distressed investing
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 25, 2022 by Josh Friedman · across every show →
Everything said about distressed investing, oldest first
Jul 25, 2022 positive
Friedman: Distressed investing is value creation rather than a zero-sum game
“I don't necessarily see it as a zero sum game at all. I look at it as us and our colleagues against the house, if you want to think of it that way. And sometimes there's an equity holder who's trying to steal stuff that should belong to the creditors at this p…”
Mar 13, 2023 bullish
Orum: Distressed clean-tech investing will emerge as a major energy transition opportunity
“This hasn't yet happened in the energy transition, but I think because of what occurred in the last couple of years in the current environment that we're in, I think there's going to be a very interesting opportunity around distressed investing in clean tech, …”
Jun 29, 2023 bearish
Mullen: Private credit will experience a default cycle impacting distressed investing
“I think some of the categories that will morph private credit's going to change a lot over time, and we're going to have a default cycle in private credit, which will have a impact on distressed investing,
They'll have a new round of expertise required.”