.
The End Of The Day With Ray! How Will The Issues With Private Equity Affect VEIT, MARCO, and UBEO?
In today’s episode I share thoughts on the issues with private equity regarding extremely high percentage of redemptions, pension fund managers pulling out of private credit, and the $3 trillion backlog of aging - unsold portfolio companies. I believe the overall private equity issues will create some outcomes within the assets P.E. firms own in the print industry. As we all witnessed the part one disaster regarding Visual Edge IT. I believe there's more coming. In this episode I share why with a focus on MARCO, DEX Imaging, and UBEO--
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