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.
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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
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