Jeremy Raper - Credit Focused Equity
The Business Brew
00:00
The Importance of Knowing the People in the Room
The common lesson for me is if the credit catalyst is not there, you got to get out of Dodge. I've been trying to reconstruct how to have that view without actually knowing the people in the room. So like intrepid pot ash, that was a company that like I knew I had banked it previously. The interesting thing about credit versus equity is there's privileged information on both sides.
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