JunkBondInvestor
Credit analysis for people who actually read the documents.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 271 | Founded | 6 years ago | Last Issue | 4 days ago |
| Active | |||||
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junkbondinvestor.comLatest Issues
The Game Theory Behind Strategy's ($MSTR) Distressed Preferreds
$54 billion of Bitcoin, $1.75 billion of fixed payments, and the game theory behind who gets paid
Last November I asked whether Strategy could afford $736 million of preferred dividends. The number is now $1.75 billion. Here’s an update on...
Credit Weekly: Which Market Is Following Which?
Credit investors are supposed to be the “smart money.” They underwrite to cash flows, take fundamental views, and sit senior in the cap stack where the upside is capped so the focus is on downside protection. When bonds move and spreads wid...
Alta Equipment Group ($ALTG): Is the Cycle Turning Fast Enough?
The 9% 2L notes trade around 95 for a ~11% YTW. Lift-truck bookings are improving, but the earnings and FCF have not followed yet.
Everyone wants exposure to the megaproject equipment cycle right now. Somebody is pouring concrete for a gig...
Credit Weekly: Repriced, Not Differentiated
Every desk note this week will tell you AI credit is widening on supply. They are right but it is the least useful thing you will read.
Look at 30-year hyperscaler debt (which has widened more than 3 standard deviations this month). First...
Baby Bond Special Situation: Paid to Wait
How a distressed bond turned into an event-driven trade, and whether the final spread is still worth owning
Investing in bonds is supposed to be boring. That’s the deal you sign up for. You lend money, you clip a coupon, and if you’re righ...
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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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