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JunkBondInvestor

junkbondinvestor

Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)

Platform
Substack
PricingFreemiumPublishesWeekly
Issues52SubscribersRead junkbondinvestor.com

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#65
Substack
/Finance(Paid)
#205
Substack
/Finance(Free)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Victoria's Secret ($VSCO): A Bond Market "Show-Me" Story Yielding 9%

Assessing the Risk-Reward Trade-Off in VSCO's 2029 Notes

a month ago
3
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National CineMedia ($NCMI) Update: Navigating the Post-Pandemic Cinematic Landscape

An In-Depth Look at the Challenges, Opportunities, and Future Outlook of America's Largest Cinema Advertising Network

a month ago
6
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Special Situations: Short Trade Idea in a Busted Preferred Equity

Unveiling the Complex Web of Growth, Debt, and Litigation Challenges Amidst Ambitious Expansion

a month ago
3
0
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Anywhere Real Estate / Realogy ($HOUS): Assessing the Company's 2nd Lien and Unsecured Notes

Examining Leverage, Legal Challenges, and Potential Upside in a Volatile Market

2 months ago
6
0
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Authors

The writers behind this newsletter.

  • junkbondinvestor

    buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities

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