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Dan Rasmussen proslijedio/la je Tweet
One of the crazier stories I recall from last year was talking to an investor so desperate for deals to buy that he would call around several different private equity sponsors asking if they were interested in doing a dividend recap of their companieshttps://twitter.com/DonutShorts/status/1224783284518969349?s=20 …
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Dan Rasmussen proslijedio/la je Tweet
CalSTRS To Cut Public Equity Allocation In Favor of Private Markets http://spr.ly/60111gQnH pic.twitter.com/VsefsTYU5E
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Dan Rasmussen proslijedio/la je Tweet
Private capital is "in". But has it already attracted too much capital?https://medium.com/not-being-dumb/is-private-equity-out-of-capacity-part-1-in-a-series-8e34816cd947 …
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Dan Rasmussen proslijedio/la je Tweet
Scoop
w/ @HeatherPerlberg (aka my fave kind):@USDermPartners has defaulted on its loan to a trio of direct lenders. More on@TheTerminal!Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dan Rasmussen proslijedio/la je Tweet
1/7 A thread on junk loans w/
@verdadcap. There is concern that BBBs are a third of the bond market, but the story is much bigger than that. High yield lending grew just as fast and is much more likely to have significant defaults. Defaults, not downgrades, cause permanent loss.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dan Rasmussen proslijedio/la je Tweet
Privacy and its limits - had this discussion with
@jasonzweigwsj this morning!https://www.economist.com/node/21779153?frsc=dg%7Ce …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dan Rasmussen proslijedio/la je Tweet
So, how are things in the leveraged loan market?
@TilmanJFertitta, the billionaire owner of the@HoustonRockets, plans to pocket $200 million by saddling his restaurant and casino empire with more debt and lenders have agreed to charge him less for it.https://www.bloomberg.com/news/articles/2020-01-30/texas-billionaire-eyes-200-million-payday-in-loan-market-frenzy …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dan Rasmussen proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Dan Rasmussen proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Dan Rasmussen proslijedio/la je Tweet
Det bugner med bonusprogrammer - men effekten er tvivlsom https://finans.dk/s/11860717
#dkbiz@verdadcapHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Honored to be quoted by Seth Klarman, who appears to be an avid reader of Verdad research!https://twitter.com/CopernicusHP/status/1222329930836533249 …
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Dan Rasmussen proslijedio/la je Tweet
High-Yield Was Oxy. Private Credit Is Fentanyl. https://www.institutionalinvestor.com/article/b1k369v2lg69qt/High-Yield-Was-Oxy-Private-Credit-Is-Fentanyl#.XjCicDJkwoo.twitter … via
@iimagHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
You might have noticed I've been talking about private credit a lot recently.
@GregObenshain have been hard at work for the last few months on a major expose on the asset class. It's out today, and we hope you'll take the time to read it in full.https://www.institutionalinvestor.com/article/b1k369v2lg69qt/High-Yield-Was-Oxy-Private-Credit-Is-Fentanyl …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dan Rasmussen proslijedio/la je Tweet
Thanks for the mention
@FinancialTimes. Dan Rasmussen of@verdadcap blew us away with what we are now calling the vocab word of the year: “Fools Yield.” Watch the full interview here: https://rvtv.io/3aRnbGk https://twitter.com/RudyHavenstein/status/1222204097073491970 …
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Dan Rasmussen proslijedio/la je Tweet
FT out swinging this morn “..until the equity in a company like Southland gets wiped out in 83 working days. Suddenly, those smooth returns from investments untethered from the realities of price discovery don’t feel as solid as they might have before.”http://ftalphaville.ft.com/2020/01/28/1580200152000/Private-equity-and-the-mark-to-market-myth/ …
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Marked at 1x then bankrupt within 3 months...https://twitter.com/EnergyCapital69/status/1221862790354235392 …
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"The equity-like returns promised by CCCs often prove to be just a mirage." https://mailchi.mp/verdadcap/a-ccc-opportunity …?pic.twitter.com/z6YKUkayMq
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Dan Rasmussen proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Dan Rasmussen proslijedio/la je Tweet
Take what you can get today and begin preparing for tomorrow. Things won’t be like this forever. Don’t be foolish — be PRUDENT.
@verdadcap https://rvtv.io/2RIyCYn pic.twitter.com/GQA6k5S5raHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Dan Rasmussen proslijedio/la je Tweet
"You can acknowledge...the best return I'm going to get, sadly, is about a 3% or 4% return..Or you can pretend and take massive amounts of hidden risk in private markets to try to reach for a five or six or seven or an eight. That's what they're doing."
@verdadcap on@Realvisionpic.twitter.com/MgxiRIumtd
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