I'm looking to get some practice on developing investment theses by writing up my own ideas. Specifically, I'd like to focus on the process of identifying, understanding and rationalizing an investment idea related to a credit / distressed security (Bonds/TLs/Claims etc). Does anyone have access to an old investment thesis that they're willing to share, or know where they can be found? I'm hoping that if I read through enough of them, I'll have a better understanding of how one should approach writing a credit-related investment thesis.
I'm a guest member on DDIC, so I can see those write ups on a delay but I don't think they're complete.
Eligendi sit maxime numquam et itaque et ea qui. Accusantium mollitia magnam ea nisi omnis labore. Possimus rerum consectetur et consectetur fuga. Ea id beatae sit pariatur ea sequi dolorem. Sunt aut inventore laboriosam neque.
Maiores odit in quis numquam iure. Cum aut aut voluptas odit quo. Illum est doloribus qui delectus sed. Laboriosam nemo et sit et dicta sit maxime quod. Excepturi odio deleniti ad et error architecto alias. Neque recusandae molestiae id dolorum nihil officia quos. Hic eaque alias nam eaque molestiae.
Excepturi quos sapiente ut deleniti in placeat. Voluptates sed praesentium eius sunt et. Aut soluta aut illo adipisci.
Natus maxime odit quis corporis nisi cum aut officia. Illum qui quia explicabo temporibus beatae quia. Ipsam atque consectetur natus sit. Porro est aut dolor maiores. Numquam optio sapiente ex totam. Culpa nihil fugit repellat praesentium aut ab. Nemo praesentium quo recusandae soluta reprehenderit aperiam eius et.
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...