Troob Capital Management

4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 2, 2018 by Peter Troob · said 2 times in 1 episodes since 2018 · across every show →

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Everything said about Troob Capital Management, oldest first

Jul 2, 2018 neutral
Insight
Distressed Debt Investors Must Target Sub-$20M Deals for Deal Control
“The large guys have a big advantage right now. They really get the look at a better deals, and they get to structure them themselves. You have to go pretty far down the curve, maybe sub-twenty, sub-fifteen million dollar kind of investments where they don't ca…”
Peter Troob Jul 2, 2018 ▶ 11:33 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
Jul 2, 2018 neutral
Disclosure
Troob Exits Credit Positions When Mega-Fund CDS Manipulation Battles Emerge
“I've smelled it in a couple things I've been in. I get out of the game. I will get run over. I can't play that game. It's, I'm not nearly big enough to deal with it, and so what I do is I just allow the big guys to beat each other up, which they're doing, and …”
Peter Troob Jul 2, 2018 ▶ 24:31 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
Jul 2, 2018 negative
Insight
In Brokered Investment Deals, Lacking the Last Look Means No Look
“Once you get into a brokered situation, it's not that it's bad, but if you don't get the last look, effectively in my world, I think of you get no look. It's like the Ricky Bobby quote, right? If you're not your first, you're last. Right. And the problem is th…”
Peter Troob Jul 2, 2018 ▶ 32:09 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
Jul 2, 2018 bullish
Assertion Not checkable as stated
Revenue-Based Venture Lending Generates Nearly 30% IRR Over Two Years
“And what we're finding now out in the venture capital world is they will take a million dollars, let's call it 2,000,002 million dollars, and give you one and a half times your money, three million, back in two years, paying you monthly off of revenue stream. …”
Peter Troob Jul 2, 2018 ▶ 44:47 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
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