3 Comments
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Dan McRae's avatar

a very smart article

The Credit Terrain's avatar

Your series on private credit comes at a crucial time. We provided highly structured data on debt capital, sourced from 8-K filings the moment they hit the EDGAR database. Sharing in case this type of data complements your research https://terrainlabs.substack.com/p/credit-roundup-april-13-17-2026.

Michael Aronstein's avatar

Interesting that Marks recently exercised his Oaktree puts to sell his remaining shares-I believe he now has no personal exposure to the business that he built.