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Cowboy Capital
@CCFundsLLC
Followers
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Following
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Statuses
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Below average credit analyst, not investment advice
United States
Joined December 2020
@fincherslay Very normal things. Just more attention to common events (not including last weeks crash)
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@BacardiCapital Maybe west village-ers need to touch some grass in the Midwest, gain some perspective
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@ConsensusGurus Why are you netting payables and receivables against cash? Doesn’t that omit future cash generation and its cash conversion cycle?
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@ShaneAParrish This is pretty funny because the design and user interface of Bloomberg is atrocious
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@Bubblebathgirl Dumb question but is there anything unique to Malibu that could or would prevent a fire like what we saw in Palisades? From a midwestern viewpoint, seems like moving out of Palisades to Malibu doesn’t meaningfully reduce one’s risk to wildfires, at all.
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@junkbondinvest Tighter spreads in BB, longer duration versus B’s and CCC’s, treasury yields higher….BB’s underperform on total return basis (assuming realized default rates are in line with current expectations). Am I tracking?
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