Tagged
#due-diligence
2 entries filed under this tag.
KKR isn't buying Integer cheap. It's buying what public markets couldn't underwrite
Integer Holdings makes the components inside pacemakers and catheters for Medtronic and Boston Scientific. A guidance cut and an activist campaign crushed its stock before KKR agreed to buy it for $5.7 billion.
Why I went back to university
I had built useful things with AI assistance, but useful output was not the same as understanding the system underneath it.