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.
7.20.2010
Perry Capital 2Q 2010 Letter
Thanks to Jay at MarketFolly for posting Perry Capital's most recent quarterly letter. As always, a fascinating read:
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