The Unicus Investor newsletter invites you to seek investment value by taking the less crowded path. We offer insights from our industry sources and relevant, consumable bites of investment insights.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 644 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | |||||
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contrarianunicus.substack.comLatest Issues
We Dissect Cliffwater's CPEFX: Private Credit's Opacity and Stale Marks Carry the Unmistakable Smell of Death.
PIK ME....PIK ME NOT.
IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not be considered financial advice to readers. We DO NOT publish our short research and ideas on Substac...
Private Credit Loan Books Are Dog Poo Wrapped in Cat Poo: Cliffwater Gated CCLFX. Is CELF Next? We Dissect the Loan book
Who Borrowed the Money, What a Redemption Wave Does to Them and What we are Mapping for the Clients
IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not be considered financia...
Announcement: The Private Credit Intelligence Mapping
U N I C U S R E S E A R C H
Staying ahead of the curve
Most research firms read the same filings at the same time and reach the same conclusions a bit too late. We have already established that we conduct deep-dive, investigative fieldwor...
Pained by These Performances: This Week's Housing Drama, Dissected By Our Expert.
WATCH AS CRE, REITS, PRIVATE CREDIT, CONSUMER CREDIT, BANKS & GEO-POLITICS CONVERGE.
IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not be considered financial advice to rea...
CCLFX: A $40 Billion Lender That Lends to Other Lenders, and Why That's a Liquidity Risk
PRIVATE CREDIT RISK IS SYSTEMIC. WE ARE OVERLAYING THE FUNDS, AND ANYONE WHO SAYS OTHERWISE IS FOOLING THEMSELVES.
IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not be cons...
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