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Nick Nemeth (Mispriced Assets)
Verified account This account is verified. Learn more@NickNemo17
Talking markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.
1.7K Following 39K Followers 10K Posts
Latest posts 5
Bro
*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT - What a rascal!View quoted post on X
This deserves more credit…
View quoted post on X
And they’re both underwater!
There are only two types of private credit investors:View quoted post on X
a) those who own software loans & doom on AI loans
b) those who own AI loans & doom on software loans
a: Ares, Sixth Street
b: Apollo
Godfather of Junk says:
Drexel junk bond pioneer Mike Milken tells NBIM's Nicolai Tangen private credit is public junk with a 3-5x fee. The fee is the whole product. #privatecredit
📺 youtube.com/watch?v=G_WVmx…
BSD Letters + pitches: buysidedigest.comView quoted post on X
