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“Cash flow models are the language with which God has written the markets.”
Galileo Galilei said that about 400 years ago. He didn't say exactly that but it was pretty close and it applies today. Cash flow models...
paulclark4
Jun 17, 20224 min read
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Is Peloton's 'Busted' Convertible Bond...well...'Busted'?
Short answer, yes. For this investor. There is some nuance to that conclusion provided below and a lot more discussion provided in the...
paulclark4
Jun 13, 20223 min read
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How much does cheap credit cost?
I thought about writing a three-part post; credit investors’ perspective, shareholders’ perspective and the process behind putting a new...
paulclark4
Jun 1, 20224 min read
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Why Credit?
CounterPoint Analytix was established a few weeks ago, in May 2022, in response to what I saw as an inefficiency in the current markets. ...
paulclark4
May 30, 20223 min read
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