After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

King of Capital by David Carey and John E. Morris | ADI Book Club 3

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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The Positive Effects of Karbona on the Market

I doubled down again the other day on karbona. I like it more and I don't sell so I've done that a couple times and I've done it again now. The news came out where karbona was basically making an offering to the bondholder saying hey like let's restructure this a little bit give us a little bit more time will give you a higher interest rate on some of the debt but give us more time and the bondholder said no. Some people are looking at that as a an opening line in a negotiation.

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