Archive - JunkBondInvestor

Is MicroStrategy ($MSTR) Quietly Becoming a Distressed Credit Story?

A full breakdown of MicroStrategy’s converts, preferreds, and how Saylor actually funds the machine

Nov 29

The Definitive Guide to MicroStrategy's ($MSTR) Capital Markets... Strategy

Why the Premium Matters More Than the Bitcoin

Nov 24

High Yield Market Weekly Minutes: Spreads Resilient as the Macro Fog Thickens (November 17, 2025)

BBs hold, CCCs wobble, AI-linked credit cracks, and next week finally delivers real data.

Nov 17

Lucky Strike ($LUCK): Stable Demand, Fragile Credit

Understanding the capital structure beneath Lucky Strike's diversification story

Nov 14

Wolfspeed Inc. ($WOLF): Post-Reorg, Pre-Rerate.

Clean balance sheet, scarce SiC capacity, execution is the fulcrum.

Nov 12

High Yield Market Weekly Minutes: Labor Cracks, Inflation Sticks, and Credit Widens (November 10, 2025)

Spreads +15 bps, OAS near 300, and buyers are getting selective fast.

Nov 11

Ferrellgas Partners ($FGPR): The Equity’s Up 2x...Can It Double Again?

The litigation’s settled, the refi’s done, and the operating business keeps chugging along.

Nov 5

High Yield Market Weekly Minutes: Credit Calls Powell's Bluff (November 3, 2025)

A Brief Recap of Last Week’s High Yield Market Performance

Nov 4

October 2025

Carter's Inc. ($CRI) Credit Analysis: $575M Refinancing as Tariffs Hit

Tariffs, falling birth rates, and an outdated distribution model

Oct 31

Leslie’s Pool Supplies: A Controlled Descent

What the market’s pricing in, what lenders control, and how this story likely ends.

Oct 28

High Yield Market Weekly Minutes: Regional Banks Panic, High Yield Yawns...Then Rallies (October 20, 2025)

A Brief Recap of Last Week’s High Yield Market Performance

Oct 20

Who's Next: Three Names Where the EA Bond Trade Could Repeat (Part I)

Finding Change-of-Control Optionality in a Market That’s Begging You to Borrow

Oct 18

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