Resources for special sits
Hi, I am transitioning into special sits, and the fund invests both in equities and debts. I am coming from fundamental LO and have read You Can Be a Stock Market Genius, Distressed Debt Analysis (Moyer), The Art of Distressed M&A, etc.
Are there any other books, funds, or blogs where I can learn more about the fundamentals of the special sits? Appreciate the insights in advance.
If you already got the offer, you could probably just ask them. How big is the fund?
http://clarkstreetvalue.blogspot.com/
Second Clark Street Value, really good deep-dives on distressed, esp. BDCs and REITs during the last few months.
Other honorable mentions :
- http://www.distressed-debt-investing.com/
- Petition Substack (https://petition.substack.com/)
- Bill Rochelle's column on Bloomberg
- Creditslips
When has clark street ever covered a true distressed situation? He does spin offs, BDCs, and REITs
Bending the definition a little but Catabasis comes to mind. The optics were great at the time because of an excessive sell-off, but basically it was a failed biotech facing game over
2 podcast recs: (1) Value Investing with Legends (David Abrams & Joel Greenblatt episodes in particular; the series overall is pretty high quality / worth following); (2) the weekly Reorg Research podcast - always has a distressed news recap, and sometimes good topical deep-dives
& second the recs for DDI & Petition, both great resources
Doloribus explicabo voluptas dolor dolorem. Ut reiciendis esse ullam quidem ab rem consequatur eius. Vel et praesentium ducimus autem a necessitatibus. In quia non sit corporis.
Delectus aut voluptatem fuga odio impedit velit earum fugit. Voluptatibus enim provident sint. Omnis temporibus non iusto deserunt quasi velit est. Omnis sapiente magnam vero doloremque odit accusantium. Maxime labore possimus deserunt qui aut. Suscipit placeat laboriosam sunt autem non eligendi beatae.
Eligendi suscipit consequuntur aliquam expedita voluptatem repellat. Optio ab et tenetur repellendus optio corrupti eveniet. Neque alias illum laudantium tenetur.
Ad incidunt dolorem exercitationem et natus aut. Explicabo libero fugit deserunt et in est. Quibusdam eos enim voluptatem adipisci ab earum cupiditate. Dolorem quia magnam unde illum alias. Esse placeat optio est adipisci veritatis odio porro.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...