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Restructuring__

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@Restructuring__

Founder of Pari Passu, research firm that provides all-encompassing coverage of the most consequential restructuring transactions. Join our free email list!
Join 25k+ investors/bankers 👉 restructuringnewsletter.com Joined April 2022
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Restructuring__ Verified account @Restructuring__
Freshman year, I read Moyer.

Sophomore year, I recruited for my restructuring job.

Junior year, I started teaching underclassmen restructuring.

In some shape or form, almost a decade later, this is my job, and I am closing the loop by announcing three training programs covering restructuring and special situations.

Learn more: restructuringcourse.com
7 replies 5 reposts 63 likes 93K views View on X
Restructuring__ Verified account @Restructuring__
Find the 30 page presentation below

Must read for anyone in credit
Restructuring__ Verified account @Restructuring__ 12h
Arini Capital presents to San Bernardino County Employees’ Retirement Association

Hour-long interview with Arini founder Hamza Lemssouguer pitching his fund and investment process

Highly recommend watching this as Hamza talks about how he thinks about the credit world, his approach to hedging and leverage, and walks through successful credit investments

youtube.com/watch?v=w3xAPl…
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3 replies 4 reposts 90 likes 12K views View on X
Restructuring__ Verified account @Restructuring__
Arini Capital presents to San Bernardino County Employees’ Retirement Association

Hour-long interview with Arini founder Hamza Lemssouguer pitching his fund and investment process

Highly recommend watching this as Hamza talks about how he thinks about the credit world, his approach to hedging and leverage, and walks through successful credit investments

youtube.com/watch?v=w3xAPl…
www.youtube.com Arini Capital presents to San Bernardino County Employees' Retirement... If you find this interesting, check out our credit training program...
7 replies 23 reposts 353 likes 117K views View on X
Restructuring__ Verified account @Restructuring__
How I look at this after thinking these guys knew what they were doing

They clearly don’t
The Kobeissi Letter Verified account @KobeissiLetter 2d
Just to put today's crash into perspective:

After today's crash, Nvidia, $NVDA, is now trading at a Forward P/E ratio of ~13x.

That's 7 turns below the S&P 500's ~20x Forward P/E and less than one-third of Walmart's ~43x.

Ironically, the name at the forefront of the AI buildout is now one of the "cheapest" stocks in the market.

Truly incredible.
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