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Based on the most helpful WSO content, it seems like you're on the right track by seeking feedback from experienced professionals in the distressed and special situations space. A few tips to ensure you get quality feedback:
Be Clear and Concise: Make sure your thesis is well-structured, with a clear investment rationale, risk assessment, and potential catalysts. Highlight why this opportunity stands out.
Engage the Right Audience: Target individuals who have demonstrated expertise in distressed investing. For example, users who have shared insights on funds like Lone Star, Varde, or other distressed-focused strategies.
Offer Context: When sharing your thesis, provide a brief summary in your message or post to give potential reviewers a quick understanding of your idea.
Be Open to Criticism: The distressed space is highly nuanced, and feedback might challenge your assumptions. Use it as a learning opportunity.
If you're reposting because your post keeps getting deleted, ensure you're following forum guidelines. Avoid sharing direct links or attachments in the post itself—offer to send the document privately, as you've done here.
Good luck with your thesis!
Sources: https://www.wallstreetoasis.com/forum/hedge-fund/the-future-of-special-situations-distressed?customgpt=1, Distressed debt / special sits investing - On the job, Distressed Debt Hedge Fund out of College - Prep Advice, Q&A: Currently at a Credit Hedge Fund, Credit - Pod Shop/MM vs. Distressed/Special Sits HF
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Pmed you
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Send it
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I do this for a living. PM me and I’ll give feedback.
Happy to provide feedback from someone in the public distressed world.
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Would love to read!
Interested!
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