Dan Rasmussen

@verdadcap

Verdad invests in leveraged small value stocks. Dan is the firm's founder. Join our email list:

Vrijeme pridruživanja: siječanj 2018.

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  1. proslijedio/la je Tweet
    4. velj

    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 companies

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  2. proslijedio/la je Tweet

    CalSTRS To Cut Public Equity Allocation In Favor of Private Markets

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  3. proslijedio/la je Tweet
    3. velj

    Private capital is "in". But has it already attracted too much capital?

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  4. proslijedio/la je Tweet
    31. sij

    🍨Scoop🍦w/ (aka my fave kind): has defaulted on its loan to a trio of direct lenders. More on !

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  5. proslijedio/la je Tweet
    31. sij

    1/7 A thread on junk loans w/ . 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.

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  6. proslijedio/la je Tweet
    31. sij

    Privacy and its limits - had this discussion with ⁦⁩ this morning!

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  7. proslijedio/la je Tweet
    30. sij

    So, how are things in the leveraged loan market? , the billionaire owner of the , 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.

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  9. proslijedio/la je Tweet
    29. sij
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  10. proslijedio/la je Tweet
    29. sij

    Det bugner med bonusprogrammer - men effekten er tvivlsom

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  11. 29. sij

    Honored to be quoted by Seth Klarman, who appears to be an avid reader of Verdad research!

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  12. proslijedio/la je Tweet
    28. sij
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  13. 28. sij

    You might have noticed I've been talking about private credit a lot recently. 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.

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  14. proslijedio/la je Tweet
    28. sij

    Thanks for the mention . Dan Rasmussen of blew us away with what we are now calling the vocab word of the year: “Fools Yield.” Watch the full interview here:

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  15. proslijedio/la je Tweet
    28. sij

    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.”

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  16. 27. sij

    Marked at 1x then bankrupt within 3 months...

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  17. 27. sij

    "The equity-like returns promised by CCCs often prove to be just a mirage." ?

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  18. proslijedio/la je Tweet
    27. sij
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  19. proslijedio/la je Tweet
    23. sij

    Take what you can get today and begin preparing for tomorrow. Things won’t be like this forever. Don’t be foolish — be PRUDENT.

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  20. 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." on

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