This blog will try to dissect distressed debt investing, up and down the capital structure. We will look at current distressed debt situations, try to explain the ins and outs of how decisions are made in the distressed debt world, probably rant a few times about positions that are working against me, and hopefully enlighten some readers.
While not specific to distressed debt investing, we here enjoy reading thoughtful commentary on value investing. Below are notes, courtesy of The Innoculated Investor on the most recent Value Investing Congress. Great read. Enjoy!