The Acquirers Podcast cover image

Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

The Acquirers Podcast

00:00

How to Long Only Value a Canvas

The portfolio that I ran was always very convertible centric. There really was no single analyst at Canyon focused on it because most people focus their on either senior secure debt or senior and secure high yield debt, right. convertibles are an interesting asset class because they touch upon credit, obviously, they also touch upon equity evaluation. And they obviously also touch upon options, optionality, right.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app