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Dave Breazzano

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2024 by Dave Brizano · said 3 times in 1 episodes since 2024 · across every show →

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brought up most by Ted Seides (3)

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2024 3 mentions in 1 episode

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Everything said about Dave Breazzano, oldest first

Sep 12, 2024
Insight
Agencies routinely rating 6x leveraged companies as CCC creates artificial yield premiums
“But if a company has six times leverage, typically it will be rated triple C by the agencies. It's just The convention , they have an impossible job of trying to put a lot of risk factors in just a handful of buckets. So one is leverage and that triple C ratin…”
Dave Brizano Sep 12, 2024 ▶ 14:37 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Sep 12, 2024 positive
Assertion Supported
High-yield default losses average around 2% after historical 40% recoveries
“And in fact, the recovery rate is in the forties. So if you look at a default rate of three, four percent, and if you get close to half your money back afterwards, your loss is like two percent.”
Dave Brizano Sep 12, 2024 ▶ 10:14 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
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