The Aleph Blog – Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control
raybonneau.com – Value Investing and other odds and ends
Description: A blog devoted to distressed debt investing and distressed debt analysis. Distressed debt news, concepts, research, and case studies will be presented
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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.
Happy Tuesday everyone. Its been a busy couple weeks post Reorg's FinDox announcement . Markets have been strange at best. I do think we are in an interesting period of alpha vs long risk. The Buffet 10 year bet (which Buffet won easily) could go the way of the active fund vs long S&P. Credit markets are still nearly closed, PE feels like its sitting on its hands and everyone is waiting for earnings estimates to come down. I would be remiss to not mention the absolute crazy of FTX and other crypto bankruptc
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The Aleph Blog – Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control
raybonneau.com – Value Investing and other odds and ends