Blog Detail
Distressed Debt Investing
http://www.distressed-debt-investing.com
This blog will attempt to dissect distressed debt investing, up and down the capital structure. We look at current distressed debt situations, try to explain the ins and outs of how decisions are made in the distressed debt world, and hopefully enlighten some readers.
Recent Posts
Distressed Debt Concessions
When investing in distressed debt, one has to be aware that negotiations can affect a creditor's ultimate recovery - for the good or the bad. Why does this dynamic occur? More appropriately, what influences a creditor's decision to negotiate in a b...
Distressed Debt Recommendations from Citigroup
This past Tuesday, Citigroup’s distressed analysts presented their respective top picks to a large audience at the company’s high yield conference. As one would expect from a “flow shop” most of the names discussed were very high profile com...
Distressed Debt Example - Accuride
The applications for the Distressed Debt Investors Club continue to roll in. As noted in previous posts, I am trying to stagger the number of people I admit so people that are just learning about the club get a fair chance to apply through the end o...
100th Distressed Debt Investing Post
The most recent post marks the 100th post at Distressed Debt Investing. We could not do have done it without the wonderful support, commentary, and (sometimes) criticism of our readers. We hope to continue to bring you the best commentary and learn...
Interesting Thoughts from a Credit Trader
A friend sent me this commentary from a credit trader at Deutsche Bank. Quite interesting commentary, especially given where credit spreads have moved in from:In the past month we have been traveling a lot visiting clients and co-workers across the ...
Baupost Annual Meeting Notes
A number of readers have sent me notes from Baupost's 1st Annual Meeting since the founding of the firm this past October. I have taken out information such as current portfolio weightings and other things that are not educational in the purest sen...

