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.

4.28.2011

How much money Paulson has made in Lehman... (LBHI)

In the past, we have discussed Rule 2019 in the bankruptcy of Accuride . To recap, Rule 2019 is summarized as thus: "Rule 2019(a) requ...

Random Request: Job Posting

We have three or four posts lined up for the next few days. Before we get to that, I came across a job posting I was curious about. Here i...

4.20.2011

Distressed Debt Analysis: NewPage

NewPage has been discussed in distressed circles for quite some time now. In fact, if I am not mistaken, it has the most investment write-u...

4.16.2011

Michael Burry Speech at Vanderbilt: Transcribed

Earlier in the week, we posted notes from Michael Burry's speech at Vanderbilt . We saw the video and thought it would be a good exerci...

4.13.2011

Distressed Debt Investors Club Idea: Denver Convention Center

Every few months, I post a recent research idea from the (newly redesigned) Distressed Debt Investors Club , a site where event driven and d...

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