JunkBondInvestor
Credit analysis for people who actually read the documents.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 265 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
Read this Newsletter
junkbondinvestor.comLatest Issues
Credit Weekly: The Capital Allocation Conflict
Amazon probably should spend another $100 billion on AI. If I was a shareholder, I might support it. If I owned the bonds, I would have a very different reaction.
That split is starting to show up across the market. Shareholders want the h...
A Weird Perpetual Preferred Equity: 3% LTV That Yields 11%
The preferred is covered 30x over. The market is pricing something else entirely.
Here’s an interesting situation a reader flagged in my DMs. A perpetual preferred with a 3% LTV, more than 2x dividend coverage, and a cash yield around 11%....
Credit Weekly: The Residual May Be Obsolete
A couple weeks ago, in The Building Is the Credit, I argued that once you get past construction risk, hyperscaler data center paper is primarily two bets: the contracted lease, which the market prices, and the residual building value, which...
Special Situation: Getty Images ($GETY / $ABEGET) 10.5% Secureds due 2030
What happens to $628 million of merger bonds when the merger dies?
When a $3.7bn merger collapses, everyone loses something.
Credit Weekly: The Anatomy of AI Infrastructure Credit
The AI buildout is usually framed as an equity story. It is increasingly a credit one. Roughly $500bn of debt now finances the buildout, across more than 200 instruments: hyperscaler bonds, neocloud high yield, datacenter securitizations, p...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for JunkBondInvestor.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where JunkBondInvestor ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 648 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #101 | |
| #34 |
Authors
The writers behind this newsletter.
buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities
Social
Frequently Asked Questions
How can I access the email archive for JunkBondInvestor?
You can find recent issues that have been published by JunkBondInvestor on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does JunkBondInvestor have?
To see how many people subscribe to JunkBondInvestor, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in JunkBondInvestor?
Newsletter advertising can be extremely effective when it's done right. Before you pitch JunkBondInvestor as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like JunkBondInvestor?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact JunkBondInvestor using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to JunkBondInvestor?
Scroll up to where it says Related Newsletters to see other publications like JunkBondInvestor. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact JunkBondInvestor?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.