Which companies is Scott Minerd talking about here? Interesting short s because he refers to these as ‘high qual companies’, so puts should be cheap.

by | Oct 3, 2022 | Resources

Which companies is Scott Minerd talking about here? Interesting short s because he refers to these as ‘high qual companies’, so puts should be cheap.

https://external-preview.redd.it/U7-d_BIS19Idu40T-9QwFYXWI4HPsKbfHGqFf5EMsyI.jpg?auto=webp&s=a68feea120a7552cb76426002b76698a6ef558d0

https://www.youtube.com/watch?v=Ona9WzDeTzY&ab_channel=GuggenheimPartners

His plan: buy cheap bonds of this overlevered but good companies, and as bonds will mature and they won’t be able to refinance, covenants will hit which will allow him to negotiate, swoop up the equity and take them private for pennies.



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Which companies is Scott Minerd talking about here? Interesting short s because he refers to these as ‘high qual companies’, so puts should be cheap.


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