Distressed Debt Investing

Happy Tuesday everyone. Its been a busy couple weeks post Reorg's FinDox announcement . Markets have been strange at best. I do think we are in an interesting period of alpha vs long risk. The Bu...

http://www.distressed-debt-investing.com/2022/11/takeaway-tuesday-9.html

Hey everyone,  I am trilled to announce that Reorg and Findox are joining forces. I've known Tejs for over a decade and he and Brian, his CTO, and other have built an incredible organization -...

http://www.distressed-debt-investing.com/2022/11/takeaway-tuesday-findox-edition.html

 An incredible chart from JPM below... The news that banks will hold Twitter debt and sell at a later date and private equity firms doing equity only deals are emblematic of the times. And ...

http://www.distressed-debt-investing.com/2022/10/takeaway-tuesday-8.html

A couple weeks I noted how bad sentiment was...this was posted by @jasongoepfert "Last week, retail traders bought $19.9 billion worth of puts to open. They bought only $6.5 billion in calls to ...

http://www.distressed-debt-investing.com/2022/10/takeaway-tuesday-7.html

After last week's post and just limping in to what felt awfully bad Sunday night futures (Emergency Fed Meeting, rumors on CS, etc) the relief rally came right in the nick of time. Does anyone el...

http://www.distressed-debt-investing.com/2022/10/takeaway-tuesday-6.html

The sentiment out there is bad. One of my favorite Twitter accounts to follow for sentiment is Sentiment Trader (@sentimentrader ). They posted this chart earlier this week: but admittedly i...

http://www.distressed-debt-investing.com/2022/09/takeaway-tuesday-5.html

Don't look now - the 1 year T Bill is at 4% and banks are about to take a bath on everything from syndicated loans (Citrix...) to commercial real estate...everything is great out there... REORG...

http://www.distressed-debt-investing.com/2022/09/takeaway-tuesday-4.html

After a lot of suggestion, we may be moving this to a substack of sorts. Apparently 2009 technology doesn't translate well to 2022...(yes the blog started 13 years ago - I had a lot more hair the...

http://www.distressed-debt-investing.com/2022/09/takeaway-tuesday-3-9132022.html

I hope you all had a great LDW. As always, any feedback on the format as it begins to shape up, please let me know. REORG CONTENT (SUBSCRIPTION REQUIRED) Bausch Health's exchange offer was o...

http://www.distressed-debt-investing.com/2022/09/takeaway-tuesday-2-962022.html

Welcome to the inaugural TAKEAWAY TUESDAY (or Tuesday Takeaways...still haven't decided). As a reminder the format is: Two Reorg articles, one performing credit/one non performing credit Two a...

http://www.distressed-debt-investing.com/2022/08/takeaway-tuesday-1-8302002.html

The last couple of months have been busy . Feels like summer just getting started... One thing I learned from the process (I'll figure out the best medium to discuss it at length in the future)...

http://www.distressed-debt-investing.com/2022/08/tuesday-takeaways-preview-we-blast-off.html

Hey everyone - Wanted to keep you up on an exciting event Reorg is putting together with the FT on May 4th and 5th - I will be kicking off the NY event and hope to see you there! AS BACKGROUND ...

http://www.distressed-debt-investing.com/2022/04/ftlive-reorg-global-alternative-credit.html

Hey everyone - First off, Happy New Year! 2020 was a wild ride and 2021 is off to a wilder start. Here's to some normalcy in the coming months...  Late last year I found myself wanting more inf...

http://www.distressed-debt-investing.com/2021/01/the-covax-files.html

On April 2nd, 2009 I sat down to write a post on distressed debt entitled "What is distressed debt investing? " THE BLOG CELEBRATES ITS 10 YEAR ANNIVERSARY TODAY.  A lot has changed in ten...

http://www.distressed-debt-investing.com/2019/04/10-years-goes-by-fast.html

Reorg's M&A product  has really taken off of late with expanded coverage of all things merger and merger arb related. Here is an example of one of our stories in February. To get a trial of the ...

http://www.distressed-debt-investing.com/2019/02/reorg-m-coverage-of-nxtmfms-ftc-approval.html

One of the most topical situations in credit these days in the Mexico City Airport Trust or Mexcat. Lots of debt, lots of political noise and a lot of opacity means its fascinating credit for man...

http://www.distressed-debt-investing.com/2019/01/reorg-to-discuss-mexcat-on-thursday-jan.html

It has been an amazing 2018. For those that haven't heard: Warburg Pincus Announces Investment in Reorg Research I have never been more excited about all the amazing stuff going on at the c...

http://www.distressed-debt-investing.com/2018/06/a-lot-going-on-at-reorg.html

In April last year, we officially launched Reorg Covenants, a product that helps market participants and their advisers understand the inherent risks and pitfalls in debt documents of the most ac...

http://www.distressed-debt-investing.com/2018/02/reorg-research-official-launch-of-reorg.html

The annual Wharton Restructuring and Distressed Investing Conference  is always one of the best events in the distressed debt space each year. This year is no exception! The keynote speakers thi...

http://www.distressed-debt-investing.com/2018/02/14th-annual-wharton-restructuring-and.html

As some of you know, Reorg launched Reorg Covenants earlier this year. We cover companies across the credit spectrum ranging from crossover to distressed debt and focus on the weaknesses of comp...

http://www.distressed-debt-investing.com/2017/12/reorg-covenants-is-hiring-looking-for.html

Hey everyone - Like all of you, I have watched in horror as Hurricane Maria has devastated Puerto Rico. This disaster and its aftermath hits particularly close to home, as Reorg has two employee...

http://www.distressed-debt-investing.com/2017/10/puerto-rico-benefit-join-reorg-research.html

Over the past four years Reorg has launched a number of products in the credit space. We have big plans to launch more in the future. With that said, we saw an opportunity to launch a product aro...

http://www.distressed-debt-investing.com/2017/09/did-you-know-reorg-launched-m-special.html

You may have heard about an important case between Reorg Research and Murray Energy. The case was a potential landmark for journalists and media organizations in New York and beyond. We fought li...

http://www.distressed-debt-investing.com/2017/07/appellate-division-confirms-reorg.html

One thing that we constantly try to do at Reorg Research is look at how the buy side, bankers, traders and lawyers are consuming source information through other channels, platforms and mediums a...

http://www.distressed-debt-investing.com/2017/06/a-better-way-to-read-sec-filings-on.html

As many of you know, last year we rolled out a beta of Reorg Covenants. We saw a void in the market for a product that combined subject matter expertise around complex capital structures, whether...

http://www.distressed-debt-investing.com/2017/04/official-launch-of-reorg-covenants.html