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

The Acquirers Podcast

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The Value of Equity Options

In the great financial crisis, convertibles were a value asset class because they were very mispriced. The attractiveness of buying levered equity that's been pounded down by exogenous factors is still appealing to me. In fact, you can find very, very asymmetric opportunities in fulcrum equities that way.

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