RichardTheThirdWheel

[RichardTheThirdWheel @richard_3rd_wl]

@DireStraits77 Amazing

[RichardTheThirdWheel @richard_3rd_wl]

@shortsqueeznews And then companies ask the same of IBs. This cycle will be interesting

[RichardTheThirdWheel @richard_3rd_wl]

@JulianKlymochko Or is it possible that defaults are lower and recoveries are much lower too?

[RichardTheThirdWheel @richard_3rd_wl]

@IlliquidInsight Public BDCs…

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake Yep. And also will talk ad nauseum on his net worth

[RichardTheThirdWheel @richard_3rd_wl]

@HighyieldHarry Really interested about definitions here

[RichardTheThirdWheel @richard_3rd_wl]

@BDCPublications Which one?

[RichardTheThirdWheel @richard_3rd_wl]

@junkbondinvest Source link?

[RichardTheThirdWheel @richard_3rd_wl]

@IlliquidInsight What about the non traded?

[RichardTheThirdWheel @richard_3rd_wl]

@JulianKlymochko I’ll bite. Putting aside that this is from an SEC filing, how does one validate this claim?

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake 100%

[RichardTheThirdWheel @richard_3rd_wl]

@katsuxbt Sounds like a moron for letting people spend 4m/yr of his money.

[RichardTheThirdWheel @richard_3rd_wl]

@kieranwgoodwin The funny thing that’s been lost among the focus on PC valuations in retail focused funds is the PE retail focused funds with holdings that are stale and marked to make believe and charging carry on unrealized.

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake @GovTimWalz Trump pardoned insurrections and was best friends with Epstein

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake Surrender the booty!

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake Very true these days. Ironically not broadly recognized yet

[RichardTheThirdWheel @richard_3rd_wl]

@LeylaKuni So what % of the r2k is fcf negative?

[RichardTheThirdWheel @richard_3rd_wl]

@NicoGladia Supply-demand…

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake Best deal they will ever see lol

[RichardTheThirdWheel @richard_3rd_wl]

@CorneliaLake If you’re half serious, not quite hitting the funny mark