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.
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