Value Don't Lie

Value Don't Lie

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Value Don't Lie
Value Don't Lie
Quick Value 6.26.23
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Quick Value 6.26.23

Distressed equity + bond idea

Jun 26, 2023
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Value Don't Lie
Value Don't Lie
Quick Value 6.26.23
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Today’s post is for paid subscribers and we’ll be back next week with a free edition of Quick Value. Sign up below to keep the ideas coming (a thorough portfolio review is in the works):

The security highlighted today is a cash flowing company trading at stressed levels with bonds yielding >20% YTM. Management is deploying capital in a smart way by buying back bonds at a deep discount to par and simultaneously repurchasing equity at a cheap valuation.

Market Performance

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