This blog will try to dissect distressed debt investing, up and down the capital structure. We will look at current distressed debt situations, try to explain the ins and outs of how decisions are made in the distressed debt world, probably rant a few times about positions that are working against me, and hopefully enlighten some readers.
3.05.2010
Third Point 4th Quarter Investor Letter
Dan Loeb of Third Point has always been one of my favorite investors. Here is his 4th quarter 2009 letter.
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