Welcome to JunkBondInvestor (@JunkBondInvest)

About me:

  • Experienced investment analyst with both public and private, institutional-level buyside experience

What to expect:

  • Weekly write-ups (at least 1x/week) of “credit-focused” investment opportunities

  • All write-ups will include the following:

    • Situation overview

    • Summary financial analysis

    • Capital structure and key considerations

  • Unbiased, independent fundamental review of undercovered situations (typically no or limited sell-side coverage)

  • Institutional-level type of analysis (this is not the type of content you will find on SeekingAlpha)

My process:

  • Due diligence based on a full review of all available public information

The benefit for you:

  • Get the credit investor’s perspective.

    • I review each situation/company from a creditor’s perspective and provide key considerations on topics such as credit document limitations, bankruptcy processes, and other capital structure considerations

  • Save time.

    • I will save you time getting quickly up to speed on complex situations that typically lack any current coverage and summarize important considerations

  • Potentially find “alpha” in undercovered companies.

    • I cover undercovered companies with typically no/limited sellside coverage

  • Independent/ad-free research.

    • I provide independent research without any adverse incentives

  • Learn more about credit investing.

    • Credit analysis is different than investing in stocks and requires a different lens to view investments though

    • Whether you are a student or looking to move to the buyside, I hope to provide some unique credit investing perspectives.

Important Disclosure:

  • The information provided is for informational purposes only and should not be considered as investment advice. Any investment decisions made based on the information provided are at your own risk. It is essential to conduct your own research and consult a qualified financial advisor before making any investment decisions. Investing involves risks, and past performance is not indicative of future results. By using this information, you acknowledge that you are responsible for your own decisions and release me from any liability. Seek professional advice tailored to your financial situation and objectives.

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Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)


buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities