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Sotherly Hotels ($SOHO) Distressed Preferreds: Still Paying, Somehow
A small-cap REIT tries to refinance its way out of a corner
Sep 21
15
Dye & Durham ($DND): Legal-Tech Utility or Broken Roll-Up?
A credit investor’s guide to the debt stack everyone is watching
Sep 13
13
Community Health ($CYH): Time Extended
Asset sales, Medicaid inflows, and refinancing push the next real test to 2029
Sep 7
10
The Kodak Moment That Could Make or Break $KODK
A fallen photo giant turned meme stock now hinging on retiree pension gains
Aug 30
12
CareCloud ($CCLD): The Back Office Nobody Talks About
Cheap offshore labor, broken trust, and a preferreds trade that still pays double-digits
Aug 22
12
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ZipRecruiter ($ZIP): When the Music Stops, Someone's Left Without a Chair
Revenue collapsed 50% in two years, bonds yield double digits, and nobody knows what happens next
Aug 18
18
Five9 Inc ($FIVN): Caught Between an AI Dream and Call Center Reality
What the Market’s Missing About Five9’s Next Chapter
Aug 8
9
Macy's ($M): The Walking Dead of Retail
Why bondholders might get paid while equity holders get burned
Aug 1
13
Semler Scientific Inc. ($SMLR): The Busted Bitcoin Convert Play Nobody's Talking About
Sometimes the real opportunity is trading at a discount in the credit markets.
Jul 25
10
2
KOHL’S ($KSS): The Retailer is Toast, But Someone's Getting Paid
The math on billions in unencumbered assets vs. the reality of Swiss cheese indentures and desperate management
Jul 18
16
Cascades Inc. ($CAS): BB-Rated, But for How Long?
Bear Island still ramping, leverage still stuck, margins still capped.
Jul 11
6
Xerox Holdings ($XRX): The Office Dinosaur's Last Stand
A "reinvention" program can't hide the fact that nobody prints anymore
Jul 3
12
5
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