Distressed Debt Investing

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.

Showing posts with label distressed debt. Show all posts

Showing posts with label distressed debt. Show all posts

10.21.2011

CSFB's Special Situation Conference

Yesterday, CSFB held its annual Special Situation conference. As usual, the event showed me the sheer number of people I have to compete wi...

7.14.2011

Lehman Brothers Bankruptcy

A number of years ago, when I knew nothing about distressed, my portfolio manager sat me down and said, "Our friends at XYZ hedge fund ...

12.13.2010

Great Atlantic Bankruptcy (GAP)

Before I begin, I need to correct something I wrote last night introducing the GAP bankruptcy : Rejected lease claims are unsecured claims ...

12.12.2010

One of my favorite pieces of investing from Michael Price

Michael Price is a legendary investor and someone I try to learn from whenever I get the chance. I mean, this is one the guys that taught S...

11.30.2010

Distressed Debt Investing: Systematic Risks

After we announced the hedge fund manager interview series last week, we reached out to one of the first hedge fund managers we interviewed...

11.02.2010

Greenlight Capital: 3rd Quarter 2010 Letter

Greenlight Capital released their 3rd Quarter 2010 letter (courtesy of Dealbreaker ) which you can see here: Greenlight Capital's 3rd Qu...

9.30.2010

Michael Tennenbaum's Interview on Distressed Debt

In an interview on Bloomberg News, Michael Tennenbaum, founder of Tennenbaum Capital Partners, presented his thoughts on the current state o...

9.15.2010

One of the best pieces of investment advice I've ever read.

We have extensively covered the wisdom and writings of Oaktree's Howard Marks on the blog. In his most recent commentary, Marks puts i...

9.10.2010

Distressed Debt Investing interviews Mark Berman

We are very excited to bring you an interview with Mark Berman, founder and Managing Partner of MB Family Advisors, LLC and the MB Dislocati...

9.08.2010

Advanced Distressed Debt Lesson - Equitable Subordination

One of the best things about the Distressed Debt Investors Club is the collective knowledge of a group of very strong analysts and portfoli...

7.12.2010

Tronox: Distressed Debt Re-Visited

In January, Distressed Debt Investing did a post on the distressed debt of Tronox . For a reference, here is the trading chart of the Tro...

Distressed Debt Opportunities

Good article on distressed debt opportunities in Financial News . I have pasted the article below... Distressed debt funds queue for opport...

6.28.2010

ACAS and the Distressed Debt Investors Club Update

I wanted to give all our readers a quick update on the Distressed Debt Investors Club . Each week we are getting more and more member and g...

6.27.2010

Distressed Debt Analysis: Reader's Digest

On February 22nd, Reader's Digest emerged from bankruptcy. For those that are interested, the bankruptcy docket for Reader's Digest...

5.09.2010

Distressed Debt Analysis - Visteon (VSTNQ)

A few months ago we looked at the distressed debt of Visteon , given the enormous run-up in prices of the underlying securities. Since that...

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