JunkBondInvestor
Credit analysis for people who actually read the documents.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 259 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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junkbondinvestor.comLatest Issues
Credit Weekly: The Building Is the Credit
A hyperscaler data center bond looks like one of the cleanest credits in the market. An IG tenant, a long lease, and a hard asset underneath. That profile is exactly why the risk in it goes unpriced.
Buy one and you are not buying Microsof...
Oddity Tech ($ODD): 9.5% YTM, Net Cash, Broken CAC
Oddity's stock is down 85% on a broken growth engine. Its zero-coupon notes at 69 are pricing a different question.
Here’s an odd one: Oddity Tech.
Credit Weekly: A Utility or an Airline?
What happens if the AI labs don’t have any pricing power?
OpenAI put a version of that question on the table this week. It is reportedly weighing a steep cut to what it charges for tokens, to pull users from Anthropic and stay ahead of the...
B&G Foods ($BGS): Paying 11% to Stand Still
A 7x levered food roll-up, a fresh 11% print, and a deleveraging plan that doesn't delever. Where to sit in the stack.
The food business is supposed to be boring.
Credit Weekly: The Wrong Kind of Strong
For two years, the reflex never changed.
Soft data prints, everyone reaches for the cut, credit grinds tighter. Bad payrolls meant the Fed was coming. Weak retail sales meant the Fed was coming. Every disappointment got bought because the...
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Authors
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buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities
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