Long only & loving it @HighYieldQB
Risk on New York, NY Joined January 2016-
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@junkbondanalyst Not ideal since these are all down another 10 pct or more this week
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@HYcorps Because it seems like 1.5bn of fresh new capital is buying?!
@JamesSurowiecki Maybe he’s a horse
Please accept my stock-for-stock acquisition offer, which is very attractive if you value my equity at several billion dollars. No need to look at where my existing equity trades that would be exhausting and complicated $sbgi $ssp
@DonutShorts Isn’t it wild to think that some guy is just an $OB stockholder
@BenMillerise The Aggro Crag from GUTS had more realistic stone
@MasaSonCap Hard to work through the details at all, when the key DBS stakeholders don’t appear to be in the room
@AyyouEm Are there any non-family members on the payroll left to fire
@GrandTokamak I thought the companies were the winners here? Surely Unstsv now has a glorious future ahead????
@AyyouEm Accruing a -9pct yield represents a lot of alpha in HY TMT
@ShitFund @j1mmyfelon I bet “past performance doesn’t guarantee future results” was in super large font for this deck
@GrandTokamak @junkbondinvest Exiting too levered, barring a real turnaround in its fortunes. So probably next to nothing
@GrandTokamak Yes. But they’re hardly the first or last manager to just screw up something technical on a 2 bps position
@BabaGhanoushLLC @GrandTokamak joking but the data room doesn’t usually get set up for 2-3 months after the new issue. Ideally the company reminds you
@GrandTokamak Nonsense. Standard market procedure is buy the new issue and then forget to ever get signed up
@GrandTokamak A tough loss. Between that, Raccoon Lodge, Warren 77 etc the downtown cheap bar scene has been decimated over the last decade
@GrandTokamak Is the stock quite cheap enough for that to work? Even with a controlled company it’s tough to sell a takeunder
@xvrmdf @junkbondinvest From BAMLs perspective it seems to have worked OK
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