Beached’s Newsletter
Beached CapitalSpecial Sits, HY, Distressed
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2 | Founded | 5 years ago | Last Issue | 5 years ago |
| Active | |||||
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Transocean ($RIG): Long Equity
Executive Summary
Transocean Ltd. (“RIG”) is a highly-levered equity whose stock price is down ~75% since the most recent peak in 2018. “Smart money” has been wrong on offshore drilling for a decade. Energy pessimism hit an all-time high a...
Special Sits, HY, Distressed
Investment writeups on companies and catalysts that interest me. Nothing should be misconstrued as investment advice - please do you own due diligence.
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Special Sits, HY, Distressed
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