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Join date: May 23, 2022
Posts (4)
Jun 17, 2022 ∙ 4 min
“Cash flow models are the language with which God has written the markets.”
Galileo Galilei said that about 400 years ago. He didn't say exactly that but it was pretty close and it applies today. Cash flow models...
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Jun 13, 2022 ∙ 3 min
Is Peloton's 'Busted' Convertible Bond...well...'Busted'?
Short answer, yes. For this investor. There is some nuance to that conclusion provided below and a lot more discussion provided in the...
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Jun 1, 2022 ∙ 4 min
How much does cheap credit cost?
I thought about writing a three-part post; credit investors’ perspective, shareholders’ perspective and the process behind putting a new...
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paulclark4
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