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The PE log jam: why over-marked assets can't trade, and what actually clears the market

A former Citigroup CFO explains the liquidity discount missing from PE marks—why portfolios are frozen, and what actually clears the market.

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A bar chart in which a tall dark bar is followed by a much shorter one, with a dashed outline and a cross marking the gap between them

The PE log jam: why over-marked assets can't trade, and what actually clears the market

Not all EBITDA is equal: Gary Crittenden on the return-on-capital lens that picks winners