Top Tweets for #LevFinTwit
Anyone here going to the $JPM HY conference beginning of March?
Open to meeting up. DMs open.#LevFinTwit drinks session going.
VP at private credit fund explaining to associates that the 1L TL is covered because the sponsor wrote a big equity check and hence low LTV:
$BKLN $HYG #LevFinTwit
Imagine seeing this kind of honesty in a lender presentation...π
#AdjustedEBITDA #ProForma #LevFinTwit #LFT $AMZN
Anyone here going to the DB Lev Fin Conference?
Would be open to meeting up
#LevFinTwit #LeveragedFinance
The last 4 weeks have seen $16bn of retail inflows into credit funds, suggesting retail sentiment has changed
However, a closer inspection of this suggests this has been almost entirely ETF driven
Credit remains unloved by retail investors
#LevFinTwit $HYG $BKLN
The HY cash market has tightened nearly 175bps and is now 100bps tight of its 2018 wides. The grind tighter has been aided by lack of supply - this should change come September. Fundamentally, HY spreads are not attractive from a valuation perspective #LevFinTwit #LFT
There is going to be a massive, multi-bagger opportunity in buying cyclical, levered equity stubs over the next 12 months.
Picking the right ones and timing of entry are the two most important factors.
#LevFinTwit #HighYield #LevLoans #LFG
I, for one, am looking forward to the pricing of $TWTR's new debt financing:
- Term Loan Facilities at SOFR + 420 (69 bps floor)
- Unsecured Bonds at 6.9%
@elonmusk, are you taking note?
#FundingSecured #LFG #LevFinTwit
Elon Musk Says Has Commitment Letters for Up to $46.5 Billion to Fund Purchase of Twitter, Still Exploring Tender
Letβs go #LevFinTwit gang! #LFG
What are you favorite actionable, non-144a corporate credit ideas right now? Say yielding >6%+
A lot of things in credit look very interesting but unfortunately can't buy in my PA cause I'm not a QIB
#LevFinTwit #LFT
Investors seem to forget that JUST because a company has debt capacity, doesn't mean it always has free reign to do whatever it wants w/ the proceeds. #covenants #levfintwit #LFT
I love how equity research analysts believe a company can be split up into a OldCo and NewCo and then have all the debt stay with OldCo.
Covenants matter folks! #LevFinTwit
$FUBO bonds now yielding double digits...
Is @davidein still long the equity!?
#LevFinTwit #Distressed
What's your best non-energy credit idea right now? #LevFinTwit
We look forward to hosting Opal's CLO Summit Reception Cocktail sponsored by @PwC
You're buying illiquid CCC bonds at 5%, I'm aping into 1 million % APY liquid tokens. We are not the same.
#LevFinTwit
Last Seen Hashtags on Sotwe
researchprogrammer
Seen from United States
ΰΈ«ΰΈΰΈΰΈΰΈΰΈ±ΰΈ§ΰΈ£ΰΈ°ΰΉΰΈ«ΰΈ§
Seen from Israel
ΰΈͺΰΈ²ΰΈ§ΰΉΰΈ«ΰΈΰΉΰΈ£ΰΈ±ΰΈΰΈΰΈ²ΰΈ
Seen from Thailand
postmelodichardcore
Seen from United States
Diffusion
Seen from Poland
bbc #cnc
Seen from Turkey
zahide
Seen from Switzerland
γΎγγγηθͺη₯2021
Seen from United States
N3VA4
Seen from United States
snapchat()()()()video
Seen from Turkey
Most Popular Users
Elon Musk 
@elonmusk
241.7M followers
Barack Obama
@barackobama
119M followers
Cristiano Ronaldo
@cristiano
114.5M followers
Donald J. Trump
@realdonaldtrump
111.9M followers
Narendra Modi
@narendramodi
107.2M followers
Rihanna
@rihanna
98.7M followers
NASA
@nasa
92.4M followers
Justin Bieber
@justinbieber
91.8M followers
KATY PERRY
@katyperry
90M followers
Taylor Swift
@taylorswift13
84M followers
Lady Gaga
@ladygaga
75.5M followers
Virat Kohli
@imvkohli
73.4M followers
Kim Kardashian
@kimkardashian
70.9M followers
YouTube
@youtube
68.8M followers
Neymar Jr
@neymarjr
66.4M followers
Bill Gates
@billgates
65.2M followers
Selena Gomez
@selenagomez
63.1M followers
The Ellen Show
@theellenshow
62.3M followers
CNN
@cnn
61.8M followers
X
@x
60.7M followers