Comments on: The Blackstone Group L.P. (BX) – The Good, The Bad, The Outlook http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Carson Pavlicek http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/comment-page-1/#comment-12030 Carson Pavlicek Thu, 02 Dec 2010 19:57:45 +0000 http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/#comment-12030 I simply identified your website, I bookmarked it and i am looking through the posts. I already appreciate it. Intriguing subject matter no matter what an individual look at this. I come because of this point of view that view commentary as akin of listening. I simply identified your website, I bookmarked it and i am looking through the posts. I already appreciate it. Intriguing subject matter no matter what an individual look at this. I come because of this point of view that view commentary as akin of listening.

]]> By: Domenic http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/comment-page-1/#comment-4992 Domenic Thu, 31 Jul 2008 18:18:37 +0000 http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/#comment-4992 I agree that blackstone can put its capital to work with a lower price tag - but how much liquid capital does it have to freely invest vs. money it has tied up in illiquid investments? I agree that blackstone can put its capital to work with a lower price tag – but how much liquid capital does it have to freely invest vs. money it has tied up in illiquid investments?

]]> By: Curious http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/comment-page-1/#comment-4987 Curious Wed, 30 Jul 2008 14:35:13 +0000 http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/#comment-4987 What about the dilution from future executive stock option vesting? More specifically, what is the impact of the following from Blackstone’s recent 10-K? “For the period June 19, 2007 through December 31, 2007, the Partnership recorded compensation expense of $1.77 billion in relation to its equity-based awards and a corresponding tax benefit of $31.2 million. As of December 31, 2007, there was $11.94 billion of estimated unrecognized compensation expense related to non-vested equity-based compensation arrangements. That cost is expected to be recognized over a weighted-average period of 5.8 years.” What about the dilution from future executive stock option vesting? More specifically, what is the impact of the following from Blackstone’s recent 10-K?

“For the period June 19, 2007 through December 31, 2007, the Partnership recorded compensation expense of $1.77 billion in relation to its equity-based awards and a corresponding tax benefit of $31.2 million. As of December 31, 2007, there was $11.94 billion of estimated unrecognized compensation expense related to non-vested equity-based compensation arrangements. That cost is expected to be recognized over a weighted-average period of 5.8 years.”

]]> By: Zachary Scheidt http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/comment-page-1/#comment-4986 Zachary Scheidt Wed, 30 Jul 2008 02:39:23 +0000 http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/#comment-4986 I don't have much of an opinion on BLK as it doesn't fit into my universe of stocks public less than 5 years. I do know that the stock may experience some overhang since Merrill is likely to continue unloading its position in order to raise capital. Once they are done it may turn out that the stock has farther to run. The valuation appears relatively attractive but I dont have a clear picture as to how their investment programs are holding up. Thanks for the comment! I don’t have much of an opinion on BLK as it doesn’t fit into my universe of stocks public less than 5 years. I do know that the stock may experience some overhang since Merrill is likely to continue unloading its position in order to raise capital. Once they are done it may turn out that the stock has farther to run. The valuation appears relatively attractive but I dont have a clear picture as to how their investment programs are holding up.

Thanks for the comment!

]]> By: borisb http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/comment-page-1/#comment-4983 borisb Tue, 29 Jul 2008 19:53:09 +0000 http://zachstocks.com/2008/07/the-blackstone-group-lp-bx-the-good-the-bad-the-outlook/#comment-4983 what about BlackRock? what about BlackRock?

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