DDJ Capital Management

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

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Sep 12, 2024 positive
Opinion
Institutional bias against CCC debt leaves 10% to 15% as genuine opportunities
“Now, all triple C's are not opportunities. In fact, we believe most of them are not good, but we believe That a certain percentage, 10, 15% of Triple C universe could be real opportunity because of the bias against considering them as viable investments.”
Dave Brizano Sep 12, 2024 ▶ 8:21 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
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