A couple of interesting reads on PE this weekend. Two different sets of opinions from the opposite sides of the spectrum on the never ending debate around PE valuations and how they drive returns.

Even though they were aiming to reach opposing conclusions, they had an overarching theme that underlies PE's new reality.

A focused operational execution and a strategy aligned to growth/cost reduction plans are key to drive revenue growth and margin expansion for your businesses - the real value drivers for PE returns.