good company, bad balance sheet

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 17, 2025 by David Lyon · across every show →

Everything said about good company, bad balance sheet, oldest first

Nov 17, 2025 negative
Opinion
Lyon: The 'good company, bad balance sheet' distress dynamic no longer exists
“The aphorism, good company, bad balance sheet, by the way, never exists anymore.”
David Lyon Nov 17, 2025 ▶ 17:06 David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.