Follow the Pundits
Tag: distressed investing
ARKO Corp: The Convenience Store “Squeeze” — Value Trap or Fuel-Injected Turnaround?
ARKO is playing financial Tetris: heavy debt, a fresh spin-off, institutional backing, and a stock still far below its highs. Is this a value trap—or a fuel-injected turnaround?
Davidson Kempner’s 2025: The “Shadow Bank” Pivot & The Deep-Value Sea Change
Davidson Kempner’s 2025 wasn’t about chasing hype—it was about building a shadow bank. From asset-backed credit to tech anchors and restructurings, here’s the fun, smart deep dive.