MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

JunkBondInvestor

https://www.junkbondinvestor.com/

Mentions14
Posts14
Latest post20 Oct 2026
CoreWeave, Inc.CoreWeave ($CRWV): $34 Billion of Equity and Bonds Yielding 15%...How? (Part 1)-20 Oct 2026
CoreWeave, Inc.Credit Weekly: The Cost of Capital Finally Bites-18 Oct 2026
Six Flags Entertainment CorporationSpecial Situation: Six Flags ($FUN) Senior Notes After the Goliath Accident-14 Oct 2026
Capital Southwest CorporationCapital Southwest Corp ($CSWC): Does a Premium Stock Make a Better Bond?-8 Oct 2026
Skydance CorporationCredit Weekly: A Record Book, a Smaller Bid-5 Oct 2026
Cable One, Inc.Cable One ($CABO): The Making of a Distressed Credit-2 Oct 2026
Charter Communications, Inc.Credit Weekly: Rates Did Most of the Damage-27 Sept 2026
Keel Infrastructure Corp.Keel Infrastructure ($KEEL): What Are the Converts Worth Without a Lease?-24 Sept 2026
Gray Media, Inc.Gray Media ($GTN): The Last Two Cheap Coupons-18 Sept 2026
Core Scientific, Inc.Core Scientific ($CORZ): Is It Cheap After the Selloff?-12 Sept 2026
Newell Brands Inc.Newell Brands ($NWL): The Full Credit Round Trip-5 Sept 2026
AMC Entertainment Holdings, Inc.AMC Entertainment’s ($AMC) $4 Billion Refinancing Test-27 Aug 2026
Snap Inc.Snap Inc. ($SNAP): A Creditor's Guide to the Founder Discount-20 Aug 2026
Whirlpool CorporationWhirlpool ($WHR): The Bondholder Survival Toolkit-14 Aug 2026