distressed debt investing
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Aug 16, 2021 by Sujit Indap · across every show →
Everything said about distressed debt investing, oldest first
Aug 16, 2021 bearish
Excess liquidity is eliminating traditional distressed debt opportunities
“The reality is there isn't great traditional distressed debt investing opportunities at the moment because there's so much liquidity in the market and companies that probably deserve to go under are able to kick the can and avoid reckonings.”
Nov 17, 2025 bearish
Lyon: Building a diversified portfolio of 20 distressed companies is impossible
“I don't believe it's possible for any single person to assemble a reasonably diversified portfolio of 20 broken things. You can have an edge in one or two things where you think there's possibility to turn it around. You might know an operating executive or un…”