J.Crew
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 2, 2018 by Peter Troob · said 2 times in 2 episodes since 2018 · across every show →
Mentions by year
brought up most by Sujit Indap (1), Peter Troob (1)
tap a year for its mentions
2021 1 mention in 1 episode
2018 1 mention in 1 episode
Everything said about J.Crew, oldest first
Jul 2, 2018 bearish
PE Sponsors Strip Distressed Bondholder Collateral via Restricted Payment Baskets
“What, I mean, you can see it in what they did with J.Crew, where they can, and now they're, I think they might be doing it in PetSmart as well, where they're able to have a restricted payment basket, move parts of companies out, and the bond guys get held, sit…”
Aug 16, 2021 neutral
Caesars restructuring became a PE roadmap rather than a cautionary tale
“Caesars ended up being less of a cautionary tale and more of a roadmap, and the reason for that, I think, is very simple. People realized that after this deal, Apollo raises a twenty-five billion dollar fund, and the LP community didn't really penalize them, a…”