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Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating the Pitfalls of Lending Evaluations

This chapter addresses the common mistakes in evaluating lending opportunities, focusing on the importance of analyzing the quality of reported earnings. Through an example from the gym industry, it highlights the need for thorough diligence to accurately assess a company's financial health.

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