Archive - JunkBondInvestor

Community Health Systems ($CYH): Identifying Value Across $12 Billion of Debt

Exploring CYH's Divestiture Strategy and Debt Management Amidst a Changing Healthcare Landscape

Apr 13 •

junkbondinvestor

1Q'24 Position Review / Newsletter Update

Performance Review & Positioning Update (April 2023)

Apr 7 •

junkbondinvestor

March 2024

Victoria's Secret ($VSCO): A Bond Market "Show-Me" Story Yielding 9%

Assessing the Risk-Reward Trade-Off in VSCO's 2029 Notes

Mar 29

National CineMedia ($NCMI) Update: Navigating the Post-Pandemic Cinematic Landscape

An In-Depth Look at the Challenges, Opportunities, and Future Outlook of America's Largest Cinema Advertising Network

Mar 22 •

junkbondinvestor

Special Situations: Short Trade Idea in a Busted Preferred Equity

Unveiling the Complex Web of Growth, Debt, and Litigation Challenges Amidst Ambitious Expansion

Mar 17 •

junkbondinvestor

Anywhere Real Estate / Realogy ($HOUS): Assessing the Company's 2nd Lien and Unsecured Notes

Examining Leverage, Legal Challenges, and Potential Upside in a Volatile Market

Mar 9

Corporate Credit Chronicles: 4 Quick Long/Short Trade Ideas

Opportunistic Credit Opportunities in Liquid Credit

Mar 2 •

junkbondinvestor

February 2024

Elevated Yields, Elevated Risks: An Analysis of Deluxe Corp's ($DLX) Senior Notes Yielding 11%

Navigating Deluxe's Shift from Traditional Check Printing to Tech Solutions

Feb 23

Electrode Economics: Avoid GrafTech's Secured Bonds

Insights into GrafTech International's Strategic Financial Planning in an Unpredictable Electrode Industry

Feb 18

Aveanna Healthcare ($AVAH): A Credit Investor's Guide

A Credit Perspective on Navigating Risks Through Turbulence to Triumph

Feb 10

Navigating Through Debt: Diversified Healthcare Trust's ($DHC) Approach to Capital Structure Management

From Pandemic Pressures to Merger Moves: A Deep Dive into DHC's Operational Overhaul and Balance Sheet Strategies

Feb 3

January 2024

The Skillz Conundrum: Between Innovation and Insolvency

Examining the Unsteady Path of Skillz Inc. from SPAC Stardom to High-Yield Hurdles

Jan 27

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