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.

8.31.2010

Third Point 2Q 2010 Letter

In the past, we have discussed Dan Loeb's hedge fund: Third Point . I have always enjoyed Loeb's commentary on the market and certa...

8.29.2010

Pershing Square 2Q 2010 Letter

Here is Pershing Square's 2Q 2010 Letter to Investors. See below for some commentary: Pershing Square Q2 10 Investor Letter ...

Profiting from Short Duration Opportunities

When I first started on the buy side, investing in high yield and distressed debt, my boss gave me a book on Michael Milken ( Fall From Grac...

8.22.2010

Distressed Debt Analysis - Fairpoint

Every few months, I post a recent idea from the distressed debt investors club . As a reference to readers, there are about 150 members on ...

8.18.2010

Distressed Debt Investing Interviews Tanja Aalto

It gives me great pleasure to bring to our readers an exclusive Distressed Debt Investing interview with Tanja Aalto, a Managing Director wi...

View web version

Powered by Blogger.