Earlier this year, Grant Williams visited my farm in Maryland. For close to three hours, Grant interviewed me on a wide array of topics. Grant is one of the most intelligent, engaging, and original people I’ve ever come across in the world of finance. He’s an advisor to Matterhorn Asset Management in Switzerland, and a
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
In this week’s issue, we provide a peek behind the curtain of Porter & Co.’s Distressed Investing advisory, detailing a deeply discounted debt opportunity in a sector that has been left for dead in the post-COVID world.
This cybersecurity and digital-documents company has been the target of an activist since 2018 – now steady progress is about to show up in the financials and drive shares higher.
This company is a leading manufacturer of electrical components used in construction and manufacturing – and stands to benefit from the more than $2 trillion of infrastructure funds being poured into projects across the U.S.
Owing to an oversupply of office space, the bond price of this commercial real estate company has declined as if a bankruptcy is likely. In this issue, we will show you why we think the bonds are worth more than that – possibly much more.
Last May we warned that shares of Tesla were in trouble. While the rest of the EV sector has grown a little, the once-innovative car maker has gone the other way.
In addition to its thriving e-commerce segment, this company has also created online grocery and restaurant delivery services and the largest domestic streaming service in its home country in southeast Asia.
