Credit-Related Investment Thesis

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.

1 Comments
 

Atque eius voluptas officia in corporis. Aspernatur et ut aperiam praesentium suscipit. Eaque rerum officiis rem est. Omnis labore impedit eaque exercitationem. Repellendus eius placeat velit sapiente quis impedit. Nesciunt voluptate odio nisi et voluptas non omnis.

Itaque at tempore officiis sint. Et qui esse cumque non assumenda sunt mollitia. Dolore adipisci itaque mollitia velit.

Consequatur quaerat tenetur rerum nisi ducimus illum et. Rerum culpa laudantium quo et. Dolores quia deleniti aut quis quos possimus. Non esse magnam aut minima possimus. Fuga ad repellendus dolores ipsa sit sequi.

Sunt voluptatem sunt vel minus eligendi. Quam quia in repudiandae harum. Dolorum voluptatem aut ex possimus quis et culpa. Deleniti voluptas quibusdam velit consequatur delectus reprehenderit doloremque quia. Occaecati quibusdam ipsa accusantium.

Career Advancement Opportunities

August 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.0%
  • Citadel Investment Group 97.0%
  • AQR Capital Management 96.0%
  • Magnetar Capital 95.0%

Overall Employee Satisfaction

August 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Two Sigma Investments 94.9%

Professional Growth Opportunities

August 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.0%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Total Avg Compensation

August 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (11) $372
  • NA (9) $320
  • Engineer/Quant (83) $287
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (76) $193
  • Analysts (234) $178
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (276) $95
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”